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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.

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
1
Bank of America
North Carolina
$3.03B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$116M
3
SAG
3
SageView Advisory Group
California
$82.4M
4
AssetMark Inc
4
AssetMark Inc
California
$678M
5
EF
5
Empowered Funds
Pennsylvania
$18.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$799M
2
Betterment LLC
2
Betterment LLC
New York
$818M
3
Goldman Sachs
3
Goldman Sachs
New York
$284M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$417M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
101
Prudential Financial
New Jersey
$22.2M 115,892 -20,716 -15%
SC
102
Sepio Capital
Utah
$22.1M 115,344 +3,710 +3%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$22M 114,605 -12,227 -10%
UOMF
104
University of Maryland Foundation
Maryland
$21.8M 113,570 – –
ML
105
McAdam LLC
Pennsylvania
$21M 109,699 +11,604 +12%
AWM
106
Avior Wealth Management
Nebraska
$20.7M 107,671 +34,413 +47%
AWAG
107
ARS Wealth Advisors Group
Florida
$20.4M 106,430 +9,467 +10%
BPA
108
Beacon Pointe Advisors
California
$20.4M 106,319 -3,982 -4%
KAS
109
Kestra Advisory Services
Texas
$20.3M 105,849 +6,218 +6%
SIM
110
Studio Investment Management
Illinois
$20.2M 105,493 -14,562 -12%
OWA
111
Opal Wealth Advisors
New York
$19.9M 103,907 +5,781 +6%
WANY
112
Wealthspire Advisors (New York)
New York
$19.7M 102,677 -420 -0.4%
SF
113
Safeguard Financial
Wisconsin
$18.3M 95,555 +11,899 +14%
TWP
114
Total Wealth Planning
Ohio
$18.2M 94,939 -1,233 -1%
EF
115
Empowered Funds
Pennsylvania
$18.2M 94,696 +92,611 +4,442%
AW
116
Avion Wealth
Texas
$17.8M 92,902 -951 -1%
PIFP
117
Partners in Financial Planning
Virginia
$17.5M 91,406 +331 +0.4%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$17.3M 90,406 +3,551 +4%
GT
119
Glenmede Trust
Pennsylvania
$17.3M 90,316 +1,441 +2%
AC
120
Apella Capital
Connecticut
$16.9M 89,518 -9,719 -10%
BFA
121
BBJS Financial Advisors
Washington
$16.6M 86,556 +8,668 +11%
SWM
122
Shakespeare Wealth Management
Wisconsin
$16.6M 86,522 +711 +0.8%
BF
123
Brooklyn FI
New York
$16.5M 86,001 +12,487 +17%
RFS
124
Retirement Financial Solutions
Tennessee
$16.3M 84,877 +7,661 +10%
TFP
125
TrueWealth Financial Partners
Washington
$15.9M 83,071 +1,481 +2%
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5
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