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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 %
SLT
726
St Louis Trust
Missouri
$949K – – –
FA
727
Flagstar Advisors
New York
$948K +$49.2K +245 +5%
MWM
728
Mission Wealth Management
California
$942K +$101K +501 +12%
WFS
729
Weitzel Financial Services
Iowa
$941K +$35.2K +177 +4%
OC
730
Oppenheimer & Co
New York
$932K -$174K -865 -16%
BC
731
Bowman & Company
Wisconsin
$931K -$22.9K -114 -2%
GIM
732
Goelzer Investment Management
Indiana
$929K -$50.4K -251 -5%
HFS
733
Hoge Financial Services
Pennsylvania
$917K +$10K +50 +1%
FA
734
Financial Alternatives
California
$915K – – –
GGS
735
Galvin Gaustad & Stein
Arizona
$913K -$85.3K -425 -9%
BGA
736
Battery Global Advisors
Massachusetts
$913K – – –
EW
737
Evoke Wealth
California
$913K +$215K +1,070 +31%
HPFG
738
Hart & Patterson Financial Group
Massachusetts
$911K -$104K -520 -10%
DWT
739
Dorsey & Whitney Trust
South Dakota
$909K +$25.5K +127 +3%
HNWAG
740
High Net Worth Advisory Group
Florida
$908K +$288K +1,434 +46%
KWA
741
Kingswood Wealth Advisors
California
$904K +$904K +4,501 New
CSIA
742
Conrad Siegel Investment Advisors
Pennsylvania
$895K -$110K -547 -11%
BWM
743
BKM Wealth Management
Wisconsin
$893K +$61.9K +308 +7%
RCI
744
RS Crum Inc
California
$890K -$27.7K -138 -3%
ST
745
Smithfield Trust
Pennsylvania
$889K -$8.63K -43 -1%
ODIJL
746
One Day In July LLC
Vermont
$884K +$1.81K +9 +0.2%
LSA
747
Lion Street Advisors
Texas
$882K -$464K -2,309 -34%
RWM
748
Ritholtz Wealth Management
New York
$882K +$605K +3,015 +219%
CCM
749
Canal Capital Management
Virginia
$880K – – –
MFG
750
MidWestOne Financial Group
Iowa
$880K -$313K -1,558 -26%
28 29
30
31 32