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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 %
AF
851
Apexium Financial
Texas
$612K +$15.9K +79 +3%
RA
852
Resolute Advisors
California
$612K +$6.02K +30 +1%
EPWM
853
Essex Private Wealth Management
Massachusetts
$611K -$2.01K -10 -0.3%
UI
854
Unconventional Investor
New Hampshire
$609K +$2.61K +13 +0.4%
AGWCA
855
Annis Gardner Whiting Capital Advisors
Florida
$605K – – –
SPWM
856
Schrum Private Wealth Management
Florida
$604K +$302K +1,504 +100%
GWM
857
Guardian Wealth Management
Illinois
$595K +$221K +1,100 +59%
RMA
858
Roffman Miller Associates
Pennsylvania
$590K -$14.3K -71 -2%
SOAG
859
Silver Oak Advisory Group
Oregon
$587K -$5.22K -26 -0.9%
WC
860
Westhampton Capital
North Carolina
$586K +$586K +2,920 New
PTC
861
Private Trust Company
Ohio
$585K -$9.44K -47 -2%
CAG
862
Crestwood Advisors Group
Massachusetts
$584K +$803 +4 +0.1%
CWM
863
Collaborative Wealth Management
Florida
$582K -$4.02K -20 -0.7%
KWAG
864
Kiely Wealth Advisory Group
North Carolina
$580K +$25K +118 +5%
TAM
865
Townsend Asset Management
North Carolina
$580K +$50.4K +251 +10%
TPW
866
Talon Private Wealth
Florida
$579K +$579K +2,884 New
TVAMP
867
Tennessee Valley Asset Management Partners
Tennessee
$579K -$640K -3,189 -53%
CF
868
Centaurus Financial
California
$577K +$27.3K +136 +5%
AHC
869
Anderson Hoagland & Co
Missouri
$575K – – –
CTA
870
Camelot Technology Advisors
California
$572K +$201 +1 +0%
TW
871
TrinityPoint Wealth
Connecticut
$572K -$1.61K -8 -0.3%
FFS
872
Founders Financial Securities
Maryland
$572K -$57K -284 -9%
AR
873
Apeiron RIA
Texas
$567K +$10.8K +54 +2%
Qube Research & Technologies (QRT)
874
Qube Research & Technologies (QRT)
United Kingdom
$563K +$72.9K +363 +15%
CB
875
Centennial Bank
Arkansas
$562K +$10K +50 +2%
33 34
35
36 37