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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,571 hedge funds and large institutions have $26.2B invested in Vanguard Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 620 increasing their positions, 453 reducing their positions, and 51 closing their positions.

Holders
1,571
Holders Change
+152
Holders Change %
+10.71%
% of All Funds
20.92%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
1.57%
New
238
Increased
620
Reduced
453
Closed
51
Calls
$10.3M
Puts
$1.88M
Net Calls
+$8.38M
Net Calls Change
+$3.02M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$8.38B
2
Raymond James Financial
2
Raymond James Financial
Florida
$195M
3
AL
3
Aspiriant LLC
California
$243M
4
FAC
4
Financial Advisory Corporation
Michigan
$48.8M
5
AssetMark Inc
5
AssetMark Inc
California
$792M

Top Sellers

1
EFS
1
Essex Financial Services
Connecticut
$3.44M
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
MG
3
Mather Group
Illinois
$170M
4
Betterment LLC
4
Betterment LLC
New York
$703M
5
WIA
5
World Investment Advisors
California
$3.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
226
AllianceBernstein
Tennessee
$8.2M 41,395 +2,117 +5%
ACA
227
Atlas Capital Advisors
Wyoming
$8.1M 40,888 +3,077 +8%
AIM
228
Alhambra Investment Management
Florida
$8.06M 40,676 +9,710 +31%
FCM
229
Fortis Capital Management
Washington
$8.01M 40,432 +167 +0.4%
RZH
230
Relyea Zuckerberg Hanson
Connecticut
$8M 40,358 -3,357 -8%
SIA
231
Spectrum Investment Advisors
Wisconsin
$7.98M 40,287 +662 +2%
P
232
&Partners
Tennessee
$7.9M 39,013 +18,248 +88%
PSA
233
Plum Street Advisors
Louisiana
$7.89M 39,831 -2,223 -5%
DC
234
Davenport & Co
Virginia
$7.87M 39,734 +788 +2%
FCI
235
Financial Counselors Inc
Kansas
$7.81M 39,409 +28 +0.1%
FTS
236
Fifth Third Securities
Ohio
$7.74M 39,047 +4,867 +14%
SWM
237
Sterling Wealth Management
Illinois
$7.69M 38,822 -549 -1%
OIA
238
OneDigital Investment Advisors
Kansas
$7.66M 38,655 +4,270 +12%
QC
239
Quent Capital
New York
$7.64M 38,552 -636 -2%
CFO
240
Collective Family Office
Pennsylvania
$7.61M 38,394 -2,075 -5%
ES
241
Eagle Strategies
New York
$7.56M 38,148 +1,848 +5%
JIC
242
Joel Isaacson & Co
New York
$7.55M 38,092 -719 -2%
NHC
243
Nicholas Hoffman & Company
Georgia
$7.51M 37,904 +485 +1%
PP
244
PrairieView Partners
Minnesota
$7.49M 37,788 -1,879 -5%
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$7.45M 37,586 -1,229 -3%
CWM
246
Cornerstone Wealth Management
Missouri
$7.38M 37,245 -10,565 -22%
ST
247
Spinnaker Trust
Maine
$7.38M 37,228 +58 +0.2%
AWM
248
AE Wealth Management
Kansas
$7.35M 37,067 +2,123 +6%
CC
249
Courier Capital
New York
$7.29M 36,802 +129 +0.4%
ATPW
250
Ashton Thomas Private Wealth
Arizona
$7.23M 36,492 +3,166 +10%
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