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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 %
WCA
476
Waypoint Capital Advisors
Minnesota
$2.64M -$107K -533 -4%
DPI
477
Diversified Portfolios Inc
Michigan
$2.64M +$40.2K +200 +2%
CF
478
Corrigan Financial
Rhode Island
$2.63M -$59.4K -296 -2%
WA
479
WP Advisors
California
$2.57M -$31.5K -157 -1%
RA
480
Riversedge Advisors
Delaware
$2.57M +$86.9K +433 +4%
JWCA
481
J.W. Cole Advisors
Florida
$2.55M -$224K -1,117 -8%
FAIM
482
Financial Advocates Investment Management
Washington
$2.55M +$40.3K +200 +2%
MECA
483
Miller Equity Capital Advisors
Texas
$2.55M – – –
PL
484
Plancorp LLC
Missouri
$2.54M +$202K +1,007 +9%
SI
485
Seeds Investor
New York
$2.54M +$679K +3,383 +37%
SC
486
SouthState Corp
Florida
$2.53M -$19.1K -95 -0.7%
LIM
487
Leavell Investment Management
Alabama
$2.51M +$33.9K +169 +1%
RGC
488
Roberts, Glore & Co
Illinois
$2.49M -$49.2K -245 -2%
AIM
489
Acropolis Investment Management
Missouri
$2.48M +$24.1K +120 +1%
PS
490
Principal Securities
Iowa
$2.48M -$365K -1,816 -13%
MCA
491
Maryland Capital Advisors
Maryland
$2.48M -$63.2K -315 -2%
R
492
Rebalance
California
$2.45M +$402 +2 +0%
SFP
493
Sterling Financial Planning
New Jersey
$2.45M -$23.9K -119 -1%
TW
494
TritonPoint Wealth
Maryland
$2.44M -$317K -1,582 -12%
TPWA
495
TRUE Private Wealth Advisors
Oregon
$2.44M +$1.55M +7,719 +175%
FTUS
496
Flow Traders U.S.
New York
$2.43M +$1.98M +9,843 +434%
PA
497
Prossimo Advisors
California
$2.42M – – –
PIMG
498
Patriot Investment Management Group
Tennessee
$2.41M +$803 +4 +0%
ADL
499
Asset Dedication LLC
California
$2.4M +$274K +1,363 +13%
BBW
500
Blue Barn Wealth
Utah
$2.39M -$16.9K -84 -0.7%
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