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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 %
EG
1226
Ellerson Group
Maryland
$201K +$201K +1,000 New
UBV
1227
United Bank (Virginia)
Virginia
$201K +$201K +1,000 New
HAM
1228
Hedges Asset Management
Nevada
$201K +$201K +1,000 New
GWM
1229
Gray Wealth Management
Maine
$201K +$201K +999 New
NS
1230
NBC Securities
Alabama
$198K – – –
RIL
1231
Rothschild Investment LLC
Illinois
$193K +$21.1K +105 +12%
BBHC
1232
Brown Brothers Harriman & Co
New York
$192K +$402 +2 +0.2%
CHA
1233
Carmichael Hill & Associates
Maryland
$191K +$53.2K +265 +39%
IIL
1234
Insight Inv LLC
California
$184K – – –
FPB
1235
First PREMIER Bank
South Dakota
$183K – – –
CA
1236
CoreCap Advisors
Michigan
$182K +$182K +906 New
NRC
1237
New Republic Capital
North Carolina
$181K -$33.1K -165 -15%
KSB
1238
Kennebec Savings Bank
Maine
$181K +$181K +900 New
BFS
1239
Bare Financial Services
Pennsylvania
$175K – – –
LCM
1240
Logan Capital Management
Pennsylvania
$174K – – –
SSB
1241
Sandy Spring Bank
Maryland
$173K – – –
BlackRock
1242
BlackRock
New York
$171K +$9.04K +45 +6%
MSWM
1243
Mowery & Schoenfeld Wealth Management
Illinois
$169K – – –
W
1244
WealthCollab
Washington
$165K +$402 +2 +0.2%
WPA
1245
West Paces Advisors
Georgia
$164K +$1.41K +7 +0.9%
PG
1246
Proffitt & Goodson
Tennessee
$157K -$69.3K -345 -31%
CIAS
1247
Capital Investment Advisory Services
North Carolina
$156K -$19.3K -96 -11%
BOC
1248
Bull Oak Capital
California
$149K +$149K +744 New
TCM
1249
TD Capital Management
Tennessee
$149K -$28.1K -140 -16%
NPP
1250
New Potomac Partners
Maryland
$149K +$149K +740 New
48 49
50
51 52