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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,367 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, 528 increasing their positions, 523 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,367
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.82%
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
528
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 %
AL
1151
ACAS LLC
California
$228K -$219K -1,143 -49%
NSAM
1152
North Star Asset Management
Wisconsin
$227K +$2.69K +14 +1%
LRPA
1153
L. Roy Papp & Associates
Arizona
$227K +$1.15K +6 +0.5%
JWM
1154
Jeppson Wealth Management
California
$225K -$4.8K -25 -2%
RCAG
1155
Rehmann Capital Advisory Group
Michigan
$225K +$576 +3 +0.3%
LGWM
1156
Litman Gregory Wealth Management
California
$224K +$224K +1,169 New
UBV
1157
United Bank (Virginia)
Virginia
$224K +$224K +1,168 New
RBC
1158
Romano Brothers & Co
Illinois
$224K – – –
MWA
1159
Midland Wealth Advisors
Illinois
$222K – – –
ALWM
1160
Andrews Lucia Wealth Management
California
$221K +$1.15K +6 +0.5%
PA
1161
Paragon Advisors
Texas
$221K +$221K +1,149 New
MFS
1162
Madrona Financial Services
Washington
$219K +$219K +1,141 New
PG
1163
Proffitt & Goodson
Tennessee
$216K -$67.7K -353 -24%
LCM
1164
Lazari Capital Management
California
$215K +$768 +4 +0.4%
PGF
1165
Plan Group Financial
Oklahoma
$214K -$7.29K -38 -3%
RFN
1166
RDA Financial Network
Iowa
$213K – – –
LI
1167
LRI Investments
Florida
$213K +$213K +1,108 New
SMA
1168
Seven Mile Advisory
New Jersey
$212K +$212K +1,106 New
RA
1169
Rise Advisors
New York
$212K -$29.9K -156 -12%
VF
1170
VitalStone Financial
Texas
$211K +$767 +4 +0.4%
PIN
1171
Prudent Investors Network
California
$208K +$208K +1,086 New
WG
1172
Wealth Group
North Carolina
$208K +$208K +1,084 New
Russell Investments Group
1173
Russell Investments Group
United Kingdom
$207K +$113K +589 +120%
CPG
1174
Cornerstone Planning Group
New Jersey
$207K -$2.58K -14 -1%
AIC
1175
Archer Investment Corporation
Indiana
$206K – – –
45 46
47
48 49