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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 %
CWM
151
Congress Wealth Management
Massachusetts
$12.6M +$1.62M +8,889 +15%
SOWBOCOPL
152
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$12.6M – – –
CWM
153
Capital Wealth Management
Rhode Island
$12.5M +$378K +2,072 +3%
Pathstone Holdings
154
Pathstone Holdings
New Jersey
$12.5M -$30.3K -166 -0.2%
BF
155
Brooklyn FI
New York
$12.4M -$3.34M -18,292 -21%
AWS
156
Atria Wealth Solutions
New York
$12.4M -$1.33M -7,288 -10%
TYCC
157
Texas Yale Capital Corp
Florida
$12.2M -$27.4K -150 -0.2%
EI
158
Ellevest Inc
New York
$12.2M +$250K +1,370 +2%
EDRIA
159
Edmonds Duncan Registered Investment Advisors
Kansas
$12.1M -$326K -1,784 -3%
SPIA
160
Steward Partners Investment Advisory
New York
$12.1M -$129K -708 -1%
TWM
161
Tradition Wealth Management
Minnesota
$12.1M +$334K +1,829 +3%
PP
162
Prosperity Planning
Missouri
$12M -$1.04M -5,688 -8%
WBG
163
Wharton Business Group
Pennsylvania
$12M +$17.3K +95 +0.1%
PGFC
164
Peapack-Gladstone Financial Corp
New Jersey
$11.9M -$540K -2,959 -4%
GC
165
Garde Capital
Washington
$11.6M -$341K -1,866 -3%
HB
166
HTLF Bank
Colorado
$11.6M +$207K +1,133 +2%
HC
167
Hillman Company
Pennsylvania
$11.5M – – –
TW
168
Traveka Wealth
California
$11.3M +$629K +3,446 +6%
MWA
169
Moser Wealth Advisors
Washington
$11.3M +$272K +1,491 +2%
SIA
170
Strategic Investment Advisors
Michigan
$11.2M +$390K +2,137 +4%
PPW
171
Presilium Private Wealth
Pennsylvania
$11.2M +$597K +3,270 +6%
FSWA
172
Financial Synergies Wealth Advisors
Texas
$11.2M -$1.14M -6,217 -9%
BCIM
173
Bishop & Co Investment Management
Pennsylvania
$11.1M +$54.6K +299 +0.5%
PWM
174
Praetorian Wealth Management
California
$11M +$147K +803 +1%
FWI
175
Facet Wealth Inc
Maryland
$10.9M -$407K -2,059 -4%
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