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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,419 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, 550 increasing their positions, 513 reducing their positions, and 37 closing their positions.

Holders
1,419
Holders Change
+62
Holders Change %
+4.57%
% of All Funds
20.53%
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
550
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
1
Bank of America
North Carolina
$3.7B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$311M
3
WIA
3
World Investment Advisors
California
$31.8M
4
AssetMark Inc
4
AssetMark Inc
California
$766M
5
Ameriprise
5
Ameriprise
Minnesota
$159M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$74M
2
SP
2
Symmetry Partners
Connecticut
$19.2M
3
MG
3
Mather Group
Illinois
$213M
4
PP
4
PDS Planning
Ohio
$19.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$386M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$106M 526,298 +17,480 +3%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$103M 513,218 +6,068 +1%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$103M 512,540 -1,173 -0.2%
MCCA
29
Mill Creek Capital Advisors
Pennsylvania
$97M 483,329 +5,552 +1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$93.7M 466,547 -6,100 -1%
UCFA
31
United Capital Financial Advisors
Texas
$86.7M 431,820 +2,385 +0.6%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$83.8M 417,369 +14,380 +4%
SC
33
Savant Capital
Illinois
$81.4M 405,448 +92,209 +29%
Mariner
34
Mariner
Kansas
$77.7M 387,069 +11,142 +3%
Retirement Systems of Alabama
35
Retirement Systems of Alabama
Alabama
$76.8M 382,480 – –
SGAM
36
Stephens Group Asset Management
Arkansas
$76.7M 381,785 +4,212 +1%
RJA
37
Raymond James & Associates
Florida
$75.8M 377,358 -11,976 -3%
RWP
38
RWA Wealth Partners
Massachusetts
$75.7M 377,173 +2,431 +0.6%
MGIA
39
Moneta Group Investment Advisors
Missouri
$74.4M 370,796 +24,483 +7%
Goldman Sachs
40
Goldman Sachs
New York
$74M 368,681 -1,076,770 -74%
RIA
41
Retirement Investment Advisors
Oklahoma
$65.3M 325,393 +12,700 +4%
CFM
42
Comprehensive Financial Management
California
$65.1M 324,376 – –
MWM
43
Modera Wealth Management
New Jersey
$63.4M 315,793 -1,477 -0.5%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$63.3M 315,228 -8,971 -3%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$62.6M 311,738 -13,220 -4%
PAS
46
Park Avenue Securities
New York
$61.7M 307,498 +21,477 +8%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$60.7M 302,446 -8,941 -3%
Stifel Financial
48
Stifel Financial
Missouri
$60.4M 300,556 +3,017 +1%
RA
49
Rodgers & Associates
Pennsylvania
$60.1M 299,381 +618 +0.2%
Charles Schwab
50
Charles Schwab
California
$59.4M 295,930 -14,857 -5%
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