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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 %
DWMS
951
Dominguez Wealth Management Solutions
Virginia
$405K +$767 +4 +0.2%
CP
952
Camelot Portfolios
Ohio
$404K -$144K -748 -26%
RI
953
Ridgewood Investments
New Jersey
$399K +$55.8K +291 +16%
HSA
954
HBK Sorce Advisory
Pennsylvania
$398K -$430K -2,240 -52%
CWM
955
Cahill Wealth Management
Michigan
$398K – – –
DWP
956
Destiny Wealth Partners
Florida
$396K – – –
FCH
957
Freestone Capital Holdings
Washington
$395K +$78.9K +411 +25%
PA
958
Procyon Advisors
Connecticut
$394K -$3.65K -19 -0.9%
KF
959
KKM Financial
Illinois
$393K – – –
PB
960
Pinnacle Bancorp
Nebraska
$391K -$192 -1 -0%
VPIM
961
Vanguard Personalized Indexing Management
California
$389K – – –
SDJVC
962
St. Denis J. Villere & Co
Louisiana
$388K +$166K +865 +75%
KP
963
Keel Point
Alabama
$388K -$103K -535 -21%
AI
964
Accredited Investors
Minnesota
$387K – – –
CB
965
Cadence Bank
Mississippi
$386K -$25.5K -133 -6%
CWA
966
Consilium Wealth Advisory
Texas
$384K – – –
RG
967
Rathbones Group
United Kingdom
$384K – – –
BAM
968
Bosun Asset Management
Illinois
$384K +$384K +2,000 New
AIM
969
Athena Investment Management
California
$383K – – –
PSB
970
Passumpsic Savings Bank
Vermont
$382K +$382K +1,989 New
CHA
971
Carmichael Hill & Associates
Maryland
$381K – – –
TWM
972
Thrive Wealth Management
Pennsylvania
$381K -$3.26K -17 -0.8%
AWM
973
Angeles Wealth Management
California
$380K – – –
EPM
974
Elm Partners Management
Pennsylvania
$378K +$378K +1,972 New
WFA
975
West Financial Advisors
Iowa
$377K – – –
37 38
39
40 41