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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 %
LB
1101
Legacy Bridge
Iowa
$293K – – –
YWM
1102
Yoder Wealth Management
California
$291K – – –
CCMG
1103
Clark Capital Management Group
Pennsylvania
$289K +$48.8K +243 +20%
IIA
1104
Integral Investment Advisors
California
$288K – – –
LCM
1105
Lazari Capital Management
California
$288K +$63.2K +315 +28%
EK
1106
Evensky & Katz
Florida
$286K -$22.5K -112 -7%
RF
1107
RHS Financial
California
$286K +$286K +1,424 New
VPWA
1108
Vestia Personal Wealth Advisors
Indiana
$284K -$201 -1 -0.1%
IC
1109
Iconiq Capital
California
$283K +$2.61K +13 +0.9%
GWANC
1110
Guardian Wealth Advisors (North Carolina)
North Carolina
$283K -$2.81K -14 -1%
CAM
1111
Columbia Asset Management
Michigan
$283K – – –
RBFC
1112
Roman Butler Fullerton & Co
Missouri
$282K -$3.04K -15 -1%
AWM
1113
Ameliora Wealth Management
Switzerland
$281K – – –
TFM
1114
TFC Financial Management
Massachusetts
$281K +$803 +4 +0.3%
CAM
1115
Creekmur Asset Management
Illinois
$279K +$2.41K +12 +0.9%
HAS
1116
Holland Advisory Services
Florida
$279K +$2.81K +14 +1%
FWM
1117
Fonville Wealth Management
Virginia
$279K +$402 +2 +0.1%
WAM
1118
WNY Asset Management
New York
$278K +$278K +1,387 New
LL
1119
LWMG LLC
Minnesota
$278K +$2.01K +10 +0.7%
GL
1120
Graypoint LLC
New York
$278K +$2.01K +10 +0.7%
WFA
1121
Wells Financial Advisors
Massachusetts
$278K -$3.01K -15 -1%
TA
1122
TruWealth Advisors
Louisiana
$277K – – –
Vontobel Holding
1123
Vontobel Holding
Switzerland
$276K +$276K +1,377 New
GLA
1124
Good Life Advisors
Pennsylvania
$276K -$42.2K -210 -13%
WHCI
1125
W.H. Cornerstone Investments
Massachusetts
$276K +$2.61K +13 +1%
43 44
45
46 47