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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 %
PAIM
1076
Punch & Associates Investment Management
Minnesota
$288K -$1.56M -8,104 -84%
SAM
1077
Summit Asset Management
Tennessee
$288K – – –
RSWA
1078
Robinson Smith Wealth Advisors
Maine
$288K +$192 +1 +0.1%
HIS
1079
Horizon Investment Services
Indiana
$287K – – –
PWMAG
1080
Pinnacle Wealth Management Advisory Group
New Jersey
$287K -$8.64K -45 -3%
WCWM
1081
Willow Creek Wealth Management
California
$284K – – –
SCA
1082
Sage Capital Advisors
South Dakota
$282K +$36.6K +191 +15%
C
1083
CEDRUS
Colorado
$281K -$6.53K -34 -2%
CT
1084
Colonial Trust
South Carolina
$281K – – –
IIA
1085
Integral Investment Advisors
California
$281K +$281K +1,470 New
MW
1086
Marcum Wealth
Ohio
$280K -$12.9K -67 -4%
TCPG
1087
Trivant Custom Portfolio Group
California
$278K – – –
YWM
1088
Yoder Wealth Management
California
$278K – – –
WPW
1089
Watershed Private Wealth
Illinois
$277K -$63.1K -329 -19%
LL
1090
LWMG LLC
Minnesota
$274K -$59.1K -308 -18%
LWM
1091
LJI Wealth Management
Indiana
$274K +$16.5K +86 +6%
PO
1092
Private Ocean
California
$272K – – –
HWP
1093
Hibernia Wealth Partners
Louisiana
$271K +$271K +1,414 New
TFM
1094
TFC Financial Management
Massachusetts
$271K +$384 +2 +0.1%
BWP
1095
Barlow Wealth Partners
Kentucky
$269K – – –
AWM
1096
Ameliora Wealth Management
Switzerland
$269K +$269K +1,400 New
TSWM
1097
Tyler-Stone Wealth Management
Ohio
$268K -$18.2K -95 -6%
MAG
1098
Mayfair Advisory Group
Alabama
$267K +$14.4K +75 +6%
TA
1099
TruWealth Advisors
Louisiana
$267K +$1.92K +10 +0.7%
BWL
1100
Bogart Wealth LLC
Virginia
$265K – – –
42 43
44
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