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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 %
OCPWS
576
One Charles Private Wealth Services
Massachusetts
$1.71M -$14.5K -72 -0.8%
SQA
577
Simon Quick Advisors
New Jersey
$1.71M -$181K -901 -10%
PCMC
578
Paragon Capital Management (Colorado)
Colorado
$1.71M +$17.7K +88 +1%
KWM
579
Kingsview Wealth Management
Oregon
$1.69M +$203K +1,012 +14%
CWAG
580
Compton Wealth Advisory Group
Virginia
$1.69M +$2.01K +10 +0.1%
BF
581
BOK Financial
Oklahoma
$1.69M +$52.3K +265 +3%
CCA
582
Cadent Capital Advisors
Oklahoma
$1.69M -$321K -1,601 -16%
Victory Capital Management
583
Victory Capital Management
Texas
$1.69M – – –
PD
584
Planning Directions
Pennsylvania
$1.69M -$48.2K -240 -3%
GBT
585
Grove Bank & Trust
Florida
$1.68M -$174K -867 -9%
PWM
586
PBMares Wealth Management
Virginia
$1.67M -$1.81K -9 -0.1%
WIP
587
WealthCare Investment Partners
Rhode Island
$1.67M -$117K -592 -7%
TFF
588
The Family Firm
Maryland
$1.67M +$43.6K +217 +3%
Bessemer Group
589
Bessemer Group
New Jersey
$1.66M +$718K +3,576 +76%
HVP
590
Hudson Value Partners
Florida
$1.65M +$439K +2,189 +36%
PCM
591
Parsons Capital Management
Rhode Island
$1.65M +$282K +1,404 +21%
BCG
592
Breakwater Capital Group
New Jersey
$1.65M +$16.5K +82 +1%
CFB
593
Cullen/Frost Bankers
Texas
$1.64M +$36.5K +182 +2%
PMG
594
ProVise Management Group
Florida
$1.61M -$170K -845 -10%
FFN
595
Focus Financial Network
Minnesota
$1.59M +$72.1K +359 +5%
Empower Advisory Group
596
Empower Advisory Group
Colorado
$1.59M -$38.6K -192 -2%
CIBC Private Wealth Group
597
CIBC Private Wealth Group
Georgia
$1.59M -$7.23K -36 -0.5%
BAM
598
Belpointe Asset Management
Nevada
$1.58M +$351K +1,750 +29%
1IA
599
1834 Investment Advisors
Wisconsin
$1.58M +$159K +792 +11%
RPGK
600
Retirement Planning Group (Kansas)
Kansas
$1.57M +$800K +3,984 +103%
22 23
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