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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 %
MFS
1201
Madrona Financial Services
Washington
$221K -$8.43K -42 -4%
PIA
1202
Pinion Investment Advisors
Kansas
$217K +$217K +1,080 New
SA
1203
Stewardship Advisors
Pennsylvania
$217K +$217K +1,080 New
CCWM
1204
Cassaday & Co Wealth Management
Virginia
$217K +$217K +1,079 New
JGIA
1205
Jackson Grant Investment Advisers
Connecticut
$216K +$1K +5 +0.5%
LA
1206
Lifeworks Advisors
Michigan
$216K -$54K -269 -20%
PIN
1207
Prudent Investors Network
California
$216K +$216K +1,075 New
CWP
1208
Core Wealth Partners
California
$215K +$215K +1,073 New
CCP
1209
Carmel Capital Partners
California
$214K +$214K +1,065 New
RPWA
1210
Regent Peak Wealth Advisors
Georgia
$212K -$23.3K -116 -10%
ECM
1211
EMC Capital Management
Texas
$211K +$210K +37,291 +37,291%
ALWM
1212
Andrews Lucia Wealth Management
California
$211K – – –
OFG
1213
Omega Financial Group
California
$210K +$210K +1,047 New
CCA
1214
Cobblestone Capital Advisors
New York
$210K +$210K +1,046 New
T
1215
TNF
Montana
$209K +$209K +1,044 New
FWA
1216
FSM Wealth Advisors
Ohio
$209K +$209K +1,041 New
JWM
1217
Jeppson Wealth Management
California
$209K +$209K +1,040 New
BFA
1218
Beaumont Financial Advisors
Massachusetts
$207K +$207K +1,033 New
JAFL
1219
Jay A. Fishman Ltd
Michigan
$206K +$206K +1,025 New
WFA
1220
WMG Financial Advisors
Tennessee
$205K +$205K +1,020 New
NG
1221
Northstar Group
New York
$203K +$203K +1,010 New
GAM
1222
Griffin Asset Management
New York
$202K +$202K +1,004 New
TCPG
1223
Trivant Custom Portfolio Group
California
$201K -$90.4K -450 -31%
ATC
1224
Advantage Trust Company
Kansas
$201K – – –
CB
1225
Community Bank
New York
$201K – – –
47 48
49
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