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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 %
MCWS
426
McKinley Carter Wealth Services
West Virginia
$3.19M -$179K -893 -5%
AFTS
427
American Financial & Tax Strategies
New York
$3.17M -$95K -473 -3%
BWP
428
Baldwin Wealth Partners
Massachusetts
$3.16M +$13.1K +65 +0.4%
SOS
429
Silver Oak Securities
Tennessee
$3.13M +$519K +2,590 +20%
FFG
430
Fiduciary Financial Group
California
$3.12M +$136K +688 +5%
AF
431
Advisornet Financial
Minnesota
$3.05M -$113K -563 -4%
DWM
432
Diversify Wealth Management
Utah
$3.04M +$2.82M +14,086 +1,250%
BWM
433
Brown Wealth Management
Illinois
$3.04M -$30.9K -154 -1%
IA
434
IFG Advisory
Georgia
$3.03M +$13.7K +68 +0.5%
PFA
435
Pathway Financial Advisors
Vermont
$3.03M +$5.02K +25 +0.2%
GWM
436
Geneos Wealth Management
Colorado
$3.01M +$754K +3,754 +33%
AIM
437
Access Investment Management
Georgia
$3.01M – – –
WTFG
438
Wells Trecaso Financial Group
Ohio
$2.98M +$31.5K +157 +1%
LIA
439
LS Investment Advisors
Michigan
$2.98M -$175K -870 -6%
CFA
440
Cahill Financial Advisors
Minnesota
$2.97M -$106K -526 -3%
CTC
441
Central Trust Company
Missouri
$2.95M -$28.9K -144 -1%
EA
442
Echo45 Advisors
California
$2.95M +$124K +616 +4%
RC
443
Roundview Capital
New Jersey
$2.94M -$57.8K -288 -2%
EA
444
Eclectic Associates
California
$2.91M +$20.5K +102 +0.7%
RCM
445
RMR Capital Management
California
$2.88M +$42.2K +210 +1%
FFM
446
Forum Financial Management
Illinois
$2.87M +$10.2K +51 +0.4%
SW
447
SlateStone Wealth
Florida
$2.84M +$23.9K +119 +0.8%
VF
448
Vawter Financial
Ohio
$2.83M +$111K +554 +4%
ABC
449
Associated Banc-Corp
Wisconsin
$2.83M +$317K +1,578 +13%
CPA
450
Capital Performance Advisors
California
$2.83M +$36.9K +184 +1%
16 17
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