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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 %
DP
951
Dearborn Partners
Illinois
$430K – – –
RWA
952
Rooted Wealth Advisors
Illinois
$428K -$6.34K -32 -1%
PWW
953
Pettyjohn Wood & White
Virginia
$426K – – –
KFGK
954
Keystone Financial Group (Kentucky)
Kentucky
$426K +$426K +2,120 New
IA
955
Inspire Advisors
Idaho
$424K -$18.9K -94 -4%
MAG
956
Mayfair Advisory Group
Alabama
$423K +$80.6K +404 +24%
OFS
957
Oldfather Financial Services
Nebraska
$421K – – –
RFP
958
Root Financial Partners
California
$420K +$420K +2,090 New
KCFA
959
Key Client Fiduciary Advisors
New Jersey
$419K -$45.4K -226 -10%
CAP
960
Columbia Advisory Partners
Washington
$418K +$418K +2,084 New
WTC
961
WhitTier Trust Company
Nevada
$418K -$33.7K -168 -7%
SAM
962
SignalPoint Asset Management
Missouri
$418K -$17.6K -88 -4%
WFA
963
West Financial Advisors
Iowa
$417K – – –
PB
964
Pinnacle Bancorp
Nebraska
$417K +$3.01K +15 +0.7%
FCP
965
Fidelis Capital Partners
Florida
$417K +$42K +210 +11%
VCP
966
Vista Capital Partners
Oregon
$416K -$32.5K -162 -7%
CWM
967
Cahill Wealth Management
Michigan
$416K – – –
WF
968
WoodTrust Financial
Wisconsin
$415K +$20.5K +102 +5%
DWMS
969
Dominguez Wealth Management Solutions
Virginia
$414K -$1.81K -9 -0.4%
WJWM
970
Williams Jones Wealth Management
New York
$413K -$24.1K -120 -6%
PWM
971
Provident Wealth Management
Tennessee
$413K – – –
KF
972
KKM Financial
Illinois
$411K – – –
VPIM
973
Vanguard Personalized Indexing Management
California
$410K +$3.41K +17 +0.8%
BA
974
Brightwater Advisory
Florida
$409K -$128K -638 -24%
BC
975
Burney Company
Virginia
$408K -$4.02K -20 -1%
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