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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 %
WA
676
Wealth Alliance
New York
$1.14M +$79.3K +395 +7%
CPP
677
Capasso Planning Partners
South Carolina
$1.13M -$267K -1,332 -19%
PIA
678
Perennial Investment Advisors
California
$1.13M +$7.63K +38 +0.7%
TCA
679
Transcend Capital Advisors
New Jersey
$1.12M -$94.4K -470 -8%
BWP
680
BSW Wealth Partners
Colorado
$1.12M +$18.9K +94 +2%
GIA
681
GHP Investment Advisors
Colorado
$1.12M -$21.5K -107 -2%
ATWA
682
Arbor Trust Wealth Advisors
Michigan
$1.11M – – –
PWA
683
Physician Wealth Advisors
Utah
$1.11M +$119K +590 +12%
IFWM
684
Institute for Wealth Management
Colorado
$1.11M -$4.02K -20 -0.4%
MWM
685
Meritas Wealth Management
California
$1.1M -$6.83K -34 -0.6%
MSFS
686
Main Street Financial Solutions
Pennsylvania
$1.1M -$47.4K -236 -4%
BFA
687
Beacon Financial Advisory
Ohio
$1.09M -$16.9K -84 -2%
IAS
688
Insigneo Advisory Services
Florida
$1.09M +$26.3K +131 +2%
MFT
689
Moisand Fitzgerald Tamayo
Florida
$1.09M -$20.9K -104 -2%
TCM
690
TruNorth Capital Management
Michigan
$1.08M – – –
TC
691
Trust Company
Kansas
$1.08M -$222K -1,104 -17%
DAS
692
Diversify Advisory Services
Utah
$1.08M -$228K -1,137 -17%
CFGSD
693
Compass Financial Group (South Dakota)
South Dakota
$1.07M -$7.23K -36 -0.7%
KAM
694
KEB Asset Management
Illinois
$1.07M -$16.9K -84 -2%
MCM
695
MidAtlantic Capital Management
Virginia
$1.07M +$45.4K +226 +4%
BAMG
696
Brand Asset Management Group
Missouri
$1.06M -$14.1K -70 -1%
EF
697
Empowered Funds
Pennsylvania
$1.06M – – –
CCM
698
Carlson Capital Management
Minnesota
$1.06M -$803 -4 -0.1%
PCA
699
Prosperity Capital Advisors
Ohio
$1.06M +$115K +575 +12%
KWMG
700
King Wealth Management Group
Florida
$1.05M -$80.1K -399 -7%
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