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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 %
ST
451
Sageworth Trust
Pennsylvania
$2.82M – – –
LW
452
Linscomb Wealth
Texas
$2.82M -$20.3K -101 -0.7%
SB
453
Simmons Bank
Arkansas
$2.79M -$96.8K -482 -3%
EWA
454
EverSource Wealth Advisors
Alabama
$2.79M -$69.1K -344 -2%
NF
455
Nikulski Financial
Iowa
$2.78M -$40K -199 -1%
MMA
456
Miracle Mile Advisors
California
$2.77M +$276K +1,373 +11%
MCA
457
MSH Capital Advisors
Arizona
$2.76M +$64.4K +321 +2%
CWA
458
CJM Wealth Advisers
Virginia
$2.76M -$47K -234 -2%
AWM
459
Arista Wealth Management
Nevada
$2.75M +$4.82K +24 +0.2%
BWA
460
BlueSky Wealth Advisors
North Carolina
$2.74M +$1.61K +8 +0.1%
NSIM
461
North Star Investment Management
Illinois
$2.74M +$121K +603 +5%
MOS
462
MGO One Seven
Ohio
$2.73M -$112K -560 -4%
FFL
463
Financial Freedom LLC
Ohio
$2.72M -$7.03K -35 -0.3%
FDCDDQ
464
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.72M -$92.2K -459 -3%
PFS
465
Prospera Financial Services
Texas
$2.7M -$360K -1,788 -12%
ANTB
466
AMG National Trust Bank
Colorado
$2.69M +$192K +958 +8%
ORC
467
O'Rourke & Company
Massachusetts
$2.69M +$76.5K +381 +3%
CFAM
468
Center For Asset Management
Florida
$2.69M +$85.3K +425 +3%
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$2.68M +$1.35M +6,677 +101%
AG
470
Ascent Group
Virginia
$2.66M -$105K -523 -4%
WA
471
Waverly Advisors
Alabama
$2.66M -$182K -906 -6%
SCG
472
Sonata Capital Group
Washington
$2.66M +$791K +3,940 +42%
RPSA
473
Richard P. Slaughter Associates
Texas
$2.65M +$19.3K +96 +0.7%
WCFA
474
Walkner Condon Financial Advisors
Wisconsin
$2.65M -$90.4K -450 -3%
NRI
475
NFP Retirement Inc
California
$2.64M +$65.3K +325 +3%
17 18
19
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