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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,419 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, 550 increasing their positions, 513 reducing their positions, and 37 closing their positions.

Holders
1,419
Holders Change
+62
Holders Change %
+4.57%
% of All Funds
20.53%
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
550
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
1
Bank of America
North Carolina
$3.7B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$311M
3
WIA
3
World Investment Advisors
California
$31.8M
4
AssetMark Inc
4
AssetMark Inc
California
$766M
5
Ameriprise
5
Ameriprise
Minnesota
$159M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$74M
2
SP
2
Symmetry Partners
Connecticut
$19.2M
3
MG
3
Mather Group
Illinois
$213M
4
PP
4
PDS Planning
Ohio
$19.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$386M
Name Market Value Shares Shares
Change 		Shares
Change %
2L
76
25 LLC
Missouri
$35.5M 176,876 +1,235 +0.7%
Corient Private Wealth
77
Corient Private Wealth
Florida
$35.5M 176,761 +6,255 +4%
WPW
78
Waldron Private Wealth
Pennsylvania
$34.6M 172,343 -8,768 -5%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$32.9M 164,992 +3,556 +2%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$32.7M 162,694 -2,772 -2%
NA
81
NewEdge Advisors
Louisiana
$32.2M 160,437 +3,872 +2%
WIA
82
World Investment Advisors
California
$31.8M 158,567 +152,867 +2,682%
SWA
83
Strategies Wealth Advisors
Michigan
$31.6M 157,304 +728 +0.5%
WANY
84
Wealthspire Advisors (New York)
New York
$30.8M 153,391 +32,415 +27%
AMG
85
Asset Management Group
Connecticut
$29.2M 145,513 +3,476 +2%
KWM
86
Kaydan Wealth Management
Michigan
$29M 144,602 +107,703 +292%
SA
87
Sanctuary Advisors
Indiana
$29M 135,452 +7,968 +6%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$28.7M 142,859 +1,914 +1%
CT
89
Coastline Trust
Rhode Island
$28.3M 140,799 +740 +0.5%
US Bancorp
90
US Bancorp
Minnesota
$27.8M 138,349 +3,105 +2%
MAM
91
Marotta Asset Management
Virginia
$27.5M 137,007 +1,732 +1%
WA
92
Wealth Architects
California
$26.5M 131,812 -348 -0.3%
NQWM
93
Northwest Quadrant Wealth Management
Oregon
$26.2M 130,332 +974 +0.8%
Comerica Bank
94
Comerica Bank
Texas
$25.9M 129,046 -5,053 -4%
BIA
95
BHK Investment Advisors
Alabama
$25.9M 128,949 -657 -0.5%
SC
96
Sepio Capital
Utah
$25M 124,639 +4,664 +4%
ML
97
McAdam LLC
Pennsylvania
$24.6M 122,296 +31 +0%
OWA
98
Opal Wealth Advisors
New York
$24.4M 121,388 +9,028 +8%
EWM
99
Empirical Wealth Management
Washington
$23.9M 119,061 +2,902 +2%
SF
100
Safeguard Financial
Wisconsin
$23.7M 117,966 +9,404 +9%
2 3
4
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