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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 %
SIC
1026
Sterling Investment Counsel
New York
$335K -$2.3K -12 -0.7%
HGERS
1027
Householder Group Estate & Retirement Specialist
Arizona
$335K +$6.53K +34 +2%
GWM
1028
Grand Wealth Management
Michigan
$334K – – –
GS
1029
GTS Securities
New York
$332K +$332K +1,731 New
FOA
1030
Five Oceans Advisors
California
$330K -$459K -2,392 -58%
TIM
1031
Total Investment Management
Arizona
$329K -$13.2K -69 -4%
HBW
1032
Hazlett, Burt & Watson
West Virginia
$328K -$577 -3 -0.2%
BAM
1033
BTS Asset Management
Massachusetts
$328K -$31.7K -166 -9%
LA
1034
Lifeworks Advisors
Michigan
$328K -$131K -683 -29%
FCP
1035
Fidelis Capital Partners
Florida
$321K +$13.2K +69 +4%
OPPS
1036
Obsidian Personal Planning Solutions
Maryland
$320K -$81K -449 -20%
CWA
1037
CM Wealth Advisors
Ohio
$319K – – –
CWM
1038
Connecticut Wealth Management
Connecticut
$317K -$82.3K -429 -21%
LL
1039
LPWM LLC
Minnesota
$317K +$20.1K +109 +7%
HIGP
1040
Hill Investment Group Partners
Missouri
$315K +$959 +5 +0.3%
MCM
1041
Mattern Capital Management
Colorado
$314K – – –
EK
1042
Evensky & Katz
Florida
$314K +$20K +104 +7%
HWA
1043
HHM Wealth Advisors
Tennessee
$313K – – –
GWANC
1044
Guardian Wealth Advisors (North Carolina)
North Carolina
$313K -$102K -533 -25%
JWM
1045
JPL Wealth Management
Colorado
$312K +$312K +1,627 New
LAM
1046
Lakewood Asset Management
Illinois
$312K +$3.65K +19 +1%
UL
1047
Unionview LLC
Washington
$311K +$96.7K +504 +45%
BWM
1048
Benchmark Wealth Management
Connecticut
$311K +$576 +3 +0.2%
AWA
1049
Amplius Wealth Advisors
Pennsylvania
$310K -$5.95K -31 -2%
MA
1050
Mezzasalma Advisors
New Jersey
$310K -$56K -292 -15%
40 41
42
43 44