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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 %
EFG
776
Embree Financial Group
Illinois
$789K +$1.21K +6 +0.2%
CTA
777
Chesley Taft & Associates
Illinois
$788K -$20.1K -100 -2%
ACM
778
Armbruster Capital Management
New York
$786K +$1.41K +7 +0.2%
LPT
779
Legacy Private Trust
Wisconsin
$785K – – –
Millennium Management
780
Millennium Management
New York
$784K -$759K -3,782 -49%
CIBC World Market
781
CIBC World Market
Ontario, Canada
$784K +$4.22K +21 +0.5%
SWA
782
Sightline Wealth Advisors
Connecticut
$782K +$50.8K +253 +7%
GLLW
783
Graves Light Lenhart Wealth
Virginia
$779K – – –
SCM
784
Spreng Capital Management
Ohio
$778K +$778K +3,873 New
AFG
785
Altiora Financial Group
Ohio
$775K – – –
CWC
786
Carolinas Wealth Consulting
North Carolina
$774K +$18.7K +93 +2%
AIM
787
Anchor Investment Management
South Carolina
$772K +$7.43K +37 +1%
KNFPWM
788
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$765K -$99K -493 -11%
IF
789
Integrity Financial
Wyoming
$763K +$80.1K +399 +12%
AWP
790
Accretive Wealth Partners
New Jersey
$756K -$9.84K -49 -1%
IA
791
IFG Advisors
Missouri
$756K +$5.82K +29 +0.8%
QFA
792
Quantum Financial Advisors
California
$753K – – –
VWA
793
Visionary Wealth Advisors
Illinois
$753K -$1.41K -7 -0.2%
TC
794
TAP Consulting
Missouri
$746K +$7.23K +36 +1%
GFL
795
Granite FO LLC
New Hampshire
$746K -$201 -1 -0%
LSPW
796
Lake Street Private Wealth
Illinois
$746K +$402 +2 +0.1%
GC
797
Grimes & Company
Massachusetts
$744K +$2.21K +11 +0.3%
JSW
798
Journey Strategic Wealth
New Jersey
$742K +$742K +3,695 New
SCA
799
Snowden Capital Advisors
New York
$737K +$67.5K +336 +10%
HCP
800
Hexagon Capital Partners
Arkansas
$736K -$34.7K -173 -5%
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