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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 %
PCM
1376
Peirce Capital Management
Texas
– -$522K -2,720 Closed
KFGK
1377
Keystone Financial Group (Kentucky)
Kentucky
– -$467K -2,435 Closed
MCM
1378
Morton Capital Management
California
– -$438K -2,282 Closed
CWA
1379
Consilium Wealth Advisory
Texas
– -$384K -2,000 Closed
OFS
1380
OneAscent Financial Services
Alabama
– -$375K -1,954 Closed
HAS
1381
HBW Advisory Services
California
– -$346K -1,924 Closed
C
1382
Certuity
Florida
– -$365K -1,903 Closed
AT
1383
American Trust
Kentucky
– -$351K -1,831 Closed
FOA
1384
Five Oceans Advisors
California
– -$330K -1,717 Closed
BAM
1385
BTS Asset Management
Massachusetts
– -$328K -1,716 Closed
MA
1386
Mezzasalma Advisors
New Jersey
– -$310K -1,616 Closed
WP
1387
Westmount Partners
California
– -$297K -1,550 Closed
HWP
1388
Hibernia Wealth Partners
Louisiana
– -$271K -1,414 Closed
DFG
1389
Delta Financial Group
New Jersey
– -$263K -1,373 Closed
GWM
1390
Gray Wealth Management
Maine
– -$259K -1,349 Closed
SFMG
1391
Sage Financial Management Group
Virginia
– -$256K -1,334 Closed
SEP
1392
Southland Equity Partners
Missouri
– -$253K -1,319 Closed
HL
1393
HeadInvest LLC
Maine
– -$249K -1,300 Closed
FWA
1394
FSM Wealth Advisors
Ohio
– -$240K -1,249 Closed
AL
1395
ACAS LLC
California
– -$228K -1,189 Closed
JWM
1396
Jeppson Wealth Management
California
– -$225K -1,173 Closed
UBV
1397
United Bank (Virginia)
Virginia
– -$224K -1,168 Closed
PGF
1398
Plan Group Financial
Oklahoma
– -$214K -1,113 Closed
PIN
1399
Prudent Investors Network
California
– -$208K -1,086 Closed
WG
1400
Wealth Group
North Carolina
– -$208K -1,084 Closed
54 55
56
57 58