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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 %
MFG
526
Magnus Financial Group
New York
$2.13M +$80.5K +401 +4%
AFAS
527
Acorn Financial Advisory Services
Virginia
$2.13M -$63K -314 -3%
RIA
528
Regal Investment Advisors
Michigan
$2.09M -$95.2K -474 -4%
MC
529
Matisse Capital
Oregon
$2.09M +$642K +3,199 +44%
FLI
530
Family Legacy Inc
South Carolina
$2.06M -$40.2K -200 -2%
MA
531
MONECO Advisors
Connecticut
$2.05M +$192K +958 +10%
GAM
532
Gotham Asset Management
New York
$2.04M – – –
NOI
533
Newton One Investments
Delaware
$2.04M -$13.3K -66 -0.6%
MGW
534
MB Generational Wealth
Washington
$2.04M -$6.43K -32 -0.3%
ATC
535
Argent Trust Co
Tennessee
$2.03M -$5.22K -26 -0.3%
TCM
536
Telos Capital Management
California
$2.03M -$43.8K -218 -2%
BHWM
537
Beaird Harris Wealth Management
Texas
$2.02M -$29.7K -148 -1%
WP
538
Wealthspan Partners
Iowa
$2M +$3.41K +17 +0.2%
CM
539
Columbus Macro
Pennsylvania
$2M -$17.5K -87 -0.9%
1WA
540
180 Wealth Advisors
Washington
$2M -$402 -2 -0%
SWP
541
Stratos Wealth Partners
Ohio
$2M -$660K -3,286 -25%
BCM
542
BTC Capital Management
Iowa
$1.99M -$12.2K -61 -0.6%
TP
543
Tranquility Partners
Tennessee
$1.99M -$25.3K -126 -1%
HI
544
Harbour Investments
Wisconsin
$1.97M -$43.2K -215 -2%
SWRP
545
Summit Wealth & Retirement Planning
California
$1.96M +$834K +4,155 +74%
WPWM
546
Windward Private Wealth Management
Kansas
$1.95M +$15.1K +75 +0.8%
PA
547
Probity Advisors
Texas
$1.95M -$64.7K -322 -3%
KAM
548
Kraft Asset Management
Tennessee
$1.94M – – –
TCWM
549
Total Clarity Wealth Management
Illinois
$1.93M -$696K -3,467 -27%
TFP
550
Triune Financial Partners
Kansas
$1.92M -$74.3K -370 -4%
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