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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 %
WFAG
626
Wescott Financial Advisory Group
Pennsylvania
$1.39M -$68.5K -341 -5%
MA
627
Mutual Advisors
Nebraska
$1.39M +$4.21K +21 +0.3%
FHC
628
Forest Hill Capital
Arkansas
$1.39M – – –
PWMG
629
Pioneer Wealth Management Group
Texas
$1.38M -$82.7K -412 -6%
Susquehanna International Group
630
Susquehanna International Group
Pennsylvania
$1.38M -$5.93M -29,543 -81%
RSWM
631
Robertson Stephens Wealth Management
California
$1.38M +$1.11M +5,548 +417%
EWM
632
Evermay Wealth Management
Virginia
$1.37M -$964K -4,804 -41%
AQR Capital Management
633
AQR Capital Management
Connecticut
$1.37M +$992K +4,942 +265%
FB
634
Fulton Bank
Pennsylvania
$1.36M – – –
AWA
635
Arkadios Wealth Advisors
Georgia
$1.36M +$35.9K +179 +3%
ATI
636
ARK & TLK Investments
Oklahoma
$1.35M -$15.1K -75 -1%
DWS
637
Discipline Wealth Solutions
South Carolina
$1.34M +$343K +1,708 +34%
CFGS
638
Concourse Financial Group Securities
Alabama
$1.34M -$60.4K -301 -4%
WSFS
639
Wilmington Savings Fund Society
Delaware
$1.33M +$1.33M +6,628 New
Tudor Investment Corp
640
Tudor Investment Corp
Connecticut
$1.32M +$284K +1,412 +27%
LFAS
641
Level Four Advisory Services
Texas
$1.31M +$818K +4,115 +166%
UAG
642
United Advisor Group
Ohio
$1.31M +$590K +2,939 +83%
BCA
643
Bay Colony Advisors
Massachusetts
$1.3M +$2.21K +11 +0.2%
AA
644
Alesco Advisors
New York
$1.3M – – –
JC
645
Jentner Corp
Ohio
$1.29M +$11.4K +57 +0.9%
PSF
646
Pacific Sun Financial
California
$1.28M -$6.02K -30 -0.5%
AIA
647
Alera Investment Advisors
Illinois
$1.27M +$3.82K +19 +0.3%
LFA
648
Level Financial Advisors
New York
$1.27M -$49.4K -246 -4%
BIM
649
Baldwin Investment Management
Pennsylvania
$1.27M -$37.3K -186 -3%
AA
650
Aire Advisors
California
$1.27M +$4.22K +21 +0.3%
24 25
26
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