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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.

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.7B
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$311M
3
WIA
World Investment Advisors
California
$31.8M
4
AssetMark Inc
AssetMark Inc
California
$766M
5
Ameriprise
Ameriprise
Minnesota
$159M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$74M
2
SP
Symmetry Partners
Connecticut
$19.2M
3
MG
Mather Group
Illinois
$213M
4
PP
PDS Planning
Ohio
$19.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
1401
NewSquare Capital
Pennsylvania
$3.21K – – –
KHC
1402
Koesten Hirschmann & Crabtree
Kansas
$3.03K +$1.01K +5 +50%
GTAM
1403
Global Trust Asset Management
Florida
$2.65K – – –
CPBTD
1404
Central Pacific Bank - Trust Division
Hawaii
$2.61K – – –
RFA
1405
Register Financial Advisors
Georgia
$2.41K – – –
TCG
1406
Transcendent Capital Group
Oklahoma
$2.41K – – –
ATS
1407
Ashton Thomas Securities
New York
$2.41K +$2.41K +12 New
EWM
1408
EPG Wealth Management
Georgia
$2.41K +$2.41K +12 New
RS
1409
Rakuten Securities
Japan
$2.01K +$2.01K +10 New
MIM
1410
Macroview Investment Management
Maryland
$1.86K – – –
FP
1411
Financial Perspectives
Minnesota
$1.81K – – –
IBOK
1412
Independence Bank of Kentucky
Kentucky
$1.81K – – –
DWM
1413
Darwin Wealth Management
Florida
$1.81K +$1.81K +9 New
PFG
1414
Peterson Financial Group
Iowa
$1.21K +$1.21K +6 New
HGA
1415
Hobbs Group Advisors
South Carolina
$1K – – –
GCM
1416
Gables Capital Management
Florida
$1K – – –
OP
1417
ORG Partners
Indiana
$1K – – –
MFA
1418
McClarren Financial Advisors
Pennsylvania
$438 -$12 -130 -3%
TCM
1419
Tradewinds Capital Management
Washington
$201 +$201 +1 New
CMP
1420
Coston McIsaac & Partners
Maine
$3 – – –
SOWBOCOPL
1421
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
– -$12.6M -68,960 Closed
D.E. Shaw & Co
1422
D.E. Shaw & Co
New York
– -$2.96M -16,211 Closed
GA
1423
GFS Advisors
Texas
– -$1.34M -12,025 Closed
IAA
1424
Independent Advisor Alliance
North Carolina
– -$1.69M -9,277 Closed
CFO
1425
Colony Family Offices
North Carolina
– -$1.45M -7,897 Closed
55 56
57
58 59