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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.

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 %
AIA
1326
Armor Investment Advisors
North Carolina
$8.4K – – –
PPWM
1327
PFG Private Wealth Management
Florida
$7.12K – – –
SC
1328
Steph & Co
Wisconsin
$6.75K +$365 +2 +6%
CWP
1329
Concord Wealth Partners
Virginia
$6.57K +$183 +1 +3%
FNWA
1330
Financial Network Wealth Advisors
Utah
$6.42K +$6.42K +35 New
MFC
1331
Morris Financial Concepts
South Carolina
$5.84K – – –
KPP
1332
Kings Path Partners
Texas
$5.48K +$5.48K +30 New
SFC
1333
Strategic Financial Concepts
Texas
$5.27K +$5.23K +245,922 +13,046%
TAM
1334
Tucker Asset Management
Colorado
$4.93K +$4.93K +27 New
DF
1335
Dunhill Financial
United Kingdom
$4.75K – – –
GPFA
1336
Game Plan Financial Advisors
Ohio
$4.64K – – –
GLR
1337
Great Lakes Retirement
Ohio
$4.59K +$4.59K +25 New
PWMG
1338
Prestige Wealth Management Group
New Jersey
$3.49K – – –
FIM
1339
FWL Investment Management
Texas
$3.29K – – –
NC
1340
NewSquare Capital
Pennsylvania
$2.92K – – –
OW
1341
Olistico Wealth
Oklahoma
$2.78K +$2.78K +15 New
GTAM
1342
Global Trust Asset Management
Florida
$2.4K – – –
CPBTD
1343
Central Pacific Bank - Trust Division
Hawaii
$2.37K – – –
EWM
1344
EPG Wealth Management
Georgia
$2.19K -$2.3K -12 Closed
RFA
1345
Register Financial Advisors
Georgia
$2.19K +$1.83K +10 +500%
TCG
1346
Transcendent Capital Group
Oklahoma
$2.19K +$2.19K +12 New
CMP
1347
Coston McIsaac & Partners
Maine
$2K – – –
KHC
1348
Koesten Hirschmann & Crabtree
Kansas
$1.86K – – –
BIM
1349
Breakwater Investment Management
Washington
$1.83K – – –
MIM
1350
Macroview Investment Management
Maryland
$1.67K – – –
52 53
54
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