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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 %
CA
326
CGN Advisors
Kansas
$5.06M -$329K -1,638 -6%
EIM
327
Ervin Investment Management
Washington
$5.06M +$161K +802 +3%
NL
328
NWAM LLC
Washington
$5.05M +$5.05M +25,133 New
MAM
329
Mainsail Asset Management
Alabama
$5.04M -$152K -755 -3%
CIA
330
Choate Investment Advisors
Massachusetts
$4.99M +$86.3K +430 +2%
BRWA
331
B. Riley Wealth Advisors
Florida
$4.98M -$565K -2,843 -10%
RJT
332
Raymond James Trust
Florida
$4.98M +$199K +990 +4%
LSA
333
Lansing Street Advisors
Pennsylvania
$4.97M +$131K +650 +3%
LFS
334
Lutz Financial Services
Nebraska
$4.97M -$18.7K -93 -0.4%
CCM
335
Coldstream Capital Management
Washington
$4.93M +$2.79M +13,501 +130%
WIC
336
Willis Investment Counsel
Georgia
$4.92M +$321K +1,600 +7%
GJIA
337
Glass Jacobson Investment Advisors
Maryland
$4.85M +$39.6K +197 +0.8%
MFG
338
Mainsail Financial Group
Washington
$4.84M -$552K -2,776 -10%
BIA
339
Barry Investment Advisors
Massachusetts
$4.83M +$392K +1,954 +9%
AAP
340
Arax Advisory Partners
Colorado
$4.83M -$1.87M -9,316 -28%
MCM
341
MAI Capital Management
Ohio
$4.82M -$137K -683 -3%
IWM
342
IHT Wealth Management
Illinois
$4.77M -$39.3K -196 -0.8%
JIR
343
James Investment Research
Ohio
$4.67M -$131K -652 -3%
Citigroup
344
Citigroup
New York
$4.66M -$603K -3,003 -11%
SPC
345
Sigma Planning Corp
Michigan
$4.64M -$19.7K -98 -0.4%
CB
346
Commerce Bank
Missouri
$4.62M +$189K +942 +4%
BRG
347
Bay Rivers Group
Virginia
$4.61M +$12.9K +64 +0.3%
BJL
348
Brighton Jones LLC
Washington
$4.58M -$292K -1,454 -6%
PWM
349
Perigon Wealth Management
California
$4.55M -$3.6M -17,955 -44%
KSWA
350
Kathleen S. Wright Associates
Pennsylvania
$4.5M +$19.1K +95 +0.4%
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