VBR icon

Vanguard Small-Cap Value ETF

1,358 hedge funds and large institutions have $16B invested in Vanguard Small-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 484 increasing their positions, 526 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,358
Holders Change
-10
Holders Change %
-0.73%
% of All Funds
19.75%
Holding in Top 10
108
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.47%
% of All Funds
1.57%
New
80
Increased
484
Reduced
526
Closed
73
Calls
$7.39M
Puts
$3.76M
Net Calls
+$3.63M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Shares
Change %
APW
1201
Atlantic Private Wealth
North Carolina
$123K
GWP
1202
Gen-Wealth Partners
Michigan
$122K
PA
1203
PSI Advisors
Florida
$120K
ME
1204
McIlrath & Eck
Washington
$120K -$9.67K -53 -7%
HR
1205
Howe & Rusling
New York
$115K +$48.4K +265 +72%
BL
1206
BFSG LLC
California
$115K -$114K -626 -50%
AWA
1207
Alaska Wealth Advisors
Alaska
$114K -$2.19K -12 -2%
National Bank of Canada
1208
National Bank of Canada
Quebec, Canada
$114K
Lazard Asset Management
1209
Lazard Asset Management
New York
$111K
FMB
1210
Field & Main Bank
Kentucky
$110K
CCP
1211
Clarkston Capital Partners
Michigan
$107K
IRC
1212
Investors Research Corp
Georgia
$99.7K +$5.84K +32 +6%
S
1213
Sachetta
Massachusetts
$99.5K -$4.15K -21 -4%
Barclays
1214
Barclays
United Kingdom
$99K
FC
1215
Fairscale Capital
New Hampshire
$98.5K +$98.5K +502 New
EFP
1216
EnRich Financial Partners
Wisconsin
$97.6K -$15.7K -86 -14%
FFA
1217
Founders Financial Alliance
North Carolina
$97.1K -$13.7K -75 -12%
SIC
1218
SJS Investment Consulting
Ohio
$94.9K -$1.1K -6 -1%
FGAM
1219
Financial Gravity Asset Management
Texas
$93.7K -$193K -1,059 -67%
SFC
1220
SYM Financial Corp
Indiana
$93.3K -$2.74K -15 -3%
BCPWM
1221
Bradley & Co Private Wealth Management
Florida
$92.4K
HIIFS
1222
Harel Insurance Investments & Financial Services
Israel
$91K
PCWA
1223
Pacific Capital Wealth Advisors
California
$90.7K +$60.2K +330 +198%
GEA
1224
Glen Eagle Advisors
New Jersey
$90.5K
BGAI
1225
Bruce G. Allen Investments
Colorado
$88.6K +$3.84K +21 +5%