VBR icon

Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,419 hedge funds and large institutions have $17.9B invested in Vanguard Small-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 550 increasing their positions, 513 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,419
Holders Change
+62
Holders Change %
+4.57%
% of All Funds
20.53%
Holding in Top 10
113
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.63%
% of All Funds
1.63%
New
115
Increased
550
Reduced
513
Closed
37
Calls
$9.82M
Puts
$4.46M
Net Calls
+$5.36M
Net Calls Change
+$1.73M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$332M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$270M
3
WIA
World Investment Advisors
California
+$30.7M
4
AssetMark Inc
AssetMark Inc
California
+$27.9M
5
Ameriprise
Ameriprise
Minnesota
+$27.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$216M
2
SP
Symmetry Partners
Connecticut
-$80.3M
3
MG
Mather Group
Illinois
-$78.5M
4
PP
PDS Planning
Ohio
-$55.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$53.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
PrairieView Partners
Minnesota
$7.96M -$292K -1,456 -4%
SIA
227
Spectrum Investment Advisors
Wisconsin
$7.96M +$40.8K +203 +0.5%
FCI
228
Financial Counselors Inc
Kansas
$7.91M -$69.1K -344 -0.9%
SWM
229
Sterling Wealth Management
Illinois
$7.9M -$241K -1,200 -3%
AllianceBernstein
230
AllianceBernstein
Tennessee
$7.89M +$217K +1,083 +3%
TC
231
Tacita Capital
Ontario, Canada
$7.88M -$251K -1,248 -3%
QC
232
Quent Capital
New York
$7.87M -$268K -1,333 -3%
DC
233
Davenport & Co
Virginia
$7.82M -$131K -652 -2%
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$7.79M +$77.9K +388 +1%
JIC
235
Joel Isaacson & Co
New York
$7.79M +$503K +2,504 +7%
VC
236
Veery Capital
Delaware
$7.79M +$3.15M +15,703 +68%
AWS
237
Atria Wealth Solutions
New York
$7.72M -$5.86M -29,177 -43%
ACA
238
Atlas Capital Advisors
Wyoming
$7.59M -$46.8K -233 -0.6%
KPWS
239
Kestra Private Wealth Services
Texas
$7.53M +$541K +2,694 +8%
NHC
240
Nicholas Hoffman & Company
Georgia
$7.51M -$276K -1,374 -4%
ST
241
Spinnaker Trust
Maine
$7.46M +$122K +606 +2%
SRC
242
Shufro Rose & Co
New York
$7.38M – – –
CC
243
Courier Capital
New York
$7.36M -$803 -4 -0%
First Manhattan
244
First Manhattan
New York
$7.31M +$389K +1,935 +6%
OPAM
245
Ocean Park Asset Management
California
$7.3M +$7.3M +36,348 New
ES
246
Eagle Strategies
New York
$7.29M +$404K +2,010 +6%
BWM
247
Brophy Wealth Management
New Hampshire
$7.27M +$7.27M +36,194 New
FAT
248
First American Trust
California
$7.27M +$869K +4,327 +14%
OFP
249
OLIO Financial Planning
Virginia
$7.26M +$16.7K +92 +0.2%
AIS
250
American Investment Services
Massachusetts
$7.17M -$115K -572 -2%
8 9
10
11 12