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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 %
KA
701
Klingman & Associates
New York
$1.05M +$402 +2 +0%
IGGA
702
Iron Gate Global Advisors
Utah
$1.04M +$5.82K +29 +0.6%
FNBOMD
703
First National Bank of Mount Dora
Florida
$1.04M – – –
KCM
704
Kathmere Capital Management
Pennsylvania
$1.02M -$3.21K -16 -0.3%
ACP
705
Aveo Capital Partners
Colorado
$1.02M -$1.81K -9 -0.2%
LFG
706
Larson Financial Group
Missouri
$1.02M +$27.9K +139 +3%
HP
707
Holistic Planning
Texas
$1.02M -$109K -541 -10%
CPRC
708
Consolidated Portfolio Review Corp
New York
$1.01M +$12.4K +62 +1%
AWA
709
Arete Wealth Advisors
Illinois
$1M -$51K -255 -5%
IP
710
Intellectus Partners
California
$1M +$246K +1,223 +32%
FDDB
711
Fidelity D&D Bancorp
Pennsylvania
$999K – – –
MA
712
Montag & Associates
Georgia
$996K +$1.21K +6 +0.1%
AFG
713
Atomi Financial Group
New York
$992K -$629K -3,131 -39%
VAG
714
Vannoy Advisory Group
Texas
$992K -$62K -309 -6%
WFPG
715
Waller Financial Planning Group
Ohio
$990K – – –
CNBT
716
Canandaigua National Bank & Trust
New York
$988K -$375K -1,866 -27%
WS
717
Wedbush Securities
California
$982K -$68.1K -339 -6%
SWM
718
Silverlake Wealth Management
Vermont
$981K +$62.2K +310 +7%
TCOTS
719
Trust Company of the South
North Carolina
$975K – – –
SFC
720
Strategic Financial Concepts
Texas
$975K -$48.8M -242,952 -98%
BMCM
721
Burns Matteson Capital Management
New York
$964K -$163K -810 -14%
HA
722
HFG Advisors
Ohio
$964K -$32.7K -163 -3%
UF
723
Univest Financial
Pennsylvania
$963K +$963K +4,796 New
RFA
724
Resurgent Financial Advisors
Georgia
$957K +$62.2K +310 +7%
JCM
725
Jacobi Capital Management
Pennsylvania
$953K -$142K -706 -13%
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