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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 %
LPP
801
Life Planning Partners
Florida
$723K -$22.1K -110 -3%
MAM
802
McLean Asset Management
Virginia
$721K +$2K +10 +0.3%
USCWA
803
U.S. Capital Wealth Advisors
Texas
$720K -$197K -979 -21%
APIM
804
Agate Pass Investment Management
Washington
$718K -$20.1K -100 -3%
MP
805
McDonald Partners
Ohio
$717K – – –
PHS
806
Pekin Hardy Strauss
Illinois
$714K +$194K +965 +37%
PPW
807
Parcion Private Wealth
Washington
$713K -$15.5K -77 -2%
OCM
808
Objective Capital Management
Ohio
$712K +$712K +3,547 New
CAM
809
Cozad Asset Management
Illinois
$711K +$201 +1 +0%
JSL
810
JT Stratford LLC
Georgia
$711K +$129K +642 +22%
Franklin Resources
811
Franklin Resources
California
$711K -$72.8K -360 -9%
WIC
812
Woodmont Investment Counsel
Tennessee
$710K -$130K -648 -15%
MWP
813
Madison Wealth Partners
Wisconsin
$708K +$708K +3,526 New
PWP
814
Precedent Wealth Partners
Texas
$705K -$42.6K -212 -6%
SIA
815
Soltis Investment Advisors
Utah
$703K +$703K +3,501 New
BCM
816
Becker Capital Management
Oregon
$703K +$12.2K +61 +2%
Renaissance Technologies
817
Renaissance Technologies
New York
$703K +$703K +3,500 New
CWA
818
Cascade Wealth Advisors
Washington
$695K – – –
LWMNY
819
Landmark Wealth Management (New York)
New York
$693K +$693K +3,453 New
LW
820
Libra Wealth
California
$684K +$4.22K +21 +0.6%
CA
821
Continuum Advisory
Idaho
$678K +$20K +96 +3%
SFPM
822
Sensible Financial Planning & Management
Massachusetts
$678K +$678K +3,379 New
TC
823
Trilogy Capital
California
$669K -$10.6K -53 -2%
CFG
824
Citizens Financial Group
Rhode Island
$668K +$52K +259 +8%
PCP
825
Proficio Capital Partners
Massachusetts
$665K -$894K -4,455 -57%
31 32
33
34 35