VBR icon

Vanguard Small-Cap Value ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
NIC
1351
Northwest Investment Counselors
Oregon
$16.9K +$16.9K +84 New
BAM
1352
Bellevue Asset Management
Washington
$16.7K
RWPA
1353
Richard W. Paul & Associates
Michigan
$16.7K
TWC
1354
TD Waterhouse Canada
Ontario, Canada
$16.5K
PA
1355
Pineridge Advisors
Missouri
$16.4K +$200 +1 +1%
ETS
1356
ESL Trust Services
New York
$16.1K +$16.1K +80 New
AEPWM
1357
Atlantic Edge Private Wealth Management
Florida
$15.9K
SWM
1358
Sugarloaf Wealth Management
Georgia
$15.5K +$15.5K +77 New
USB
1359
Union Savings Bank
Connecticut
$15.1K
BIM
1360
Breakwater Investment Management
Washington
$14.7K +$12.6K +63 +630%
MFC
1361
Morris Financial Concepts
South Carolina
$14.5K +$8.03K +40 +125%
RCM
1362
Raleigh Capital Management
North Carolina
$14.1K
M
1363
MOTCO
Texas
$13.7K
DF
1364
DecisionPoint Financial
Arizona
$13.3K
FIM
1365
FWL Investment Management
Texas
$13.3K +$9.64K +48 +267%
MSS
1366
Mitchell Sinkler & Starr
Pennsylvania
$13.1K
RBC
1367
Roble Belko & Company
Pennsylvania
$13K
FPFS
1368
First Personal Financial Services
North Carolina
$12.7K
CB
1369
CNB Bank
Pennsylvania
$12.6K
TF
1370
Tompkins Financial
New York
$12.4K
FM
1371
Family Management
New York
$11.4K +$602 +3 +6%
MWP
1372
MYCIO Wealth Partners
Pennsylvania
$11.4K +$199 +1 +2%
RIA
1373
Realta Investment Advisors
Delaware
$11.3K -$662K -3,273 -98%
DIP
1374
DT Investment Partners
Pennsylvania
$11K
BONH
1375
Bank of New Hampshire
New Hampshire
$11K