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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 %
HFS
1276
Horizon Financial Services
North Carolina
$90.2K – – –
DFA
1277
DHJJ Financial Advisors
Illinois
$88.7K -$401 -2 -0.5%
GEA
1278
Glen Eagle Advisors
New Jersey
$87.5K -$12K -60 -12%
GWP
1279
Gen-Wealth Partners
Michigan
$86.8K -$47.7K -237 -35%
TH
1280
TCTC Holdings
Texas
$84.8K – – –
OA
1281
Operose Advisors
Wisconsin
$83.2K +$49.8K +248 +149%
PCMC
1282
Private Capital Management (Colorado)
Colorado
$81.7K +$57.4K +286 +236%
MJRIC
1283
Mogy Joel R Investment Counsel
California
$80.3K – – –
MLA
1284
MB, Levis & Associates
Pennsylvania
$78.5K +$28.1K +140 +56%
VDBMI
1285
Van Den Berg Management I
Texas
$74.1K – – –
AWM
1286
Abound Wealth Management
Tennessee
$71.9K +$15.3K +76 +27%
SIS
1287
Sound Income Strategies
Florida
$68.6K +$14.9K +74 +28%
SIC
1288
SJS Investment Consulting
Ohio
$66.7K -$37.7K -188 -36%
CIA
1289
Cape Investment Advisory
Georgia
$64.3K +$201 +1 +0.3%
BCMLT
1290
Beacon Capital Management LLC (Tennessee)
Tennessee
$63.3K – – –
VAMG
1291
Voisard Asset Management Group
Michigan
$60.2K – – –
KFP
1292
Keener Financial Planning
Texas
$59K – – –
FGC
1293
Financial Gravity Companies
Texas
$58.3K +$58.3K +290 New
TIM
1294
Thompson Investment Management
Wisconsin
$57.8K – – –
JIP
1295
Jaffetilchin Investment Partners
Florida
$57.1K +$57.1K +285 New
PCFFS
1296
Pacific Center for Financial Services
California
$55.6K – – –
HR
1297
Howe & Rusling
New York
$53.9K -$73K -363 -58%
IWP
1298
IAG Wealth Partners
Wisconsin
$51.2K – – –
AAG
1299
Armstrong Advisory Group
Massachusetts
$51K – – –
FAM
1300
Family Asset Management
South Carolina
$50.6K – – –
50 51
52
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