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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 %
DI
751
Disciplined Investments
Oklahoma
$877K +$5.62K +28 +0.6%
SAG
752
SageView Advisory Group
California
$873K -$163K -812 -16%
WH
753
Willner & Heller
California
$869K +$14.3K +71 +2%
CHC
754
City Holding Co
West Virginia
$865K +$2.81K +14 +0.3%
GIA
755
Gladstone Institutional Advisory
Florida
$863K +$101K +503 +13%
TWP
756
Tyche Wealth Partners
Texas
$860K +$201 +1 +0%
OPS
757
Orion Portfolio Solutions
Nebraska
$860K -$694K -3,456 -45%
BCI
758
Brinker Capital Investments
Pennsylvania
$860K -$694K -3,456 -45%
DWA
759
Dougherty Wealth Advisers
Minnesota
$854K – – –
VFPW
760
Vantage Financial Partners (Wisconsin)
Wisconsin
$850K -$121K -602 -12%
D
761
Diversified
Delaware
$845K +$2.81K +14 +0.3%
DE
762
Diversified Enterprises
Delaware
$845K +$845K +4,207 New
CGL
763
Clarius Group LLC
Washington
$843K -$20.7K -103 -2%
Neuberger Berman Group
764
Neuberger Berman Group
New York
$836K -$43.2K -215 -5%
WQ
765
Wealth Quarterback
New Jersey
$822K +$11.8K +59 +1%
NRG
766
Nemes Rush Group
Michigan
$821K +$12.3K +64 +2%
QCM
767
Quantinno Capital Management
New York
$819K +$819K +4,080 New
PPA
768
Painted Porch Advisors
California
$814K +$30.9K +154 +4%
JCIA
769
Jackson Creek Investment Advisors
Colorado
$808K -$35.1K -175 -4%
WI
770
WrapManager Inc
California
$807K -$108K -536 -12%
KA
771
Kovack Advisors
Florida
$806K +$24.1K +120 +3%
AMM
772
American Money Management
California
$803K -$33.5K -167 -4%
HWM
773
Hemington Wealth Management
Virginia
$803K – – –
PFBT
774
Parkside Financial Bank & Trust
Missouri
$791K -$803 -4 -0.1%
CJ
775
Caitlin John
Michigan
$791K +$6.52K +31 +0.8%
29 30
31
32 33