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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 %
MWP
1326
MYCIO Wealth Partners
Pennsylvania
$10.8K – – –
FM
1327
Family Management
New York
$10.4K – – –
FGA
1328
Fortis Group Advisors
New Jersey
$9.98K -$9.98K -52 -50%
GG
1329
Gleason Group
Kentucky
$9.79K – – –
CT
1330
Clearstead Trust
Maine
$9.79K – – –
FFA
1331
Frazier Financial Advisors
Ohio
$9.49K – – –
FFWM
1332
Future Financial Wealth Management
Ohio
$9.4K +$9.4K +49 New
SRCM
1333
Signature Resources Capital Management
California
$9K – – –
AIA
1334
Armor Investment Advisors
North Carolina
$8.83K – – –
SIS
1335
Sound Income Strategies
Florida
$7.87K +$576 +3 +8%
MWM
1336
Mascoma Wealth Management
New Hampshire
$7.68K – – –
PPWM
1337
PFG Private Wealth Management
Florida
$7.48K – – –
CWP
1338
Concord Wealth Partners
Virginia
$6.72K – – –
SC
1339
Steph & Co
Wisconsin
$6.72K +$6.72K +35 New
VL
1340
Vima LLC
Michigan
$6.67K – – –
MFC
1341
Morris Financial Concepts
South Carolina
$6.14K – – –
DF
1342
Dunhill Financial
United Kingdom
$4.99K +$4.99K +26 New
GPFA
1343
Game Plan Financial Advisors
Ohio
$4.88K – – –
DFA
1344
DHJJ Financial Advisors
Illinois
$4.22K – – –
MM
1345
Main Management
California
$4K – – –
B
1346
Birchbrook
Maine
$3.84K – – –
PWMG
1347
Prestige Wealth Management Group
New Jersey
$3.65K -$1.54K -8 -30%
FIM
1348
FWL Investment Management
Texas
$3.45K – – –
HWM
1349
HighMark Wealth Management
Minnesota
$3.28K -$7.03K -39 Closed
NC
1350
NewSquare Capital
Pennsylvania
$3.07K -$768 -4 -20%
52 53
54
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