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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 %
AOWM
351
Alpha Omega Wealth Management
Virginia
$4.46M -$10.2K -51 -0.2%
CI
352
CX Institutional
Indiana
$4.43M -$528K -2,629 -11%
TIM
353
Tortoise Investment Management
New York
$4.43M -$967K -4,814 -18%
SFG
354
SNS Financial Group
Minnesota
$4.35M -$201K -1,001 -4%
PFG
355
Pinnacle Financial Group
Illinois
$4.35M +$456K +2,269 +12%
VFA
356
Valeo Financial Advisors
Indiana
$4.32M +$241K +1,592 +6%
PA
357
PFG Advisors
Arizona
$4.3M +$220K +1,095 +5%
FA
358
FDx Advisors
Illinois
$4.28M -$133K -663 -3%
IWC
359
Integrated Wealth Concepts
Massachusetts
$4.24M -$765K -3,812 -15%
RA
360
RFG Advisory
Alabama
$4.21M -$871K -4,336 -17%
P
361
&Partners
Tennessee
$4.17M +$958K +4,769 +30%
BAM
362
Beaumont Asset Management
Texas
$4.13M -$103K -514 -2%
RLWM
363
RF&L Wealth Management
Massachusetts
$4.13M -$4.62K -23 -0.1%
SFO
364
Stokes Family Office
Louisiana
$4.13M +$52.2K +260 +1%
TC
365
TownSquare Capital
Utah
$4.09M -$404K -2,011 -9%
SF
366
Synovus Financial
Georgia
$4.08M +$2.52M +12,571 +162%
ACM
367
Advisors Capital Management
New Jersey
$4.08M -$491K -2,446 -11%
RFC
368
Regions Financial Corp
Alabama
$4.08M -$28.1K -140 -0.7%
FM
369
Foster & Motley
Ohio
$4.06M -$295K -1,471 -7%
EWM
370
Evergreen Wealth Management
Michigan
$4.06M +$187K +933 +5%
MWA
371
Martel Wealth Advisors
Washington
$3.99M -$83.6K -419 -2%
EGA
372
E&G Advisors
Texas
$3.96M +$14K +70 +0.4%
IFA
373
Index Fund Advisors
California
$3.92M -$14.1K -70 -0.4%
TWM
374
TriaGen Wealth Management
California
$3.87M +$150K +746 +4%
CW
375
CreativeOne Wealth
Kansas
$3.85M +$478K +2,380 +14%
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