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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 %
PWMAG
1026
Pinnacle Wealth Management Advisory Group
New Jersey
$365K +$29.1K +145 +9%
AP
1027
Appleton Partners
Massachusetts
$364K -$1.01K -5 -0.3%
C1AG
1028
Client 1st Advisory Group
Florida
$363K – – –
AWM
1029
Accurate Wealth Management
Florida
$361K -$17.8K -88 -5%
GWSG
1030
GPS Wealth Strategies Group
Colorado
$360K +$58.4K +291 +19%
ANBT
1031
American National Bank & Trust
Texas
$360K -$2.01K -10 -0.6%
Russell Investments Group
1032
Russell Investments Group
United Kingdom
$354K +$56.2K +280 +19%
CAM
1033
Cidel Asset Management
Ontario, Canada
$353K – – –
NAS
1034
Nicolet Advisory Services
Wisconsin
$353K -$12.8K -65 -4%
C
1035
CEDRUS
Colorado
$353K -$33.3K -166 -9%
PCH
1036
PGIM Custom Harvest
New Jersey
$352K +$31.1K +155 +10%
WCM
1037
Weik Capital Management
Pennsylvania
$351K – – –
DWP
1038
Daymark Wealth Partners
Ohio
$350K +$73.3K +365 +26%
GWM
1039
Grand Wealth Management
Michigan
$350K – – –
SIC
1040
Sterling Investment Counsel
New York
$350K -$602 -3 -0.2%
GC
1041
Guidance Capital
Kentucky
$349K +$83K +405 +31%
AWM
1042
Austin Wealth Management
Texas
$349K -$5.13K -26 -1%
OPPS
1043
Obsidian Personal Planning Solutions
Maryland
$348K -$5.57K -28 -2%
JCM
1044
Jag Capital Management
Missouri
$347K – – –
TIM
1045
Total Investment Management
Arizona
$345K -$5.82K -29 -2%
CWA
1046
CM Wealth Advisors
Ohio
$344K – – –
NA
1047
Nottingham Advisors
New York
$343K +$343K +1,706 New
FCA
1048
Fortis Capital Advisors
Kansas
$342K +$342K +1,704 New
CNTOF
1049
Canandaigua National Trust of Florida
New York
$342K +$342K +1,701 New
MWM
1050
Melfa Wealth Management
Massachusetts
$341K -$23.5K -117 -6%
40 41
42
43 44