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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 %
MFG
201
Merit Financial Group
Georgia
$8.72M -$268K -1,470 -3%
KBFS
202
Kohmann Bosshard Financial Services
Ohio
$8.66M -$5.12M -28,076 -37%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$8.64M +$70.5K +386 +0.8%
CWM
204
Cornerstone Wealth Management
Missouri
$8.61M +$40.5K +222 +0.5%
CIA
205
Concurrent Investment Advisors
Florida
$8.6M +$189K +1,033 +2%
PLU
206
Performa Ltd (US)
South Carolina
$8.55M +$1.04M +5,723 +14%
IHWM
207
Iron Horse Wealth Management
Iowa
$8.55M +$236K +1,294 +3%
AFS
208
Annapolis Financial Services
Maryland
$8.46M -$187K -1,027 -2%
FFP
209
Forbes Financial Planning
Rhode Island
$8.4M +$6.4M +35,072 +320%
FCM
210
Firestone Capital Management
Florida
$8.35M +$292K +1,601 +4%
William Blair & Company
211
William Blair & Company
Illinois
$8.22M +$40K +219 +0.5%
BFS
212
Bradley Foster & Sargent
Connecticut
$8.18M -$438K -2,402 -5%
E
213
ETFidea
New York
$8.12M +$31.2K +171 +0.4%
VFG
214
Victory Financial Group
Texas
$8.03M +$857K +4,694 +12%
CFO
215
Collective Family Office
Pennsylvania
$7.95M -$125K -686 -2%
PSA
216
Plum Street Advisors
Louisiana
$7.85M +$176K +965 +2%
IFS
217
Ifrah Financial Services
Arkansas
$7.78M -$189K -1,035 -2%
ODA
218
One Degree Advisors
California
$7.77M +$82.1K +450 +1%
SFG
219
Sage Financial Group
Pennsylvania
$7.72M +$62.6K +343 +0.8%
FHA
220
First Horizon Advisors
Tennessee
$7.69M +$283K +1,552 +4%
GM
221
GeoWealth Management
Illinois
$7.58M +$149K +815 +2%
PP
222
PrairieView Partners
Minnesota
$7.51M -$72.8K -399 -1%
PWM
223
Perigon Wealth Management
California
$7.42M -$104K -568 -1%
SWM
224
Sterling Wealth Management
Illinois
$7.41M – – –
QC
225
Quent Capital
New York
$7.4M +$11.5K +63 +0.2%
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