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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 %
WT
251
Whittier Trust
California
$7.2M 36,338 +3,818 +12%
AFO
252
Aurelius Family Office
New Hampshire
$7.19M 36,276 +36,276 New
LFP
253
Leeward Financial Partners
Washington
$7.13M 35,966 +1,509 +4%
FAT
254
First American Trust
California
$7.07M 35,698 -486 -1%
AIS
255
American Investment Services
Massachusetts
$7.05M 35,589 -135 -0.4%
WIC
256
Whitegate Investment Counselors
New Hampshire
$7.04M 35,515 -20,448 -37%
AWA
257
Arbor Wealth Advisors
Michigan
$7.02M 35,407 +509 +1%
NJIM
258
Nabity-Jensen Investment Management
Nebraska
$6.98M 35,236 -25 -0.1%
TC
259
Tacita Capital
Ontario, Canada
$6.94M 35,018 -4,216 -11%
GCM
260
Granby Capital Management
Florida
$6.94M 35,000 – –
NFW
261
Noble Family Wealth
Florida
$6.78M 34,314 +28 +0.1%
FMTCOCP
262
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.77M 34,170 +4,095 +14%
TW
263
Towerpoint Wealth
California
$6.71M 33,844 +39 +0.1%
RFA
264
RTD Financial Advisors
Pennsylvania
$6.7M 33,828 -433 -1%
PFP
265
Pinnacle Financial Partners
Tennessee
$6.69M 33,770 +440 +1%
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$6.68M 33,708 +1,486 +5%
ML
267
Mayport LLC
Massachusetts
$6.67M 33,676 +2,393 +8%
WLIM
268
White Lighthouse Investment Management
Massachusetts
$6.54M 33,009 +734 +2%
AA
269
Advisory Alpha
Michigan
$6.52M 32,876 -321 -1%
QWM
270
Quadcap Wealth Management
Texas
$6.51M 32,841 +72 +0.2%
MWM
271
MorganRosel Wealth Management
Colorado
$6.51M 32,828 -21 -0.1%
First Manhattan
272
First Manhattan
New York
$6.5M 32,806 -3,583 -10%
AM
273
AGF Management
Ontario, Canada
$6.5M 32,805 +800 +2%
VCAM
274
Van Cleef Asset Management
Ohio
$6.5M 32,776 +20 +0.1%
FF
275
Fairway Financial
Florida
$6.49M 32,723 +32,723 New
9 10
11
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