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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.03B 15,767,490 +5,032,701 +47%
Betterment LLC
2
Betterment LLC
New York
$818M 4,261,605 -3,814,106 -47%
Morgan Stanley
3
Morgan Stanley
New York
$799M 4,164,442 -4,403,418 -51%
AssetMark Inc
4
AssetMark Inc
California
$678M 3,534,864 +215,770 +7%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$583M 3,036,974 -218,303 -7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$417M 2,173,390 -405,398 -16%
Wells Fargo
7
Wells Fargo
California
$301M 1,570,561 +36,348 +2%
UBS Group
8
UBS Group
Switzerland
$293M 1,527,881 +39,648 +3%
Goldman Sachs
9
Goldman Sachs
New York
$284M 1,479,027 -532,178 -26%
MG
10
Mather Group
Illinois
$259M 1,437,525 -2,707 -0.2%
SEI Investments
11
SEI Investments
Pennsylvania
$243M 1,266,835 +59,520 +5%
LPL Financial
12
LPL Financial
California
$217M 1,133,135 +32,082 +3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$198M 1,031,246 +7,561 +0.7%
CL
14
Choreo LLC
Illinois
$170M 885,528 -57,727 -6%
AL
15
Aspiriant LLC
California
$145M 753,095 +2,309 +0.3%
HighTower Advisors
16
HighTower Advisors
Illinois
$144M 748,331 -20,820 -3%
Ameriprise
17
Ameriprise
Minnesota
$140M 726,504 -34,073 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$139M 723,260 -212,299 -23%
AF
19
Allworth Financial
California
$132M 685,765 +5,326 +0.8%
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
$130M 679,484 +28,335 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$118M 617,250 +17,430 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$116M 602,463 +460,617 +325%
EA
23
Efficient Advisors
Ohio
$115M 597,685 -4,846 -0.8%
MCCA
24
Mill Creek Capital Advisors
Pennsylvania
$106M 553,377 +65,167 +13%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$103M 538,995 -15,186 -3%
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