VBR icon

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
+$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 %
SCM
201
Steele Capital Management
Iowa
$9.71M -$340K -1,693 -3%
HWM
202
HB Wealth Management
Georgia
$9.63M -$99.4K -495 -1%
FFP
203
Forbes Financial Planning
Rhode Island
$9.63M +$392K +1,951 +4%
CWM
204
Cornerstone Wealth Management
Missouri
$9.6M +$132K +655 +1%
CIM
205
Cambria Investment Management
California
$9.58M -$1.83M -9,125 -16%
FWP
206
Family Wealth Partners
North Carolina
$9.55M -$225K -1,120 -2%
FCM
207
Firestone Capital Management
Florida
$9.43M +$246K +1,224 +3%
ONB
208
Old National Bancorp
Indiana
$9.13M -$498K -2,482 -5%
KBFS
209
Kohmann Bosshard Financial Services
Ohio
$9.07M -$453K -2,258 -5%
CIA
210
Compass Ion Advisors
Pennsylvania
$9.04M -$356K -1,775 -4%
PA
211
Parallel Advisors
California
$9.04M -$724K -3,604 -7%
BFS
212
Bradley Foster & Sargent
Connecticut
$9.03M +$30.3K +151 +0.3%
E
213
ETFidea
New York
$8.99M +$64K +319 +0.7%
EWA
214
EP Wealth Advisors
California
$8.94M +$1.95M +9,695 +28%
AFS
215
Annapolis Financial Services
Maryland
$8.85M -$459K -2,284 -5%
RZH
216
Relyea Zuckerberg Hanson
Connecticut
$8.78M -$859K -4,276 -9%
ODA
217
One Degree Advisors
California
$8.59M +$60.5K +302 +0.7%
IFS
218
Ifrah Financial Services
Arkansas
$8.54M -$14.1K -70 -0.2%
FHA
219
First Horizon Advisors
Tennessee
$8.52M +$66.1K +329 +0.8%
SFG
220
Sage Financial Group
Pennsylvania
$8.49M +$201 +1 +0%
PSA
221
Plum Street Advisors
Louisiana
$8.44M -$194K -965 -2%
CWA
222
Cornerstone Wealth Advisors
Minnesota
$8.35M +$705K +3,511 +9%
SMWM
223
Silvia McColl Wealth Management
California
$8.29M +$791K +3,940 +11%
CFO
224
Collective Family Office
Pennsylvania
$8.13M -$624K -3,107 -7%
FCM
225
Fortis Capital Management
Washington
$8.08M +$60.2K +300 +0.8%
7 8
9
10 11