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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 %
RCP
1076
Rothschild Capital Partners
New York
$314K +$5.22K +26 +2%
CWM
1077
Connecticut Wealth Management
Connecticut
$309K -$20.7K -103 -6%
GJWM
1078
Gilliland Jeter Wealth Management
Arkansas
$308K -$2.61K -13 -0.8%
S
1079
SignatureFD
Georgia
$308K -$18.1K -90 -6%
SBIA
1080
Sheaff Brock Investment Advisors
Indiana
$307K -$46.8K -233 -13%
MPCL
1081
My Personal CFO LLC
Washington
$307K -$143K -713 -32%
AA
1082
Argent Advisors
Louisiana
$306K – – –
CCG
1083
Coastwise Capital Group
California
$304K +$37.3K +186 +14%
UPS
1084
UHLMANN PRICE SECURITIES
Illinois
$304K +$304K +1,513 New
CCFM
1085
Clear Creek Financial Management
Washington
$302K +$2.01K +10 +0.7%
SAM
1086
Summit Asset Management
Tennessee
$301K – – –
RSWA
1087
Robinson Smith Wealth Advisors
Maine
$301K -$5.82K -29 -2%
HIS
1088
Horizon Investment Services
Indiana
$301K – – –
WGCA
1089
Wolf Group Capital Advisors
Virginia
$299K +$90.8K +549 +44%
WCWM
1090
Willow Creek Wealth Management
California
$297K – – –
HIGP
1091
Hill Investment Group Partners
Missouri
$297K -$361 -2 -0.1%
RBC
1092
Romano Brothers & Co
Illinois
$296K – – –
GHAM
1093
Gilman Hill Asset Management
Connecticut
$296K -$109K -545 -27%
CT
1094
Colonial Trust
South Carolina
$295K -$829K -4,128 -74%
LWM
1095
LJI Wealth Management
Indiana
$294K +$7.63K +38 +3%
SFMG
1096
Sage Financial Management Group
Virginia
$294K +$294K +1,465 New
MW
1097
Marcum Wealth
Ohio
$294K +$2.41K +12 +0.8%
RWA
1098
River Wealth Advisors
Pennsylvania
$293K +$293K +1,461 New
PWP
1099
Perfromance Wealth Partners
Illinois
$293K +$293K +1,460 New
BWP
1100
Barlow Wealth Partners
Kentucky
$293K – – –
42 43
44
45 46