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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.

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
1
Axiom Advisory
California
$249M
2
Bank of America
2
Bank of America
North Carolina
$3.07B
3
RIA
3
Retirement Investment Advisors
Oklahoma
$57.1M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$92.6M
5
SP
5
Symmetry Partners
Connecticut
$90.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$429M
2
SAG
2
SageView Advisory Group
California
$942K
3
Betterment LLC
3
Betterment LLC
New York
$700M
4
Morgan Stanley
4
Morgan Stanley
New York
$708M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$145M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.07B 16,792,976 +1,025,486 +7%
Morgan Stanley
2
Morgan Stanley
New York
$708M 3,878,881 -285,561 -7%
Betterment LLC
3
Betterment LLC
New York
$700M 3,833,661 -427,944 -10%
AssetMark Inc
4
AssetMark Inc
California
$671M 3,678,348 +143,484 +4%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$429M 2,352,211 -684,763 -23%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$399M 2,188,628 +15,238 +0.7%
Wells Fargo
7
Wells Fargo
California
$286M 1,565,828 -4,733 -0.3%
MG
8
Mather Group
Illinois
$279M 1,452,121 +14,596 +1%
UBS Group
9
UBS Group
Switzerland
$277M 1,519,052 -8,829 -0.6%
Goldman Sachs
10
Goldman Sachs
New York
$264M 1,445,451 -33,576 -2%
AA
11
Axiom Advisory
California
$249M 1,349,701 +1,328,499 +6,266%
SEI Investments
12
SEI Investments
Pennsylvania
$244M 1,336,004 +69,169 +5%
LPL Financial
13
LPL Financial
California
$210M 1,150,361 +17,226 +2%
CL
14
Choreo LLC
Illinois
$154M 850,822 -34,706 -4%
AL
15
Aspiriant LLC
California
$150M 820,871 +67,776 +9%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$145M 795,036 -236,210 -23%
AF
17
Allworth Financial
California
$134M 696,868 +11,103 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$131M 717,682 -5,578 -0.8%
HighTower Advisors
19
HighTower Advisors
Illinois
$127M 693,430 -54,901 -7%
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
$125M 682,735 +3,251 +0.5%
Ameriprise
21
Ameriprise
Minnesota
$119M 650,071 -76,433 -11%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$114M 623,769 +6,519 +1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$111M 606,147 +3,684 +0.6%
EA
24
Efficient Advisors
Ohio
$107M 585,468 -12,217 -2%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$99.3M 544,292 +5,297 +1%
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