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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,368 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 529 increasing their positions, 523 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,368
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.83%
Holding in Top 10
118
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.35%
% of All Funds
1.71%
New
86
Increased
529
Reduced
523
Closed
73
Calls
$11.3M
Puts
$3.55M
Net Calls
+$7.77M
Net Calls Change
-$17.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$966M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$88.4M
3
SAG
SageView Advisory Group
California
+$81.6M
4
AssetMark Inc
AssetMark Inc
California
+$41.4M
5
EF
Empowered Funds
Pennsylvania
+$17.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$845M
2
Betterment LLC
Betterment LLC
New York
-$732M
3
Goldman Sachs
Goldman Sachs
New York
-$102M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$77.8M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
901
Apollon Financial
South Carolina
$499K -$906K -4,721 -64%
BA
902
Brightwater Advisory
Florida
$499K -$81.4K -424 -14%
LFAS
903
Level Four Advisory Services
Texas
$497K – – –
PHS
904
Pekin Hardy Strauss
Illinois
$493K +$82.5K +430 +20%
OCM
905
Objective Capital Management
Ohio
$491K +$63.1K +329 +15%
LWM
906
Lodestone Wealth Management
Washington
$488K -$4.22K -22 -0.9%
AFM
907
Abbot Financial Management
Massachusetts
$486K +$57.6K +300 +13%
WTA
908
Washington Trust Advisors
Massachusetts
$485K – – –
IAG
909
Investmark Advisory Group
Connecticut
$484K +$4.22K +22 +0.9%
VCM
910
Versant Capital Management
Arizona
$483K -$39.5K -206 -8%
SWM
911
Selective Wealth Management
Virginia
$473K – – –
DP
912
Dearborn Partners
Illinois
$471K -$384 -2 -0.1%
SWA
913
Sax Wealth Advisors
New Jersey
$469K +$174K +909 +59%
Franklin Resources
914
Franklin Resources
California
$468K -$128K -665 -21%
KFGK
915
Keystone Financial Group (Kentucky)
Kentucky
$467K -$17.7K -92 -4%
VCP
916
Vista Capital Partners
Oregon
$465K +$384 +2 +0.1%
SWM
917
Seed Wealth Management
Illinois
$464K – – –
IF
918
Integrity Financial
Wyoming
$464K +$209K +1,090 +82%
AGC
919
Aspen Grove Capital
Colorado
$461K -$192 -1 -0%
DSA
920
Droms Strauss Advisors
Missouri
$459K +$35.1K +183 +8%
SC
921
Stephens Consulting
Michigan
$454K +$2.88K +15 +0.6%
PTC
922
Private Trust Company
Ohio
$452K +$35.1K +183 +8%
SAI
923
Savvy Advisors Inc
New York
$452K +$109K +568 +32%
ECG
924
EPIQ Capital Group
California
$448K +$2.11K +11 +0.5%
SIC
925
Salem Investment Counselors
North Carolina
$446K -$13.6K -71 -3%
35 36
37
38 39