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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 %
AIA
501
Ally Invest Advisors
North Carolina
$2.39M +$625K +3,111 +35%
KeyBank National Association
502
KeyBank National Association
Ohio
$2.38M +$2.21K +11 +0.1%
FUBT
503
First United Bank & Trust
Maryland
$2.37M +$28.7K +143 +1%
NFP
504
NorthLanding Financial Partners
New York
$2.36M -$22.5K -112 -0.9%
QWP
505
Quotient Wealth Partners
Texas
$2.36M -$81.9K -408 -3%
CFD
506
Creative Financial Designs
Indiana
$2.34M -$62.4K -311 -3%
TCMP
507
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.33M -$249K -1,242 -10%
HNB
508
Hilltop National Bank
Wyoming
$2.33M +$355K +1,768 +18%
VW
509
Vance Wealth
California
$2.32M -$127K -633 -5%
Financial Engines Advisors
510
Financial Engines Advisors
California
$2.32M +$111K +553 +5%
EAM
511
Evanson Asset Management
California
$2.3M +$262K +1,303 +13%
BI
512
Berkeley Inc
Idaho
$2.28M +$1.11M +5,542 +96%
CC
513
Cypress Capital
Tennessee
$2.25M -$66.5K -331 -3%
SWM
514
SeaCrest Wealth Management
New York
$2.24M -$6.02K -30 -0.3%
SMA
515
Sage Mountain Advisors
Georgia
$2.24M -$28.5K -142 -1%
MFG
516
Midwest Financial Group
Kansas
$2.23M +$92.1K +459 +4%
VA
517
Valmark Advisers
Ohio
$2.23M +$1.8M +8,955 +419%
SFA
518
Sequoia Financial Advisors
Ohio
$2.21M +$130K +645 +6%
CCWA
519
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.21M +$99K +493 +5%
GCA
520
Gradient Capital Advisors
California
$2.21M +$528K +2,630 +31%
CAL
521
Capital Analysts LLC
Pennsylvania
$2.2M +$20.5K +102 +0.9%
SJL
522
Shayne & Jacobs LLC
Tennessee
$2.17M – – –
CSPIA
523
Cary Street Partners Investment Advisory
Virginia
$2.16M -$45.6K -227 -2%
GSWM
524
Greenup Street Wealth Management
Michigan
$2.14M -$262K -1,306 -11%
MSF
525
Mustard Seed Financial
Arkansas
$2.13M +$111K +553 +5%
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