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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 %
CM
251
Cornerstone Management
Georgia
$7.17M -$437K -2,177 -6%
NJIM
252
Nabity-Jensen Investment Management
Nebraska
$7.08M +$6.83K +34 +0.1%
Brown Advisory
253
Brown Advisory
Maryland
$7.03M -$40.2K -200 -0.6%
GM
254
GeoWealth Management
Illinois
$7.03M -$1.31M -6,503 -16%
GCM
255
Granby Capital Management
Florida
$7.03M – – –
AWM
256
AE Wealth Management
Kansas
$7.02M +$219K +1,091 +3%
AWA
257
Arbor Wealth Advisors
Michigan
$7.01M +$13.9K +69 +0.2%
LFP
258
Leeward Financial Partners
Washington
$6.92M +$117K +585 +2%
OIA
259
OneDigital Investment Advisors
Kansas
$6.9M +$849K +4,231 +14%
NFW
260
Noble Family Wealth
Florida
$6.88M -$13.3K -66 -0.2%
RFA
261
RTD Financial Advisors
Pennsylvania
$6.88M +$8.63K +43 +0.1%
FTS
262
Fifth Third Securities
Ohio
$6.86M -$240K -1,193 -3%
ABWM
263
Alpine Bank Wealth Management
Colorado
$6.8M +$6.8M +33,861 New
TW
264
Towerpoint Wealth
California
$6.79M +$157K +781 +2%
Koshinski Asset Management
265
Koshinski Asset Management
Illinois
$6.77M +$696K +3,468 +11%
PFP
266
Pinnacle Financial Partners
Tennessee
$6.69M -$51K -254 -0.8%
ATPW
267
Ashton Thomas Private Wealth
Arizona
$6.69M +$39.2K +195 +0.6%
AA
268
Advisory Alpha
Michigan
$6.67M +$54K +269 +0.8%
FFA
269
Farther Finance Advisors
California
$6.67M -$425K -2,115 -6%
SSW
270
Stone Summit Wealth
Florida
$6.64M -$43.8K -218 -0.7%
PCIA
271
Prime Capital Investment Advisors
Kansas
$6.62M -$276K -1,375 -4%
MWM
272
MorganRosel Wealth Management
Colorado
$6.6M +$803 +4 +0%
QWM
273
Quadcap Wealth Management
Texas
$6.58M +$561K +2,796 +9%
VCAM
274
Van Cleef Asset Management
Ohio
$6.58M -$8.83K -44 -0.1%
MCCP
275
Mission Creek Capital Partners
California
$6.57M -$315K -1,567 -5%
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