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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 %
MFIM
401
Mesirow Financial Investment Management
Illinois
$3.49M +$1.75M +8,722 +101%
MBI
402
May Barnhard Investments
Maryland
$3.49M +$463K +2,304 +15%
FFO
403
Fiduciary Family Office
Florida
$3.48M +$11K +55 +0.3%
TF
404
Theory Financial
Colorado
$3.48M -$87.1K -438 -2%
REMPR
405
Roof Eidam Maycock Peralta (REMP)
California
$3.46M -$11.6K -58 -0.3%
WRPWM
406
Werba Rubin Papier Wealth Management
California
$3.45M -$150K -749 -4%
OCFG
407
O'Connor Financial Group
Illinois
$3.43M -$210K -1,047 -6%
SEIA
408
Signature Estate & Investment Advisors
California
$3.41M +$170K +849 +5%
CANC
409
Culbertson A N & Co
Virginia
$3.39M +$553K +2,755 +19%
3IP
410
3Chopt Investment Partners
Virginia
$3.38M -$64.5K -321 -2%
WF
411
Warner Financial
Maryland
$3.38M +$94K +468 +3%
ECM
412
Elgethun Capital Management
South Dakota
$3.37M +$277K +1,379 +9%
JWA
413
JFS Wealth Advisors
Pennsylvania
$3.37M +$3.29M +16,394 +4,109%
WFM
414
Wolff Financial Management
Michigan
$3.37M +$3.37M +16,766 New
NWM
415
Northwest Wealth Management
Iowa
$3.35M -$22.1K -110 -0.7%
MHIC
416
Marble Harbor Investment Counsel
Massachusetts
$3.3M -$10K -50 -0.3%
SFS
417
Sowell Financial Services
Arkansas
$3.29M -$167K -832 -5%
ZC
418
Zeit Capital
Colorado
$3.29M -$7.43K -37 -0.2%
HWA
419
Heartwood Wealth Advisors
Virginia
$3.26M +$110K +547 +3%
FLPIM
420
F.L. Putnam Investment Management
Massachusetts
$3.26M -$1.8M -8,942 -36%
BCM
421
Brookstone Capital Management
Illinois
$3.22M +$401K +1,996 +14%
IA
422
IFP Advisors
Florida
$3.22M -$126K -626 -4%
EPW
423
Evergreen Private Wealth
Colorado
$3.22M +$30.1K +150 +0.9%
SWA
424
SOA Wealth Advisors
New York
$3.21M +$98.8K +492 +3%
FWM
425
Forza Wealth Management
Florida
$3.21M -$201 -1 -0%
15 16
17
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