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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
1
Bank of America
North Carolina
$3.03B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$116M
3
SAG
3
SageView Advisory Group
California
$82.4M
4
AssetMark Inc
4
AssetMark Inc
California
$678M
5
EF
5
Empowered Funds
Pennsylvania
$18.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$799M
2
Betterment LLC
2
Betterment LLC
New York
$818M
3
Goldman Sachs
3
Goldman Sachs
New York
$284M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$417M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1351
Westside Investment Management
California
$2.69K – – –
GTAM
1352
Global Trust Asset Management
Florida
$2.52K – – –
CPBTD
1353
Central Pacific Bank - Trust Division
Hawaii
$2.47K +$2.47K +13 New
EWM
1354
EPG Wealth Management
Georgia
$2.3K – – –
CMP
1355
Coston McIsaac & Partners
Maine
$2K – – –
BIM
1356
Breakwater Investment Management
Washington
$1.92K +$1.92K +10 New
NIC
1357
Northwest Investment Counselors
Oregon
$1.92K +$1.92K +10 New
KHC
1358
Koesten Hirschmann & Crabtree
Kansas
$1.86K +$371 +2 +25%
MIM
1359
Macroview Investment Management
Maryland
$1.76K – – –
IBOK
1360
Independence Bank of Kentucky
Kentucky
$1.73K – – –
FP
1361
Financial Perspectives
Minnesota
$1.73K – – –
FPFS
1362
First Personal Financial Services
North Carolina
$1.34K +$1.34K +7 New
SS
1363
Sunbelt Securities
Texas
$1.34K +$384 +2 +40%
DJSG
1364
D.J. St. Germain
Massachusetts
$1.15K -$575 -3 -33%
PP
1365
Pacifica Partners
Canada
$1.12K – – –
GCM
1366
Gables Capital Management
Florida
$959 +$959 +5 New
RFA
1367
Register Financial Advisors
Georgia
$384 – – –
AFWM
1368
Abich Financial Wealth Management
Virginia
$384 +$384 +2 New
WWP
1369
WR Wealth Planners
Missouri
$192 +$192 +1 New
MPM
1370
MBB Public Markets
Illinois
– -$24.6M -136,543 Closed
WIA
1371
World Investment Advisors
California
– -$9.69M -53,819 Closed
MIS
1372
Morningstar Investment Services
Illinois
– -$7.86M -43,193 Closed
MWM
1373
Meridian Wealth Management
Kentucky
– -$7.71M -42,817 Closed
Susquehanna International Group
1374
Susquehanna International Group
Pennsylvania
– -$7.52M -41,808 Closed
HWM
1375
HFG Wealth Management
Texas
– -$5.13M -28,485 Closed
53 54
55
56 57