VBR icon

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
1
Bank of America
North Carolina
$3.03B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$116M
3
SAG
3
SageView Advisory Group
California
$82.4M
4
AssetMark Inc
4
AssetMark Inc
California
$678M
5
EF
5
Empowered Funds
Pennsylvania
$18.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$799M
2
Betterment LLC
2
Betterment LLC
New York
$818M
3
Goldman Sachs
3
Goldman Sachs
New York
$284M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$417M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Capital Advantage
California
$13.3M +$317K +1,683 +2%
CCA
152
Checchi Capital Advisers
California
$13.3M -$6.45M -33,622 -33%
SOWBOCOPL
153
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$13.2M – – –
PPP
154
Private Portfolio Partners
New Jersey
$13.2M +$517K +2,697 +4%
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$13.2M -$6.43M -33,535 -33%
PGFC
156
Peapack-Gladstone Financial Corp
New Jersey
$13.1M -$7.1K -37 -0.1%
FSWA
157
Financial Synergies Wealth Advisors
Texas
$12.9M -$9.93M -51,753 -43%
TYCC
158
Texas Yale Capital Corp
Florida
$12.9M +$384 +2 +0%
SPIA
159
Steward Partners Investment Advisory
New York
$12.9M +$2.27M +11,835 +21%
CWM
160
Capital Wealth Management
Rhode Island
$12.8M -$132K -686 -1%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$12.7M -$143K -745 -1%
GC
162
Garde Capital
Washington
$12.6M -$458K -2,387 -4%
WBG
163
Wharton Business Group
Pennsylvania
$12.6M +$11.5K +60 +0.1%
EI
164
Ellevest Inc
New York
$12.6M +$78.9K +411 +0.6%
SCI
165
Silver Coast Investments
United States
$12.4M -$1.71M -8,919 -12%
AAS
166
Avantax Advisory Services
Texas
$12.4M -$512K -2,667 -4%
TWM
167
Tradition Wealth Management
Minnesota
$12.3M +$31.7K +165 +0.3%
HC
168
Hillman Company
Pennsylvania
$12.1M +$6.96M +36,272 +135%
WMWM
169
Whitaker-Myers Wealth Managers
Ohio
$12.1M +$1.74M +9,086 +17%
HB
170
HTLF Bank
Colorado
$12M -$207K -1,080 -2%
BCIM
171
Bishop & Co Investment Management
Pennsylvania
$11.6M -$12M -62,695 -51%
MWA
172
Moser Wealth Advisors
Washington
$11.6M +$149K +776 +1%
CWM
173
Congress Wealth Management
Massachusetts
$11.5M -$97.3K -507 -0.8%
CTWM
174
Cherry Tree Wealth Management
Minnesota
$11.5M +$258K +1,345 +2%
SIA
175
Strategic Investment Advisors
Michigan
$11.4M +$385K +2,004 +3%
5 6
7
8 9