VBR icon

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 %
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$1.91M +$10.6K +53 +0.6%
PWM
552
Paulson Wealth Management
Illinois
$1.91M -$553K -2,754 -22%
CSWM
553
Cassady Schiller Wealth Management
Ohio
$1.89M -$2.21K -11 -0.1%
TFA
554
Tobias Financial Advisors
Florida
$1.88M +$21.5K +107 +1%
TFS
555
Thoroughbred Financial Services
Tennessee
$1.88M +$124K +618 +7%
CAG
556
Curtis Advisory Group
California
$1.88M +$14.5K +72 +0.8%
TPCW
557
TD Private Client Wealth
New York
$1.86M +$221K +1,101 +13%
SWA
558
Stratos Wealth Advisors
Ohio
$1.86M -$47.2K -235 -2%
Envestnet Portfolio Solutions
559
Envestnet Portfolio Solutions
Illinois
$1.86M -$1.72M -8,561 -48%
DSC
560
Duncker Streett & Co
Missouri
$1.85M -$111K -551 -6%
WB
561
WesBanco Bank
West Virginia
$1.84M +$1.41K +7 +0.1%
CAG
562
Csenge Advisory Group
Florida
$1.84M -$222K -1,106 -11%
TNBTD
563
Trustmark National Bank Trust Department
Mississippi
$1.83M +$31.5K +157 +2%
PVI
564
Pine Valley Investments
New Jersey
$1.83M -$39.8K -198 -2%
CFO
565
CVA Family Office
Colorado
$1.83M -$111K -554 -6%
SCP
566
Stevens Capital Partners
Nebraska
$1.81M +$20.7K +103 +1%
HNB
567
Huntington National Bank
Ohio
$1.79M -$1.54M – –
GRP
568
Global Retirement Partners
California
$1.78M +$82.1K +409 +5%
WBC
569
West Branch Capital
Massachusetts
$1.77M -$82.9K -413 -4%
BIP
570
Brandes Investment Partners
California
$1.76M +$1.44M +7,177 +447%
GPA
571
Guidance Point Advisors
Massachusetts
$1.76M +$18.5K +92 +1%
CSB
572
City State Bank
Iowa
$1.75M -$286K -1,425 -14%
NFG
573
Nations Financial Group
Iowa
$1.75M -$8.84K -44 -0.5%
IC
574
IEQ Capital
California
$1.74M +$177K +882 +11%
MSWMA
575
Market Street Wealth Management Advisors
Indiana
$1.72M -$54.8K -273 -3%
21 22
23
24 25