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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
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 %
PWM
176
Praetorian Wealth Management
California
$11.4M +$182K +951 +2%
CIM
177
Cambria Investment Management
California
$11.3M -$7.87K -41 -0.1%
TW
178
Traveka Wealth
California
$11.2M +$1.27M +6,601 +13%
BTIM
179
BancFirst Trust & Investment Management
Oklahoma
$11.2M – – –
PPW
180
Presilium Private Wealth
Pennsylvania
$11.1M +$720K +3,753 +7%
CA
181
Cetera Advisors
Colorado
$10.9M +$4.91M +25,587 +81%
HCMT
182
Highland Capital Management (Tennessee)
Tennessee
$10.8M -$345K -1,799 -3%
GIA
183
Goodwin Investment Advisory
Georgia
$10.8M +$551K +2,874 +5%
ASN
184
Advisory Services Network
Georgia
$10.7M +$586K +3,055 +6%
FWI
185
Facet Wealth Inc
Maryland
$10.7M +$1.29M +6,899 +14%
FOFP
186
Fee-Only Financial Planning
South Carolina
$10.7M -$65.8K -343 -0.6%
WAM
187
Weinberger Asset Management
California
$10.4M +$226K +1,180 +2%
CAWM
188
Capital Advisors Wealth Management
Washington
$10.3M +$460K +2,399 +5%
SC
189
Swan Capital
Florida
$10.2M +$1.02M +5,326 +11%
ONB
190
Old National Bancorp
Indiana
$10.1M -$357K -1,860 -3%
WIC
191
Whitegate Investment Counselors
New Hampshire
$10M +$223K +1,163 +2%
CPA
192
Cardiff Park Advisors
California
$9.89M +$7.48K +39 +0.1%
BWFA
193
Baltimore-Washington Financial Advisors
Maryland
$9.78M +$282K +1,471 +3%
RZH
194
Relyea Zuckerberg Hanson
Connecticut
$9.74M -$577K -3,008 -6%
SCM
195
Steele Capital Management
Iowa
$9.6M -$1.18M -6,171 -11%
HWM
196
HB Wealth Management
Georgia
$9.29M -$48.2K -251 -0.5%
M&T Bank
197
M&T Bank
New York
$9.29M -$681K -3,550 -7%
CFG
198
Clayton Financial Group
Missouri
$9.16M +$622K +3,240 +7%
AFS
199
Annapolis Financial Services
Maryland
$9.09M -$170K -885 -2%
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$9.08M -$5.23M -27,238 -37%
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