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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 %
LA
826
Lane & Associates
New Jersey
$661K -$1K -5 -0.2%
BTWM
827
Brass Tax Wealth Management
Ohio
$660K +$24.1K +120 +4%
ECM
828
Evergreen Capital Management
Washington
$659K – – –
EB
829
Exchange Bank
California
$654K +$47.8K +238 +8%
BB
830
Busey Bank
Illinois
$653K – – –
WP
831
WMS Partners
Maryland
$643K -$18.9K -94 -3%
HSA
832
HBK Sorce Advisory
Pennsylvania
$639K +$141K +701 +28%
NP
833
NorthRock Partners
Minnesota
$639K -$124K -619 -16%
FHA
834
Flagship Harbor Advisors
Massachusetts
$639K +$639K +3,182 New
WWM
835
Western Wealth Management
Colorado
$636K -$14.5K -72 -2%
BMCM
836
Bryn Mawr Capital Management
Pennsylvania
$636K -$31.3K -156 -5%
FFA
837
Fortune Financial Advisors
Kansas
$635K -$2.21K -11 -0.3%
SFPG
838
Stonebridge Financial Planning Group
Florida
$633K -$10.6K -53 -2%
GC
839
Gibson Capital
Pennsylvania
$633K +$39.4K +196 +7%
BFC
840
Bedel Financial Consulting
Indiana
$631K +$2.61K +13 +0.4%
HIP
841
HUB Investment Partners
Texas
$631K +$60.4K +301 +11%
TWA
842
TCI Wealth Advisors
Arizona
$628K -$35.7K -178 -5%
FCH
843
Freestone Capital Holdings
Washington
$627K +$229K +1,142 +58%
AWM
844
Axxcess Wealth Management
California
$622K -$7.03K -35 -1%
RWM
845
Rockwood Wealth Management
Pennsylvania
$622K +$6.22K +31 +1%
AFM
846
Abbot Financial Management
Massachusetts
$619K +$45.2K +225 +8%
CCB
847
Country Club Bank
Missouri
$619K – – –
WA
848
Wealthstream Advisors
New York
$618K +$2.61K +13 +0.4%
SCM
849
SOL Capital Management
Maryland
$617K – – –
HPM
850
Hoxton Planning & Management
West Virginia
$614K -$4.22K -21 -0.7%
32 33
34
35 36