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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 %
CFS
1001
CGC Financial Services
Oregon
$382K – – –
TH
1002
Team Hewins
California
$381K – – –
SW
1003
SteelPeak Wealth
California
$381K +$2.61K +13 +0.7%
CRC
1004
Curi RMB Capital
Illinois
$380K +$46.2K +230 +14%
IFPL
1005
Investments & Financial Planning LLC
Kentucky
$380K -$208K -1,035 -35%
SB
1006
Strategic Blueprint
Georgia
$379K -$393K -1,957 -51%
EWM
1007
Evercore Wealth Management
New York
$378K -$10K -50 -3%
FHC
1008
First Heartland Consultants
Missouri
$378K -$2.01K -10 -0.5%
SA
1009
Skyline Advisors
Washington
$378K – – –
SA
1010
SpiderRock Advisors
Delaware
$378K +$378K +1,882 New
FMTC
1011
Farmers & Merchants Trust Company
California
$377K – – –
PPH
1012
Pure Portfolios Holdings
Oregon
$376K +$376K +1,873 New
VWM
1013
Venturi Wealth Management
Texas
$375K +$336K +1,671 +844%
CAL
1014
Capital Advisors Ltd
Ohio
$375K – – –
CP
1015
Camelot Portfolios
Ohio
$375K -$63.9K -318 -15%
NLP
1016
Next Level Private
New York
$373K -$1K -5 -0.3%
NHT
1017
New Hampshire Trust
New Hampshire
$372K – – –
HWA
1018
HHM Wealth Advisors
Tennessee
$372K – – –
TFCP
1019
Twin Focus Capital Partners
Massachusetts
$371K – – –
PEA
1020
Park Edge Advisors
Ohio
$371K +$602 +3 +0.2%
S4W
1021
Solutions 4 Wealth
Texas
$370K – – –
LPAM
1022
Lodestar Private Asset Management
California
$368K -$1.61K -8 -0.4%
CFP
1023
Cascade Financial Partners
California
$368K +$22.1K +110 +6%
BWM
1024
Benchmark Wealth Management
Connecticut
$367K +$41.6K +207 +13%
BPFA
1025
Barnes Pettey Financial Advisors
Mississippi
$365K -$2.21K -11 -0.6%
39 40
41
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