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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 %
AAS
376
Ameritas Advisory Services
Nebraska
$3.85M -$294K -1,465 -7%
IWS
377
Integrity Wealth Solutions
Colorado
$3.81M -$72.5K -361 -2%
NFC
378
Northeast Financial Consultants
Connecticut
$3.8M – – –
APP
379
Avantax Planning Partners
Iowa
$3.78M -$368K -1,834 -9%
CFSG
380
Community Financial Services Group
Vermont
$3.75M -$204K -1,015 -5%
KDA
381
Kraft Davis & Associates
Missouri
$3.74M +$188K +940 +5%
CA
382
CSM Advisors
Pennsylvania
$3.7M +$74.5K +371 +2%
UB
383
UMB Bank
Missouri
$3.69M -$500K -2,491 -12%
SC
384
Scotia Capital
Ontario, Canada
$3.68M -$2.41K -12 -0.1%
FWP
385
Falcon Wealth Planning
California
$3.65M +$97.8K +487 +3%
CWM
386
Cranbrook Wealth Management
Michigan
$3.65M -$76.5K -381 -2%
FWP
387
FAS Wealth Partners
Kansas
$3.64M +$51.2K +255 +1%
VIA
388
Vickerman Investment Advisors
Washington
$3.64M +$84.3K +420 +2%
PAI
389
Pittenger & Anderson Inc
Nebraska
$3.63M -$18.1K -90 -0.5%
CA
390
Clearstead Advisors
Ohio
$3.62M -$111K -553 -3%
FCA
391
FinTrust Capital Advisors
South Carolina
$3.61M -$83.1K -414 -2%
TAM
392
Tocqueville Asset Management
New York
$3.61M -$101K -503 -3%
SFM
393
Signet Financial Management
New Jersey
$3.55M -$169K -840 -5%
GWM
394
Greenhouse Wealth Management
Connecticut
$3.54M +$33.5K +167 +1%
CA
395
CWC Advisors
Oregon
$3.53M +$3.53M +17,594 New
WP
396
WealthShield Partners
North Carolina
$3.53M +$451K +2,246 +15%
CAMG
397
CWA Asset Management Group
Florida
$3.53M +$3.53M +17,566 New
WPC
398
Wedmont Private Capital
Pennsylvania
$3.52M +$365K +1,845 +12%
BW
399
BIP Wealth
Georgia
$3.51M +$850K +4,234 +32%
SWM
400
Spire Wealth Management
Virginia
$3.49M +$13.5K +67 +0.4%
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