VBR icon

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 %
SDJVC
976
St. Denis J. Villere & Co
Louisiana
$406K – – –
AI
977
Accredited Investors
Minnesota
$405K – – –
DCM
978
DGS Capital Management
New Jersey
$403K +$402 +2 +0.1%
HCP
979
Hardin Capital Partners
South Carolina
$403K -$59.2K -299 -13%
RG
980
Rathbones Group
United Kingdom
$402K – – –
BAM
981
Bosun Asset Management
Illinois
$402K – – –
AIM
982
Athena Investment Management
California
$401K – – –
MAS
983
Meeder Advisory Services
Ohio
$401K +$401K +1,998 New
BBA
984
BLB&B Advisors
Pennsylvania
$399K +$15.5K +77 +4%
HIA
985
Harbor Investment Advisory
Maryland
$398K +$2.21K +11 +0.6%
EW
986
Elyxium Wealth
California
$397K +$397K +1,978 New
National Bank of Canada
987
National Bank of Canada
Quebec, Canada
$395K +$268K +1,334 +211%
CB
988
Cadence Bank
Mississippi
$394K -$1K -5 -0.3%
SC
989
Stephens Consulting
Michigan
$393K -$53.2K -265 -12%
KP
990
Keel Point
Alabama
$391K +$6.42K +32 +2%
SFS
991
Summit Financial Strategies
Ohio
$390K +$11K +55 +3%
ACA
992
Aptus Capital Advisors
Alabama
$389K +$44.2K +220 +13%
HSBC Holdings
993
HSBC Holdings
United Kingdom
$389K -$419K -2,085 -52%
AWC
994
Adamsbrown Wealth Consultants
Kansas
$389K – – –
CAC
995
Certified Advisory Corp
Florida
$388K +$25.7K +128 +7%
SC
996
Sapient Capital
Indiana
$388K – – –
WBCM
997
Wilson & Boucher Capital Management
California
$386K – – –
MMHP
998
Murphy Middleton Hinkle & Parker
Georgia
$385K – – –
TWM
999
Thrive Wealth Management
Pennsylvania
$385K -$9.44K -47 -2%
FT
1000
Fiduciary Trust
Massachusetts
$382K +$382K +1,902 New
38 39
40
41 42