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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,419 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, 550 increasing their positions, 513 reducing their positions, and 37 closing their positions.

Holders
1,419
Holders Change
+62
Holders Change %
+4.57%
% of All Funds
20.53%
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
550
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
1
Bank of America
North Carolina
$3.7B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$311M
3
WIA
3
World Investment Advisors
California
$31.8M
4
AssetMark Inc
4
AssetMark Inc
California
$766M
5
Ameriprise
5
Ameriprise
Minnesota
$159M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$74M
2
SP
2
Symmetry Partners
Connecticut
$19.2M
3
MG
3
Mather Group
Illinois
$213M
4
PP
4
PDS Planning
Ohio
$19.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$386M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
101
Brickley Wealth Management
California
$23.6M 117,550 -349 -0.3%
PPW
102
Pasadena Private Wealth
California
$23.6M 117,515 -1,677 -1%
PAG
103
Private Advisor Group
New Jersey
$23.6M 117,343 -4,359 -4%
UOMF
104
University of Maryland Foundation
Maryland
$22.8M 113,570 – –
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$22.7M 112,885 -3,162 -3%
AI
106
Atria Investments
North Carolina
$22.3M 111,217 -66,096 -37%
KAS
107
Kestra Advisory Services
Texas
$22.3M 110,857 -13,854 -11%
AWAG
108
ARS Wealth Advisors Group
Florida
$21.3M 106,160 +3,238 +3%
SIM
109
Studio Investment Management
Illinois
$20.9M 103,946 -2,579 -2%
Prudential Financial
110
Prudential Financial
New Jersey
$20.9M 103,907 -614 -0.6%
SWM
111
Shakespeare Wealth Management
Wisconsin
$20.8M 103,459 +6,828 +7%
GFWA
112
Grey Fox Wealth Advisors
Delaware
$20.6M 102,565 +18,735 +22%
FPAS
113
Focus Partners Advisor Solutions
Missouri
$20.6M 102,427 -13,925 -12%
GFA
114
Gallagher Fiduciary Advisors
Illinois
$20.4M 101,828 -59,759 -37%
TWP
115
Total Wealth Planning
Ohio
$19.7M 98,297 +1,867 +2%
RFS
116
Retirement Financial Solutions
Tennessee
$19.6M 97,860 +1,919 +2%
BPA
117
Beacon Pointe Advisors
California
$19.4M 96,382 -2,798 -3%
PP
118
PDS Planning
Ohio
$19.3M 96,244 -274,830 -74%
SP
119
Symmetry Partners
Connecticut
$19.2M 95,832 -400,095 -81%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$19.1M 95,202 -32,948 -26%
PIFP
121
Partners in Financial Planning
Virginia
$18.6M 92,698 +1,230 +1%
AW
122
Avion Wealth
Texas
$18M 89,767 -1,161 -1%
AWA
123
Aaron Wealth Advisors
Illinois
$17.6M 87,495 +10,985 +14%
KIM
124
Kestra Investment Management
Texas
$17.2M 85,661 +2,232 +3%
GT
125
Glenmede Trust
Pennsylvania
$17M 84,873 -96 -0.1%
3 4
5
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