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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,357 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, 483 increasing their positions, 526 reducing their positions, and 73 closing their positions.

Holders
1,357
Holders Change
-10
Holders Change %
-0.73%
% of All Funds
19.74%
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
483
Reduced
526
Closed
73
Calls
$7.39M
Puts
$3.76M
Net Calls
+$3.63M
Net Calls Change
-$4.14M

Top Buyers

1
AA
1
Axiom Advisory
California
$249M
2
Bank of America
2
Bank of America
North Carolina
$3.07B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$92.6M
4
SP
4
Symmetry Partners
Connecticut
$90.5M
5
AssetMark Inc
5
AssetMark Inc
California
$671M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$429M
2
SAG
2
SageView Advisory Group
California
$942K
3
Betterment LLC
3
Betterment LLC
New York
$700M
4
Morgan Stanley
4
Morgan Stanley
New York
$708M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$145M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
101
Sepio Capital
Utah
$21.9M 119,975 +4,631 +4%
PPW
102
Pasadena Private Wealth
California
$21.8M 119,192 +2,582 +2%
BWM
103
Brickley Wealth Management
California
$21.5M 117,899 +605 +0.5%
KAS
104
Kestra Advisory Services
Texas
$21.3M 124,711 +18,862 +18%
FPAS
105
Focus Partners Advisor Solutions
Missouri
$21.2M 116,352 +43,650 +60%
EWM
106
Empirical Wealth Management
Washington
$21.2M 116,159 -668 -0.6%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$21.2M 116,047 +1,442 +1%
UOMF
108
University of Maryland Foundation
Maryland
$20.7M 113,570 – –
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$20.6M 161,436 +49,534 +44%
OWA
110
Opal Wealth Advisors
New York
$20.5M 112,360 +8,453 +8%
SF
111
Safeguard Financial
Wisconsin
$19.8M 108,562 +13,007 +14%
SIM
112
Studio Investment Management
Illinois
$19.7M 106,525 +1,032 +1%
Prudential Financial
113
Prudential Financial
New Jersey
$19.1M 104,521 -11,371 -10%
TWP
114
Total Wealth Planning
Ohio
$18.9M 96,430 +1,491 +2%
AWAG
115
ARS Wealth Advisors Group
Florida
$18.8M 102,922 -3,508 -3%
AWM
116
Avior Wealth Management
Nebraska
$18.5M 101,520 -6,151 -6%
BPA
117
Beacon Pointe Advisors
California
$18.1M 99,180 -7,139 -7%
SWM
118
Shakespeare Wealth Management
Wisconsin
$17.6M 96,631 +10,109 +12%
RFS
119
Retirement Financial Solutions
Tennessee
$17.5M 95,941 +11,064 +13%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$17.1M 93,499 +3,093 +3%
PIFP
121
Partners in Financial Planning
Virginia
$16.7M 91,468 +62 +0.1%
AW
122
Avion Wealth
Texas
$16.6M 90,928 -1,974 -2%
TFP
123
TrueWealth Financial Partners
Washington
$16.3M 89,288 +6,217 +7%
GT
124
Glenmede Trust
Pennsylvania
$15.5M 84,969 -5,347 -6%
GFWA
125
Grey Fox Wealth Advisors
Delaware
$15.4M 83,830 +4,652 +6%
3 4
5
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