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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 %
PMFA
126
Plante Moran Financial Advisors
Michigan
$15.9M -$1.9M -9,915 -11%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$15.6M -$1.03M -5,380 -6%
Natixis Advisors
128
Natixis Advisors
Massachusetts
$15.4M -$3.07M -16,001 -17%
AA
129
Ancora Advisors
Ohio
$15.3M +$623K +3,247 +4%
GFWA
130
Grey Fox Wealth Advisors
Delaware
$15.2M +$1.59M +8,272 +12%
NECFA
131
New England Capital Financial Advisors
Connecticut
$15M -$21.9K -114 -0.1%
LWP
132
LMG Wealth Partners
Louisiana
$14.8M -$2.38M -12,386 -14%
LI
133
LMCG Investments
Massachusetts
$14.8M -$8.09M -42,155 -35%
BWP
134
Baldwin Wealth Partners
Massachusetts
$14.8M -$368K -1,916 -2%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$14.8M -$47.4K -247 -0.3%
AT
136
Arden Trust
Delaware
$14.7M +$24.4K +127 +0.2%
KBFS
137
Kohmann Bosshard Financial Services
Ohio
$14.5M -$1.28M -6,689 -8%
AWA
138
Aaron Wealth Advisors
Illinois
$14.5M +$220K +1,144 +2%
AWS
139
Atria Wealth Solutions
New York
$14.4M -$660K -3,439 -4%
BFEC
140
Benjamin F. Edwards & Company
Missouri
$14.3M -$379K -1,973 -3%
PFM
141
Phillips Financial Management
Indiana
$14.3M -$628K -3,273 -4%
QIM
142
Quest Investment Management
Oregon
$14.3M – – –
JIC
143
Johnson Investment Counsel
Ohio
$14.3M +$530K +2,763 +4%
AI
144
Arvest Investments
Arkansas
$14.2M -$641K -3,339 -4%
FC
145
Family CFO
California
$14M -$31.7K -165 -0.2%
FPAS
146
Focus Partners Advisor Solutions
Missouri
$14M -$1.51M -7,883 -10%
JCM
147
Jacobsen Capital Management
Utah
$13.7M -$6.77M -35,272 -33%
PP
148
Prosperity Planning
Missouri
$13.7M +$698K +3,638 +5%
FPIS
149
Financial Planning & Information Services
Wisconsin
$13.5M -$354K -1,847 -3%
DADC
150
D.A. Davidson & Co
Montana
$13.3M +$1.97M +10,291 +17%
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