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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 %
DAM
1326
Delta Asset Management
Tennessee
$28.7K – – –
CSC
1327
Caldwell Sutter Capital
California
$28.7K – – –
JFG
1328
JDM Financial Group
Texas
$28.1K -$53.2K -265 -65%
FWM
1329
FSA Wealth Management
Massachusetts
$27.9K +$27.9K +139 New
TIAAOA
1330
Teachers Insurance & Annuity Association of America
New York
$26.3K +$26.3K +131 New
Fuller & Thaler Asset Management
1331
Fuller & Thaler Asset Management
California
$26.2K +$10.6K +53 +68%
APC
1332
Aspire Private Capital
North Carolina
$25.7K – – –
MAM
1333
Marquette Asset Management
Minnesota
$24.9K – – –
SS
1334
Sunbelt Securities
Texas
$24.6K +$24.6K +122 New
OC
1335
Oakworth Capital
Alabama
$24.1K +$24.1K +120 New
LFA
1336
LGT Financial Advisors
Texas
$23.5K +$201 +1 +0.9%
GSEP
1337
Golden State Equity Partners
California
$23.1K +$23.1K +115 New
RLIM
1338
Red Lighthouse Investment Management
New York
$22.1K – – –
WI
1339
Wintrust Investments
Illinois
$22K -$225K -1,124 -91%
FG
1340
Fairman Group
Pennsylvania
$21.7K +$201 +1 +0.9%
JFA
1341
JNBA Financial Advisors
Minnesota
$20.9K – – –
MG
1342
MilWealth Group
Wisconsin
$20.1K – – –
NCM
1343
Northwest Capital Management
Oregon
$20.1K – – –
PWMG
1344
Private Wealth Management Group
New Jersey
$18.9K – – –
MRCM
1345
M&R Capital Management
New Jersey
$18.9K – – –
HWP
1346
Highline Wealth Partners
California
$18.3K +$202 +1 +1%
AFG
1347
Albion Financial Group
Utah
$18.3K – – –
VWM
1348
Valley Wealth Managers
New Jersey
$18.2K +$200 +1 +1%
PWA
1349
Provenance Wealth Advisors
Florida
$17.6K – – –
MSG
1350
Main Street Group
Virginia
$17.3K -$12.2K -61 -41%
52 53
54
55 56