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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 %
AIC
1176
Archer Investment Corporation
Indiana
$206K – – –
WI
1177
Wintrust Investments
Illinois
$206K -$7.49K -39 -4%
CWP
1178
Core Wealth Partners
California
$206K +$206K +1,073 New
FMWA
1179
Forvis Mazars Wealth Advisors
Missouri
$206K +$206K +1,071 New
CCA
1180
Cobblestone Capital Advisors
New York
$206K +$206K +1,071 New
VVP
1181
Venture Visionary Partners
Ohio
$205K -$21.7K -113 -10%
LNWWM
1182
Laird Norton Wetherby Wealth Management
California
$205K +$205K +1,070 New
JGIA
1183
Jackson Grant Investment Advisers
Connecticut
$205K +$959 +5 +0.5%
NRC
1184
New Republic Capital
North Carolina
$204K – – –
MPM
1185
Meritage Portfolio Management
Kansas
$204K +$204K +1,063 New
PF
1186
Prosperitas Financial
California
$203K +$203K +1,060 New
CPW
1187
Cove Private Wealth
New York
$201K -$52.8K -275 -21%
SN
1188
Sittner & Nelson
Oregon
$201K +$4.22K +22 +2%
BlackRock
1189
BlackRock
New York
$201K +$54.9K +286 +38%
CWR
1190
Chico Wealth RIA
California
$201K -$32K -167 -14%
ATC
1191
Advantage Trust Company
Kansas
$192K – – –
CB
1192
Community Bank
New York
$192K – – –
NS
1193
NBC Securities
Alabama
$189K -$32.3K -169 -15%
BBHC
1194
Brown Brothers Harriman & Co
New York
$184K -$32K -167 -15%
SSB
1195
Sandy Spring Bank
Maryland
$177K +$53K +276 +43%
IIL
1196
Insight Inv LLC
California
$176K +$19.2K +100 +12%
FPB
1197
First PREMIER Bank
South Dakota
$175K – – –
WPA
1198
West Paces Advisors
Georgia
$174K +$767 +4 +0.4%
TCM
1199
TD Capital Management
Tennessee
$169K – – –
LCM
1200
Logan Capital Management
Pennsylvania
$167K – – –
46 47
48
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