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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 %
CCM
651
Condor Capital Management
New Jersey
$1.26M -$8.23K -41 -0.6%
FA
652
Fermata Advisors
California
$1.26M -$30.7K -153 -2%
Wellington Management Group
653
Wellington Management Group
Massachusetts
$1.24M – – –
MGWA
654
Monument Group Wealth Advisors
Massachusetts
$1.24M -$13.3K -66 -1%
TDWM
655
Topel & Distasi Wealth Management
California
$1.23M – – –
SWM
656
Schwallier Wealth Management
Michigan
$1.23M +$48.2K +240 +4%
NW
657
NewEdge Wealth
Pennsylvania
$1.23M +$172K +858 +16%
Lido Advisors
658
Lido Advisors
California
$1.23M -$88.6K -441 -7%
CCA
659
Clarity Capital Advisors
Florida
$1.22M +$97K +483 +9%
RFS
660
Richardson Financial Services
Massachusetts
$1.22M +$10.6K +58 +0.9%
AIA
661
Arbor Investment Advisors
North Carolina
$1.22M +$803 +4 +0.1%
SIA
662
Schechter Investment Advisors
Michigan
$1.21M +$205K +1,019 +20%
EWA
663
Evolution Wealth Advisors
Florida
$1.2M -$419K -2,085 -26%
CPA
664
Clear Point Advisors
New York
$1.19M -$46.4K -231 -4%
DAS
665
Dynamic Advisor Solutions
Arizona
$1.19M -$121K -603 -9%
LWM
666
LongView Wealth Management
Georgia
$1.18M +$46.4K +231 +4%
LC
667
Lindbrook Capital
California
$1.18M – – –
IA
668
Insight Advisors
Pennsylvania
$1.18M -$4.82K -24 -0.4%
SFP
669
Strategic Financial Partners
Oregon
$1.17M +$29.7K +148 +3%
BTI
670
Blue Trust Inc
Georgia
$1.16M +$61.3K +336 +6%
OWA
671
Octavia Wealth Advisors
Ohio
$1.16M -$157K -784 -12%
QCG
672
Quadrant Capital Group
Ohio
$1.16M +$239K +1,189 +26%
D
673
Dentgroup
Louisiana
$1.15M -$105K -521 -8%
CCG
674
Chatham Capital Group
Georgia
$1.15M – – –
MF
675
Meridian Financial
Massachusetts
$1.14M +$78.5K +391 +7%
25 26
27
28 29