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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 %
TCOV
601
Trust Company of Vermont
Vermont
$1.57M -$14.1K -70 -0.9%
SHFA
602
SC&H Financial Advisors
Maryland
$1.57M +$6.23K +31 +0.4%
GVAG
603
Great Valley Advisor Group
Delaware
$1.57M +$36.1K +180 +2%
MFS
604
McNamara Financial Services
Massachusetts
$1.57M -$64.7K -322 -4%
CD
605
Chapin Davis
Maryland
$1.55M +$96K +478 +7%
EE
606
EWG Elevate
California
$1.54M +$28.3K +141 +2%
NDSI
607
Newman Dignan & Sheerar Inc
Rhode Island
$1.54M +$13.3K +66 +0.9%
ECG
608
Edge Capital Group
Georgia
$1.54M +$1.41K +7 +0.1%
HB
609
Horizon Bancorp
Indiana
$1.54M -$2.21K -11 -0.1%
MSWM
610
McGlone Suttner Wealth Management
Wisconsin
$1.54M -$422K -2,104 -22%
RTL
611
Red Tortoise LLC
Georgia
$1.5M +$55.4K +276 +4%
BWM
612
BigSur Wealth Management
Florida
$1.5M – – –
HR
613
Hardy Reed
Mississippi
$1.49M -$205K -1,019 -12%
CW
614
Cooksen Wealth
Texas
$1.49M -$478K -2,381 -24%
DB
615
Dravo Bay
Delaware
$1.48M -$458K -2,281 -24%
SWM
616
Sagace Wealth Management
Florida
$1.45M +$115K +570 +9%
LWM
617
Liberty Wealth Management
California
$1.45M -$3.82M -19,021 -72%
CMBA
618
C.M. Bidwell & Associates
Hawaii
$1.45M -$1K -5 -0.1%
PBF
619
Petix & Botte Financial
California
$1.45M -$97K -483 -6%
BEAM
620
Baker Ellis Asset Management
Washington
$1.45M – – –
BP
621
Ballentine Partners
Massachusetts
$1.44M – – –
NCTC
622
New Covenant Trust Company
Indiana
$1.44M -$4.81K -24 -0.3%
JFG
623
Jefferies Financial Group
New York
$1.44M -$128K -635 -8%
BOH
624
Bank of Hawaii
Hawaii
$1.43M +$29.5K +147 +2%
KAS
625
KPP Advisory Services
Kentucky
$1.42M +$1.42M +7,095 New
23 24
25
26 27