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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
AL
2
Aspiriant LLC
California
$243M
3
AssetMark Inc
3
AssetMark Inc
California
$792M
4
Wells Fargo
4
Wells Fargo
California
$353M
5
SFA
5
Sequoia Financial Advisors
Ohio
$35.9M

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 %
MCCP
276
Mission Creek Capital Partners
California
$6.47M 32,638 -108 -0.3%
CFS
277
Cannon Financial Strategists
Georgia
$6.44M 32,500 -81 -0.2%
GM
278
GeoWealth Management
Illinois
$6.44M 32,496 -2,521 -7%
Vanguard Group
279
Vanguard Group
Pennsylvania
$6.44M 32,490 +1,261 +4%
CM
280
Cornerstone Management
Georgia
$6.42M 32,392 -3,312 -9%
MFWP
281
Mosaic Family Wealth Partners
Missouri
$6.38M 32,187 +534 +2%
AA
282
Atmos Advisory
Pennsylvania
$6.3M 31,803 +876 +3%
I
283
INVST
Indiana
$6.29M 31,761 +583 +2%
PFA
284
Pure Financial Advisors
California
$6.28M 31,683 +1,957 +7%
CA
285
Cornerstone Advisory
Maryland
$6.14M 30,191 +626 +2%
PCIA
286
Prime Capital Investment Advisors
Kansas
$6.02M 30,402 -2,566 -8%
SSW
287
Stone Summit Wealth
Florida
$5.92M 29,847 -3,206 -10%
CPIG
288
Chicago Partners Investment Group
Illinois
$5.87M 29,580 -209 -0.7%
NB
289
NBT Bank
New York
$5.85M 29,536 +3,267 +12%
BOPW
290
Brandywine Oak Private Wealth
Pennsylvania
$5.85M 29,501 +733 +3%
MWA
291
Monograph Wealth Advisors
California
$5.78M 29,183 -2,523 -8%
Wealthfront Advisers
292
Wealthfront Advisers
California
$5.75M 29,031 +716 +3%
TA
293
TFB Advisors
Kansas
$5.71M 28,818 +316 +1%
KCPG
294
Kavar Capital Partners Group
Kansas
$5.71M 28,802 -947 -3%
GPI
295
General Partner Inc
Pennsylvania
$5.67M 28,629 +162 +0.6%
CP
296
Creekside Partners
California
$5.65M 28,509 +35 +0.1%
TC
297
Tenret Company
Florida
$5.47M 27,597 +360 +1%
CI
298
CX Institutional
Indiana
$5.46M 27,525 +5,451 +25%
Northern Trust
299
Northern Trust
Illinois
$5.45M 27,525 +1,663 +6%
SG
300
Sharper & Granite
California
$5.45M 27,502 +704 +3%
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