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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 %
JCM
151
Jacobsen Capital Management
Utah
$13.8M -$69.5K -346 -0.5%
DADC
152
D.A. Davidson & Co
Montana
$13.8M -$135K -671 -1%
AAS
153
Avantax Advisory Services
Texas
$13.7M -$323K -1,608 -2%
Pathstone Holdings
154
Pathstone Holdings
New Jersey
$13.6M -$98K -488 -0.7%
BF
155
Brooklyn FI
New York
$13.6M +$30.7K +153 +0.2%
TWM
156
Tradition Wealth Management
Minnesota
$13.6M +$277K +1,378 +2%
TYCC
157
Texas Yale Capital Corp
Florida
$13.5M -$1.81K -9 -0%
EI
158
Ellevest Inc
New York
$13.4M +$41.6K +208 +0.3%
FPIS
159
Financial Planning & Information Services
Wisconsin
$13.1M +$1.57M +7,833 +14%
PGFC
160
Peapack-Gladstone Financial Corp
New Jersey
$13.1M -$69.7K -347 -0.5%
SIA
161
Strategic Investment Advisors
Michigan
$13M +$625K +3,112 +5%
ASN
162
Advisory Services Network
Georgia
$12.9M – – –
CWM
163
Congress Wealth Management
Massachusetts
$12.8M -$1.07M -5,353 -8%
HB
164
HTLF Bank
Colorado
$12.8M +$26.5K +132 +0.2%
HC
165
Hillman Company
Pennsylvania
$12.7M – – –
WBG
166
Wharton Business Group
Pennsylvania
$12.6M -$597K -2,973 -5%
GC
167
Garde Capital
Washington
$12.5M -$255K -1,269 -2%
MWA
168
Moser Wealth Advisors
Washington
$12.5M +$54.4K +271 +0.4%
FA
169
Fiducient Advisors
Illinois
$12.5M +$11.1M +55,315 +825%
BCIM
170
Bishop & Co Investment Management
Pennsylvania
$12.4M +$149K +740 +1%
PPW
171
Presilium Private Wealth
Pennsylvania
$12.3M -$10.8K -54 -0.1%
AA
172
Ancora Advisors
Ohio
$12.2M -$3.56M -17,731 -23%
FSWA
173
Financial Synergies Wealth Advisors
Texas
$12.2M -$106K -526 -0.9%
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$11.9M +$2M +9,945 +20%
PP
175
Prosperity Planning
Missouri
$11.8M -$1.38M -6,865 -10%
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