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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 %
IIC
1401
Integrated Investment Consultants
Michigan
– -$312K -1,732 Closed
WF
1402
WoodTrust Financial
Wisconsin
– -$310K -1,724 Closed
TA
1403
TFG Advisers
Michigan
– -$303K -1,685 Closed
CWP
1404
Corepath Wealth Partners
Arizona
– -$293K -1,663 Closed
CCMG
1405
Clark Capital Management Group
Pennsylvania
– -$297K -1,652 Closed
TRCT
1406
Tower Research Capital (TRC)
New York
– -$294K -1,635 Closed
CF
1407
Clarity Financial
Texas
– -$276K -1,536 Closed
BBI
1408
Baxter Bros Inc
Connecticut
– -$273K -1,517 Closed
OWM
1409
Opes Wealth Management
California
– -$262K -1,457 Closed
AAM
1410
Aureus Asset Management
Massachusetts
– -$256K -1,420 Closed
RIS
1411
Retirement Income Solutions
Michigan
– -$249K -1,382 Closed
AF
1412
Affiance Financial
Minnesota
– -$243K -1,352 Closed
LCM
1413
Liberty Capital Management
Michigan
– -$233K -1,294 Closed
EARNEST Partners
1414
EARNEST Partners
Georgia
– -$228K -1,269 Closed
BWA
1415
Bordeaux Wealth Advisors
California
– -$226K -1,258 Closed
MLFP
1416
MPS Loria Financial Planners
Illinois
– -$215K -1,195 Closed
RFP
1417
Root Financial Partners
California
– -$215K -1,193 Closed
APC
1418
Asset Planning Corporation
Tennessee
– -$213K -1,183 Closed
KWA
1419
Kingswood Wealth Advisors
California
– -$207K -1,148 Closed
ACM
1420
Advance Capital Management
Michigan
– -$206K -1,142 Closed
AFP
1421
Alpha Financial Partners
Kentucky
– -$202K -1,122 Closed
LA
1422
LM Advisors
California
– -$138K -769 Closed
RPCA
1423
Running Point Capital Advisors
California
– -$76.7K -426 Closed
RCM
1424
Richardson Capital Management
Wisconsin
– -$69.3K -385 Closed
Qube Research & Technologies (QRT)
1425
Qube Research & Technologies (QRT)
United Kingdom
– -$59.9K -333 Closed
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