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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 %
MFG
201
Merit Financial Group
Georgia
$9.07M +$918K +4,981 +11%
BFS
202
Bradley Foster & Sargent
Connecticut
$9.06M -$312K -1,626 -3%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$9.01M +$163K +848 +2%
CWM
204
Cornerstone Wealth Management
Missouri
$9.01M +$136K +708 +2%
RVPG
205
Relative Value Partners Group
$8.99M -$135K -771 -1%
CIA
206
Compass Ion Advisors
Pennsylvania
$8.98M +$260K +1,354 +3%
JE
207
JMAC Enterprises
Pennsylvania
$8.95M +$1.12M +5,838 +14%
CIA
208
Concurrent Investment Advisors
Florida
$8.84M -$111K -576 -1%
PCIA
209
Prime Capital Investment Advisors
Kansas
$8.78M -$1.64M -8,536 -16%
IHWM
210
Iron Horse Wealth Management
Iowa
$8.74M +$334K +1,743 +4%
William Blair & Company
211
William Blair & Company
Illinois
$8.6M -$2.33M -12,129 -21%
FWP
212
Family Wealth Partners
North Carolina
$8.56M -$677K -3,528 -7%
E
213
ETFidea
New York
$8.5M +$92.3K +481 +1%
CFO
214
Collective Family Office
Pennsylvania
$8.49M -$234K -1,222 -3%
FCM
215
Firestone Capital Management
Florida
$8.47M +$395K +2,056 +5%
PSA
216
Plum Street Advisors
Louisiana
$8.44M -$478K -2,382 -5%
IFS
217
Ifrah Financial Services
Arkansas
$8.38M -$87.5K -456 -1%
I
218
INVST
Indiana
$8.15M +$366K +1,925 +5%
ODA
219
One Degree Advisors
California
$8.08M -$2.11K -11 -0%
SFG
220
Sage Financial Group
Pennsylvania
$8.05M -$87.7K -457 -1%
PP
221
PrairieView Partners
Minnesota
$7.97M -$154K -804 -2%
TPI
222
Trust Point Inc
Wisconsin
$7.93M +$1.11M +5,807 +16%
PWM
223
Perigon Wealth Management
California
$7.91M -$83.9K -437 -1%
PLU
224
Performa Ltd (US)
South Carolina
$7.89M +$259K +1,350 +3%
FTS
225
Fifth Third Securities
Ohio
$7.85M +$1.55M +8,094 +25%
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