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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 %
CTWM
176
Cherry Tree Wealth Management
Minnesota
$10.9M -$73.9K -405 -0.7%
BTIM
177
BancFirst Trust & Investment Management
Oklahoma
$10.7M +$90.9K +501 +0.9%
FPIS
178
Financial Planning & Information Services
Wisconsin
$10.5M -$2.35M -12,880 -18%
LI
179
LMCG Investments
Massachusetts
$10.5M -$3.61M -19,762 -26%
CIM
180
Cambria Investment Management
California
$10.4M -$366K -2,003 -3%
WIC
181
Whitegate Investment Counselors
New Hampshire
$10.2M +$651K +3,566 +7%
FOFP
182
Fee-Only Financial Planning
South Carolina
$10.2M -$5.66K -31 -0.1%
HCMT
183
Highland Capital Management (Tennessee)
Tennessee
$10.2M -$163K -894 -2%
CFG
184
Clayton Financial Group
Missouri
$9.91M +$743K +3,874 +8%
CAWM
185
Capital Advisors Wealth Management
Washington
$9.85M +$86.2K +472 +0.9%
WAM
186
Weinberger Asset Management
California
$9.82M -$74.5K -408 -0.8%
BWFA
187
Baltimore-Washington Financial Advisors
Maryland
$9.56M +$257K +1,409 +3%
M&T Bank
188
M&T Bank
New York
$9.49M +$655K +3,586 +7%
GIA
189
Goodwin Investment Advisory
Georgia
$9.48M -$771K -4,226 -8%
CPA
190
Cardiff Park Advisors
California
$9.37M -$41.1K -225 -0.4%
SCM
191
Steele Capital Management
Iowa
$9.19M -$184 -1 -0%
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$9.13M +$9.13M +50,000 New
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$9M -$5.82M -31,892 -39%
CIA
194
Compass Ion Advisors
Pennsylvania
$8.98M – – –
JE
195
JMAC Enterprises
Pennsylvania
$8.91M +$397K +2,176 +5%
FWP
196
Family Wealth Partners
North Carolina
$8.89M +$742K +4,065 +9%
PA
197
Parallel Advisors
California
$8.88M +$1.43M +7,836 +19%
HWM
198
HB Wealth Management
Georgia
$8.85M +$7.85K +43 +0.1%
RZH
199
Relyea Zuckerberg Hanson
Connecticut
$8.76M -$505K -2,769 -5%
ONB
200
Old National Bancorp
Indiana
$8.75M -$840K -4,601 -9%
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