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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 %
FMWA
1126
Forvis Mazars Wealth Advisors
Missouri
$276K +$276K +1,373 New
BCM
1127
BluePointe Capital Management
California
$276K – – –
RCAG
1128
Rehmann Capital Advisory Group
Michigan
$274K +$1.61K +8 +0.6%
PI
1129
PFG Investments
New York
$271K -$160K -799 -37%
SAM
1130
Smartleaf Asset Management
Massachusetts
$271K +$99.1K +494 +58%
LI
1131
LRI Investments
Florida
$269K +$37.9K +182 +16%
CA
1132
Claro Advisors
Massachusetts
$269K -$2.61K -13 -1%
FFA
1133
First Foundation Advisors
California
$267K – – –
TA
1134
TPG Advisors
Illinois
$266K +$266K +1,323 New
CA
1135
Claris Advisors
Missouri
$264K – – –
PCM
1136
Passive Capital Management
Maryland
$263K +$602 +3 +0.2%
SCM
1137
Sebold Capital Management
Illinois
$263K – – –
CCIA
1138
Cherry Creek Investment Advisors
Colorado
$262K +$7.03K +35 +3%
WCAMG
1139
Woodard & Company Asset Management Group
North Carolina
$261K – – –
AA
1140
Apriem Advisors
California
$261K +$261K +1,300 New
DWM
1141
Defined Wealth Management
Oregon
$261K – – –
PAIM
1142
Punch & Associates Investment Management
Minnesota
$258K -$402 -2 -0.2%
SAI
1143
Savvy Advisors Inc
New York
$258K -$153K -761 -37%
LCM
1144
Liberty Capital Management
Michigan
$255K -$2.21K -11 -0.9%
BWL
1145
Bogart Wealth LLC
Virginia
$254K +$3.41K +17 +1%
CG
1146
Caprock Group
Idaho
$254K +$254K +1,262 New
SL
1147
Salomon & Ludwin
Virginia
$253K -$12.2K -61 -5%
KFI
1148
Key Financial Inc
Pennsylvania
$253K – – –
NSAM
1149
North Star Asset Management
Wisconsin
$251K +$11.2K +56 +5%
WG
1150
Wealth Group
North Carolina
$250K +$250K +1,245 New
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46
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