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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 %
CWP
1401
Core Wealth Partners
California
– -$206K -1,073 Closed
FMWA
1402
Forvis Mazars Wealth Advisors
Missouri
– -$206K -1,071 Closed
CCA
1403
Cobblestone Capital Advisors
New York
– -$206K -1,071 Closed
LNWWM
1404
Laird Norton Wetherby Wealth Management
California
– -$205K -1,070 Closed
VVP
1405
Venture Visionary Partners
Ohio
– -$205K -1,070 Closed
MPM
1406
Meritage Portfolio Management
Kansas
– -$204K -1,063 Closed
PF
1407
Prosperitas Financial
California
– -$203K -1,060 Closed
CPW
1408
Cove Private Wealth
New York
– -$201K -1,050 Closed
SN
1409
Sittner & Nelson
Oregon
– -$201K -1,049 Closed
CWR
1410
Chico Wealth RIA
California
– -$201K -1,047 Closed
CA
1411
CoreCap Advisors
Michigan
– -$84.5K -440 Closed
GCM
1412
Garland Capital Management
Washington
– -$48.7K -254 Closed
PAM
1413
Palisade Asset Management
Minnesota
– -$43.7K -228 Closed
LF
1414
LifeSteps Financial
California
– -$36.8K -192 Closed
MFA
1415
Morling Financial Advisors
California
– -$25.7K -134 Closed
HFS
1416
Hantz Financial Services
Michigan
– -$22K -114 Closed
IPW
1417
Impact Partnership Wealth
Georgia
– -$21.2K -111 Closed
LTI
1418
Laffer Tengler Investments
Tennessee
– -$20.3K -106 Closed
WPWM
1419
Western Pacific Wealth Management
Illinois
– -$15.7K -82 Closed
NMM
1420
Naples Money Management
Florida
– -$15.2K -79 Closed
FFWM
1421
Future Financial Wealth Management
Ohio
– -$9.4K -49 Closed
VL
1422
Vima LLC
Michigan
– -$6.67K -42 Closed
MWM
1423
Mascoma Wealth Management
New Hampshire
– -$7.68K -40 Closed
MM
1424
Main Management
California
– -$4K -21 Closed
B
1425
Birchbrook
Maine
– -$3.84K -20 Closed
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