VBR icon

Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,420 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, 551 increasing their positions, 513 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,420
Holders Change
+62
Holders Change %
+4.57%
% of All Funds
20.54%
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
551
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 %
CP
301
Creekside Partners
California
$5.72M +$17.5K +87 +0.3%
GPI
302
General Partner Inc
Pennsylvania
$5.72M – – –
Wealthfront Advisers
303
Wealthfront Advisers
California
$5.69M +$1.09M +5,448 +24%
CWM
304
Chemistry Wealth Management
New York
$5.68M -$242K -1,206 -4%
EFS
305
Essex Financial Services
Connecticut
$5.65M +$6.42K +1,387 +0.1%
RIM
306
Rockbridge Investment Management
New York
$5.57M -$306K -1,524 -5%
BNP Paribas Financial Markets
307
BNP Paribas Financial Markets
France
$5.56M -$4.48M -22,292 -45%
AWM
308
Aspire Wealth Management
Massachusetts
$5.5M +$64.5K +321 +1%
TC
309
Tenret Company
Florida
$5.47M +$242K +1,207 +5%
AWE
310
Avidian Wealth Enterprises
Texas
$5.42M -$124K -616 -2%
SG
311
Sharper & Granite
California
$5.38M +$117K +585 +2%
MCM
312
Manchester Capital Management
Vermont
$5.31M – – –
NB
313
NBT Bank
New York
$5.27M +$748K +3,724 +17%
SC
314
Swan Capital
Florida
$5.25M -$2.16M -10,743 -29%
WFP
315
Wrenne Financial Planning
Kentucky
$5.25M +$76.7K +382 +1%
ACA
316
Ackerman Capital Advisors
Texas
$5.24M -$117K -583 -2%
AWM
317
Apollon Wealth Management
South Carolina
$5.21M -$122K -610 -2%
Northern Trust
318
Northern Trust
Illinois
$5.19M -$370K -1,843 -7%
AFP
319
Ausdal Financial Partners
Iowa
$5.18M +$31.1K +155 +0.6%
LIA
320
LifePlan Investment Advisors
North Carolina
$5.17M +$93.6K +466 +2%
LG
321
LAM Group
Oregon
$5.13M -$55.2K -275 -1%
EFG
322
Everhart Financial Group
Ohio
$5.11M +$73.9K +368 +1%
BSB
323
Bangor Savings Bank
Maine
$5.1M -$89.3K -445 -2%
CFGL
324
Cambridge Financial Group, LLC
Arizona
$5.08M +$2.41K +12 +0%
TI
325
Truepoint Inc
Ohio
$5.06M -$28.1K -140 -0.6%
11 12
13
14 15