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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 %
LPAM
1126
Lodestar Private Asset Management
California
$251K +$5.37K +28 +2%
PCM
1127
Passive Capital Management
Maryland
$251K – – –
DWM
1128
Defined Wealth Management
Oregon
$250K -$126K -658 -34%
HL
1129
HeadInvest LLC
Maine
$249K +$249K +1,300 New
FWM
1130
Fonville Wealth Management
Virginia
$249K +$32K +167 +15%
AA
1131
Addison Advisors
Vermont
$249K +$192 +1 +0.1%
GI
1132
Gradient Investments
Minnesota
$248K -$131K -682 -35%
RCP
1133
Rothschild Capital Partners
New York
$244K +$244K +1,270 New
B
1134
BetterWealth
California
$243K +$1.15K +6 +0.5%
CA
1135
Claro Advisors
Massachusetts
$241K -$21.7K -113 -8%
BL
1136
BFSG LLC
California
$241K +$196K +1,022 +439%
IAIM
1137
International Assets Investment Management
Florida
$241K -$2.09K -11 -0.9%
FWA
1138
FSM Wealth Advisors
Ohio
$240K -$97.5K -508 -29%
SVWG
1139
Shared Vision Wealth Group
United States
$239K – – –
CCFM
1140
Clear Creek Financial Management
Washington
$238K +$238K +1,241 New
KFI
1141
Key Financial Inc
Pennsylvania
$238K – – –
NEPWA
1142
New England Private Wealth Advisors
Massachusetts
$236K +$1.14K +6 +0.5%
VBWMG
1143
Von Berge Wealth Management Group
California
$236K – – –
IW
1144
Imprint Wealth
South Carolina
$234K +$234K +1,230 New
SDWMA
1145
Schneider Downs Wealth Management Advisors
Pennsylvania
$234K -$19.8K -103 -8%
IFO
1146
Independent Family Office
New York
$234K – – –
NI
1147
NDVR Inc
Massachusetts
$233K +$233K +1,215 New
SAM
1148
Smithbridge Asset Management
Pennsylvania
$232K – – –
HCA
1149
Harbour Capital Advisors
Virginia
$232K – – –
SWM
1150
SilverOak Wealth Management
Minnesota
$231K +$231K +1,203 New
44 45
46
47 48