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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,357 hedge funds and large institutions have $16B invested in Vanguard Small-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 483 increasing their positions, 526 reducing their positions, and 73 closing their positions.

Holders
1,357
Holders Change
-10
Holders Change %
-0.73%
% of All Funds
19.74%
Holding in Top 10
108
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.47%
% of All Funds
1.57%
New
80
Increased
483
Reduced
526
Closed
73
Calls
$7.39M
Puts
$3.76M
Net Calls
+$3.63M
Net Calls Change
-$4.14M

Top Buyers

1
AA
1
Axiom Advisory
California
$249M
2
Bank of America
2
Bank of America
North Carolina
$3.07B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$92.6M
4
SP
4
Symmetry Partners
Connecticut
$90.5M
5
AssetMark Inc
5
AssetMark Inc
California
$671M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$429M
2
SAG
2
SageView Advisory Group
California
$942K
3
Betterment LLC
3
Betterment LLC
New York
$700M
4
Morgan Stanley
4
Morgan Stanley
New York
$708M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
76
Summit Financial
New Jersey
$35.4M +$276K +1,505 +0.8%
SFP
77
Shepherd Financial Partners
Massachusetts
$34.5M +$190K +1,039 +0.6%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$33.5M -$2.25M -12,308 -6%
WPW
79
Waldron Private Wealth
Pennsylvania
$33.2M -$746K -4,066 -2%
AI
80
Atria Investments
North Carolina
$32.4M -$5.41M -29,668 -14%
2L
81
25 LLC
Missouri
$32.1M +$101K +555 +0.3%
Corient Private Wealth
82
Corient Private Wealth
Florida
$31M +$253K +1,389 +0.8%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$30.2M +$1.04M +5,691 +4%
GFA
84
Gallagher Fiduciary Advisors
Illinois
$29.5M -$4.84M -26,506 -14%
SWA
85
Strategies Wealth Advisors
Michigan
$28.6M -$771K -4,226 -3%
NA
86
NewEdge Advisors
Louisiana
$28.6M +$1.89M +10,363 +7%
AMG
87
Asset Management Group
Connecticut
$25.9M +$604K +3,308 +2%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$25.7M +$407K +2,230 +2%
CT
89
Coastline Trust
Rhode Island
$25.6M -$292K -1,600 -1%
US Bancorp
90
US Bancorp
Minnesota
$24.7M -$444K -2,431 -2%
Comerica Bank
91
Comerica Bank
Texas
$24.5M -$527K -2,888 -2%
MAM
92
Marotta Asset Management
Virginia
$24.4M -$54.4K -301 -0.2%
WA
93
Wealth Architects
California
$24.1M -$195K -1,069 -0.8%
BIA
94
BHK Investment Advisors
Alabama
$23.7M -$808K -4,426 -3%
NQWM
95
Northwest Quadrant Wealth Management
Oregon
$23.6M +$69.5K +381 +0.3%
Natixis Advisors
96
Natixis Advisors
Massachusetts
$23.4M +$8.72M +47,761 +59%
SA
97
Sanctuary Advisors
Indiana
$23.3M +$23.3M +127,484 New
ML
98
McAdam LLC
Pennsylvania
$22.3M +$2.29M +12,566 +11%
PAG
99
Private Advisor Group
New Jersey
$22.2M +$885K +4,848 +4%
WANY
100
Wealthspire Advisors (New York)
New York
$22.1M +$3.34M +18,299 +18%
2 3
4
5 6