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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.

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

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$74M
2
SP
2
Symmetry Partners
Connecticut
$19.2M
3
MG
3
Mather Group
Illinois
$213M
4
PP
4
PDS Planning
Ohio
$19.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$386M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.7B 18,445,376 +1,652,400 +10%
AssetMark Inc
2
AssetMark Inc
California
$766M 3,817,544 +139,196 +4%
Morgan Stanley
3
Morgan Stanley
New York
$754M 3,756,951 -121,930 -3%
Betterment LLC
4
Betterment LLC
New York
$742M 3,697,782 -135,879 -4%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$478M 2,382,526 +30,315 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$386M 1,920,384 -268,244 -12%
UBS Group
7
UBS Group
Switzerland
$327M 1,628,298 +109,246 +7%
Wells Fargo
8
Wells Fargo
California
$323M 1,607,845 +42,017 +3%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$311M 1,548,368 +1,343,457 +656%
AA
10
Axiom Advisory
California
$279M 1,452,124 +102,423 +8%
SEI Investments
11
SEI Investments
Pennsylvania
$259M 1,287,672 -48,332 -4%
LPL Financial
12
LPL Financial
California
$247M 1,230,640 +80,279 +7%
MG
13
Mather Group
Illinois
$213M 1,061,231 -390,890 -27%
AL
14
Aspiriant LLC
California
$173M 861,225 +40,354 +5%
CL
15
Choreo LLC
Illinois
$169M 847,549 -3,273 -0.4%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$159M 792,026 -3,010 -0.4%
Ameriprise
17
Ameriprise
Minnesota
$159M 786,533 +136,462 +21%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$144M 715,144 +32,409 +5%
AF
19
Allworth Financial
California
$143M 710,066 +13,198 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$140M 698,027 -19,655 -3%
HighTower Advisors
21
HighTower Advisors
Illinois
$134M 669,059 -24,371 -4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$128M 639,545 +15,776 +3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$128M 635,026 +28,879 +5%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$118M 588,406 +44,114 +8%
EA
25
Efficient Advisors
Ohio
$116M 580,223 -5,245 -0.9%
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