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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 %
SVWG
1151
Shared Vision Wealth Group
United States
$250K – – –
B
1152
BetterWealth
California
$249K +$2.41K +12 +1%
IAG
1153
Investment Advisory Group
Massachusetts
$249K -$20.5K -102 -8%
PPC
1154
Park Place Capital
Alabama
$246K +$205K +1,022 +499%
HCA
1155
Harbour Capital Advisors
Virginia
$246K – – –
SDWMA
1156
Schneider Downs Wealth Management Advisors
Pennsylvania
$245K +$401 +2 +0.2%
NEWAS
1157
N.E.W. Advisory Services
Wisconsin
$244K -$23.1K -115 -9%
WP
1158
Westmount Partners
California
$244K +$244K +1,213 New
NI
1159
NDVR Inc
Massachusetts
$244K – – –
NWAG
1160
Net Worth Advisory Group
Utah
$243K +$243K +1,211 New
LF
1161
Lantz Financial
Illinois
$243K -$84.5K -421 -26%
AP
1162
Adero Partners
California
$243K +$243K +1,209 New
GAA
1163
Global Assets Advisory
Florida
$243K +$796 +4 +0.3%
GS
1164
GTS Securities
New York
$242K -$1.78M -8,883 -88%
VBWMG
1165
Von Berge Wealth Management Group
California
$242K -$6.98K -33 -3%
TPA
1166
Trivium Point Advisory
Connecticut
$240K +$240K +1,143 New
WAG
1167
Winthrop Advisory Group
Massachusetts
$240K -$17.9K -89 -7%
LRPA
1168
L. Roy Papp & Associates
Arizona
$240K +$2.41K +12 +1%
AWM
1169
Accel Wealth Management
Iowa
$240K +$16.5K +82 +7%
ASI
1170
Advisory Services & Investments
Oregon
$239K – – –
DWP
1171
Destiny Wealth Partners
Florida
$239K – – –
FWTB
1172
First Western Trust Bank
Colorado
$239K +$239K +1,189 New
SWM
1173
SilverOak Wealth Management
Minnesota
$237K – – –
PA
1174
Paragon Advisors
Texas
$237K +$6.82K +34 +3%
WPW
1175
Watershed Private Wealth
Illinois
$237K -$53K -264 -18%
45 46
47
48 49