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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 %
CFS
276
Cannon Financial Strategists
Georgia
$6.54M -$16.9K -84 -0.3%
WT
277
Whittier Trust
California
$6.53M – – –
IC
278
Innealta Capital
Texas
$6.52M -$1.41K -7 -0%
ACS
279
Archford Capital Strategies
Illinois
$6.51M +$39.8K +197 +0.6%
WLIM
280
White Lighthouse Investment Management
Massachusetts
$6.47M -$36.7K -183 -0.6%
WAP
281
Wealthcare Advisory Partners
Pennsylvania
$6.47M +$3.05M +15,189 +89%
AM
282
AGF Management
Ontario, Canada
$6.43M -$30.1K -150 -0.5%
MWA
283
Monograph Wealth Advisors
California
$6.37M +$485K +2,416 +8%
MFWP
284
Mosaic Family Wealth Partners
Missouri
$6.36M +$55.4K +276 +0.9%
ML
285
Mayport LLC
Massachusetts
$6.28M +$390K +1,944 +7%
Vanguard Group
286
Vanguard Group
Pennsylvania
$6.27M +$210K +1,047 +3%
HP
287
Hyperion Partners
Pennsylvania
$6.26M +$347K +1,730 +6%
I
288
INVST
Indiana
$6.26M -$1.04M -5,194 -14%
AIM
289
Alhambra Investment Management
Florida
$6.22M +$2.45M +12,194 +65%
AA
290
Atmos Advisory
Pennsylvania
$6.21M +$223K +1,112 +4%
FMTCOCP
291
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.04M +$55.2K +275 +0.9%
KCPG
292
Kavar Capital Partners Group
Kansas
$5.97M -$79.1K -394 -1%
PFA
293
Pure Financial Advisors
California
$5.97M +$123K +613 +2%
CPIG
294
Chicago Partners Investment Group
Illinois
$5.95M +$78.4K +392 +1%
CA
295
Cornerstone Advisory
Maryland
$5.94M -$264K -1,313 -4%
TPI
296
Trust Point Inc
Wisconsin
$5.93M +$121K +601 +2%
GB
297
Goepper Burkhardt
South Carolina
$5.92M -$284K -1,415 -5%
VAM
298
Verity Asset Management
North Carolina
$5.83M +$728K +3,628 +14%
BOPW
299
Brandywine Oak Private Wealth
Pennsylvania
$5.78M +$6.83K +34 +0.1%
TA
300
TFB Advisors
Kansas
$5.72M -$76.7K -382 -1%
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