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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 %
WWWM
1176
White Wing Wealth Management
Texas
$236K -$110K -546 -32%
IDA
1177
Intelligence Driven Advisers
California
$236K +$2.41K +12 +1%
LGWM
1178
Litman Gregory Wealth Management
California
$235K – – –
SFS
1179
Strategic Financial Services
New York
$234K +$1K +5 +0.4%
SAM
1180
Smithbridge Asset Management
Pennsylvania
$233K -$10K -50 -4%
SCA
1181
Sage Capital Advisors
South Dakota
$232K +$2.21K +11 +1%
EFA
1182
Evernest Financial Advisors
Indiana
$232K +$232K +1,155 New
MWA
1183
Midland Wealth Advisors
Illinois
$232K – – –
DT
1184
Diversified Trust
Tennessee
$232K +$232K +1,154 New
AT
1185
American Trust
Kentucky
$229K +$229K +1,140 New
FA
1186
FSA Advisors
Michigan
$229K +$229K +1,138 New
CPG
1187
Cornerstone Planning Group
New Jersey
$228K +$804 +4 +0.4%
AIC
1188
Archer Investment Corporation
Indiana
$227K +$5.42K +27 +2%
AWM
1189
Angeles Wealth Management
California
$227K -$170K -849 -43%
SAM
1190
Satovsky Asset Management
New York
$226K +$2.81K +14 +1%
GGV
1191
GG Group Ventures
Florida
$225K -$6.88K -33 -3%
TI
1192
Trexquant Investment
Connecticut
$224K -$532K -2,648 -70%
RA
1193
Rise Advisors
New York
$224K +$2.21K +11 +1%
GA
1194
Greenspring Advisors
Maryland
$224K – – –
ACM
1195
Advance Capital Management
Michigan
$224K +$803 +4 +0.4%
VF
1196
VitalStone Financial
Texas
$223K +$1.81K +9 +0.8%
OFG
1197
Oxford Financial Group
Indiana
$222K – – –
SMA
1198
Seven Mile Advisory
New Jersey
$222K – – –
RFN
1199
RDA Financial Network
Iowa
$221K – – –
HL
1200
HeadInvest LLC
Maine
$221K +$221K +1,100 New
46 47
48
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