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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
PWM
326
Perigon Wealth Management
California
$4.88M +$262K +1,285 +6%
LFS
327
Lutz Financial Services
Nebraska
$4.88M -$28.9K -146 -0.6%
EIM
328
Ervin Investment Management
Washington
$4.86M -$135K -679 -3%
BIA
329
Barry Investment Advisors
Massachusetts
$4.85M +$85.2K +430 +2%
NL
330
NWAM LLC
Washington
$4.85M -$135K -683 -3%
BRG
331
Bay Rivers Group
Virginia
$4.76M +$210K +1,061 +5%
CA
332
CSM Advisors
Pennsylvania
$4.76M +$1.11M +5,600 +30%
BRWA
333
B. Riley Wealth Advisors
Florida
$4.72M -$256K -1,293 -5%
LSA
334
Lansing Street Advisors
Pennsylvania
$4.71M -$200K -1,010 -4%
IWM
335
IHT Wealth Management
Illinois
$4.69M -$19K -96 -0.4%
GJIA
336
Glass Jacobson Investment Advisors
Maryland
$4.68M -$105K -532 -2%
ZC
337
Zeit Capital
Colorado
$4.65M +$1.29M +6,282 +38%
SPC
338
Sigma Planning Corp
Michigan
$4.64M +$60.8K +307 +1%
CB
339
Commerce Bank
Missouri
$4.64M +$79.1K +399 +2%
BJL
340
Brighton Jones LLC
Washington
$4.61M +$88K +444 +2%
TCMP
341
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.59M +$2.29M +11,560 +99%
JIR
342
James Investment Research
Ohio
$4.51M -$102K -514 -2%
EGA
343
E&G Advisors
Texas
$4.49M +$577K +2,914 +15%
KSWA
344
Kathleen S. Wright Associates
Pennsylvania
$4.46M +$9.13K +46 +0.2%
AOWM
345
Alpha Omega Wealth Management
Virginia
$4.45M +$55.9K +282 +1%
Citadel Advisors
346
Citadel Advisors
Florida
$4.43M +$4M +20,186 +927%
PFG
347
Pinnacle Financial Group
Illinois
$4.43M +$135K +680 +3%
IWC
348
Integrated Wealth Concepts
Massachusetts
$4.38M +$193K +975 +5%
TIM
349
Tortoise Investment Management
New York
$4.36M -$11.7K -59 -0.3%
AAS
350
Ameritas Advisory Services
Nebraska
$4.34M +$541K +2,730 +14%
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