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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$799M
2
Betterment LLC
Betterment LLC
New York
$818M
3
Goldman Sachs
Goldman Sachs
New York
$284M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$417M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
1251
Pacific Center for Financial Services
California
$53.2K – – –
IWP
1252
IAG Wealth Partners
Wisconsin
$48.9K -$5.76K -30 -11%
GCM
1253
Garland Capital Management
Washington
$48.7K – – –
CIAS
1254
CBIZ Investment Advisory Services
Ohio
$47.6K +$47.6K +248 New
GWSA
1255
Global Wealth Strategies & Associates
Colorado
$45.5K +$10.6K +55 +30%
HCM
1256
Horrell Capital Management
Arkansas
$45K – – –
PCM
1257
Perritt Capital Management
Illinois
$44.8K +$192 +1 +0.4%
PAM
1258
Palisade Asset Management
Minnesota
$43.7K +$43.7K +228 New
MIA
1259
MeadowBrook Investment Advisors
Michigan
$43.2K – – –
JFA
1260
JNBA Financial Advisors
Minnesota
$42.6K +$2.11K +11 +5%
AWM
1261
Abound Wealth Management
Tennessee
$42.3K +$5K +26 +13%
JHCP
1262
Jackson Hole Capital Partners
Oklahoma
$41.3K – – –
EW
1263
Element Wealth
Mississippi
$41K +$192 +1 +0.5%
ACA
1264
American Capital Advisory
Idaho
$40.3K +$5.72K +36 +17%
CSWG
1265
Cardinal Strategic Wealth Guidance
Kentucky
$40.3K – – –
PPC
1266
Park Place Capital
Alabama
$39.4K +$192 +1 +0.5%
AAG
1267
Armstrong Advisory Group
Massachusetts
$38.5K – – –
VWM
1268
Venturi Wealth Management
Texas
$38K -$192 -1 -0.5%
JFGIW
1269
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K +$959 +5 +3%
RWM
1270
Ruedi Wealth Management
Illinois
$37.9K -$9.39K -49 -20%
LF
1271
LifeSteps Financial
California
$36.8K +$36.8K +192 New
MPCG
1272
Matrix Private Capital Group
New York
$36.5K -$78.9K -411 -68%
M
1273
MOTCO
Texas
$36.5K +$36.5K +190 New
GFPC
1274
Global Financial Private Client
Florida
$36.1K – – –
Deutsche Bank
1275
Deutsche Bank
Germany
$35.9K -$19.4K -101 -35%
49 50
51
52 53