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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 %
KIM
126
Kestra Investment Management
Texas
$15.2M +$15.2M +83,429 New
BFA
127
BBJS Financial Advisors
Washington
$15.1M -$659K -3,612 -4%
PMFA
128
Plante Moran Financial Advisors
Michigan
$15.1M -$94.2K -516 -0.6%
AC
129
Apella Capital
Connecticut
$14.9M -$1.23M -6,845 -8%
CA
130
Capital Advantage
California
$14.8M +$2.01M +11,100 +16%
SCI
131
Silver Coast Investments
United States
$14.6M +$2.86M +15,675 +24%
NECFA
132
New England Capital Financial Advisors
Connecticut
$14.5M +$236K +1,294 +2%
AA
133
Ancora Advisors
Ohio
$14.4M -$211K -1,154 -1%
JIC
134
Johnson Investment Counsel
Ohio
$14.2M +$616K +3,375 +5%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$14M -$98.2K -535 -0.7%
AWA
136
Aaron Wealth Advisors
Illinois
$14M +$216K +1,186 +2%
LWP
137
LMG Wealth Partners
Louisiana
$13.9M -$231K -1,265 -2%
AT
138
Arden Trust
Delaware
$13.9M -$93.1K -510 -0.7%
QIM
139
Quest Investment Management
Oregon
$13.6M – – –
PFM
140
Phillips Financial Management
Indiana
$13.5M -$87.1K -477 -0.6%
FC
141
Family CFO
California
$13.2M -$50K -274 -0.4%
AI
142
Arvest Investments
Arkansas
$13.1M -$408K -2,236 -3%
BFEC
143
Benjamin F. Edwards & Company
Missouri
$13M -$666K -3,648 -5%
WMWM
144
Whitaker-Myers Wealth Managers
Ohio
$12.9M +$1.48M +8,098 +13%
ASN
145
Advisory Services Network
Georgia
$12.9M +$2.73M +14,957 +27%
Bank of New York Mellon
146
Bank of New York Mellon
New York
$12.8M +$667K +3,656 +6%
AAS
147
Avantax Advisory Services
Texas
$12.8M +$1M +5,504 +9%
CCA
148
Checchi Capital Advisers
California
$12.7M -$8.76K -48 -0.1%
DADC
149
D.A. Davidson & Co
Montana
$12.6M -$58.8K -322 -0.5%
JCM
150
Jacobsen Capital Management
Utah
$12.6M -$430K -2,357 -3%
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