VBR icon

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.

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

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$429M
2
SAG
SageView Advisory Group
California
$942K
3
Betterment LLC
Betterment LLC
New York
$700M
4
Morgan Stanley
Morgan Stanley
New York
$708M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
AEPWM
1301
Atlantic Edge Private Wealth Management
Florida
$14.4K +$1.28K +7 +10%
Fuller & Thaler Asset Management
1302
Fuller & Thaler Asset Management
California
$14.3K – – –
USB
1303
Union Savings Bank
Connecticut
$13.7K – – –
DF
1304
DecisionPoint Financial
Arizona
$13.1K -$1.98K -10 -13%
NFSG
1305
Newbridge Financial Services Group
Florida
$12.8K -$2.01K -11 -14%
RCM
1306
Raleigh Capital Management
North Carolina
$12.8K – – –
FFC
1307
First Financial Corp
Indiana
$12.6K +$12.6K +69 New
MSS
1308
Mitchell Sinkler & Starr
Pennsylvania
$12.5K – – –
M
1309
MOTCO
Texas
$12.4K -$22.3K -122 -64%
RBC
1310
Roble Belko & Company
Pennsylvania
$12K – – –
CB
1311
CNB Bank
Pennsylvania
$11.5K – – –
FPFS
1312
First Personal Financial Services
North Carolina
$11.5K +$10.2K +56 +800%
TF
1313
Tompkins Financial
New York
$11.3K – – –
MWP
1314
MYCIO Wealth Partners
Pennsylvania
$10.2K – – –
DIP
1315
DT Investment Partners
Pennsylvania
$10K -$13.1K -72 -57%
BONH
1316
Bank of New Hampshire
New Hampshire
$10K +$10K +55 New
FM
1317
Family Management
New York
$9.86K – – –
FGA
1318
Fortis Group Advisors
New Jersey
$9.49K – – –
GG
1319
Gleason Group
Kentucky
$9.31K – – –
CT
1320
Clearstead Trust
Maine
$9.31K – – –
MA
1321
MCF Advisors
Kentucky
$9.18K +$9.18K +50 New
SRCM
1322
Signature Resources Capital Management
California
$9.13K – – –
FFA
1323
Frazier Financial Advisors
Ohio
$9.03K – – –
RDFA
1324
Ritter Daniher Financial Advisory
Ohio
$8.94K +$8.94K +49 New
VWA
1325
Valued Wealth Advisors
Utah
$8.75K +$8.75K +48 New
51 52
53
54 55