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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,419 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, 550 increasing their positions, 513 reducing their positions, and 37 closing their positions.

Holders
1,419
Holders Change
+62
Holders Change %
+4.57%
% of All Funds
20.53%
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
550
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
1
Bank of America
North Carolina
$3.7B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$311M
3
WIA
3
World Investment Advisors
California
$31.8M
4
AssetMark Inc
4
AssetMark Inc
California
$766M
5
Ameriprise
5
Ameriprise
Minnesota
$159M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$74M
2
SP
2
Symmetry Partners
Connecticut
$19.2M
3
MG
3
Mather Group
Illinois
$213M
4
PP
4
PDS Planning
Ohio
$19.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFP
51
Verus Financial Partners
Virginia
$58.2M -$31.6K -159 -0.1%
MAG
52
Mokosak Advisory Group
Iowa
$57.9M +$2.63M +13,079 +5%
CAM
53
Cresset Asset Management
Illinois
$57M +$3.58M +17,808 +7%
JFG
54
JMG Financial Group
Illinois
$57M -$617K -3,072 -1%
MIAS
55
Mason Investment Advisory Services
Virginia
$56.7M -$575K -2,862 -1%
EWA
56
Exencial Wealth Advisors
Oklahoma
$55.8M -$4.6M -22,922 -8%
BFA
57
Bragg Financial Advisors
North Carolina
$55.6M +$1.67M +8,296 +3%
Cerity Partners
58
Cerity Partners
New York
$51.9M -$431K -2,146 -0.8%
Creative Planning
59
Creative Planning
Kansas
$50.4M +$1.39M +6,918 +3%
CFFP
60
Center for Financial Planning
Michigan
$49.8M +$417K +2,077 +0.8%
ZF
61
Zhang Financial
Michigan
$48.8M -$8.03K -40 -0%
B
62
Bailard
California
$48.5M +$2.81M +13,993 +6%
TSW
63
Thompson Siegel & Walmsley
Virginia
$47.5M +$693K +3,451 +1%
SI
64
Stephens Inc
Arkansas
$47.1M -$603K -3,002 -1%
MML Investors Services
65
MML Investors Services
Massachusetts
$46.3M -$653K -3,253 -1%
Truist Financial
66
Truist Financial
North Carolina
$45.3M +$3.25M +16,164 +8%
IWA
67
Inspirion Wealth Advisors
Illinois
$45M +$963K +4,798 +2%
FG
68
Foster Group
Iowa
$44.6M -$1.28M -6,356 -3%
APG
69
Abacus Planning Group
South Carolina
$43.6M +$4.45M +22,175 +11%
MWM
70
Merriman Wealth Management
Washington
$42.7M -$1.15M -5,752 -3%
LNC
71
Lincoln National Corp
Pennsylvania
$41.6M +$1.39M +6,934 +3%
EH
72
Equitable Holdings
New York
$41.1M -$361K -1,798 -0.9%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$38.5M +$1.63M +8,111 +4%
SF
74
Summit Financial
New Jersey
$36.6M -$2.15M -10,718 -6%
SFP
75
Shepherd Financial Partners
Massachusetts
$36.6M -$1.41M -7,038 -4%
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