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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 %
SFG
351
SNS Financial Group
Minnesota
$4.29M -$11.3K -57 -0.3%
ACS
352
Archford Capital Strategies
Illinois
$4.27M -$2.12M -10,689 -33%
RA
353
RFG Advisory
Alabama
$4.25M +$99.7K +503 +2%
TC
354
TownSquare Capital
Utah
$4.21M +$179K +904 +4%
PA
355
PFG Advisors
Arizona
$4.2M -$43.6K -220 -1%
RFC
356
Regions Financial Corp
Alabama
$4.19M +$162K +816 +4%
SC
357
Swan Capital
Florida
$4.16M -$1.02M -5,170 -20%
CCM
358
Coldstream Capital Management
Washington
$4.16M -$579K -2,922 -12%
EWM
359
Evergreen Wealth Management
Michigan
$4.15M +$140K +708 +4%
RLWM
360
RF&L Wealth Management
Massachusetts
$4.14M +$57.7K +291 +1%
CPA
361
Cathy Pareto & Associates
Florida
$4.12M +$4.12M +20,799 New
BNP Paribas Financial Markets
362
BNP Paribas Financial Markets
France
$4.1M -$1.39M -7,008 -25%
BCM
363
Brookstone Capital Management
Illinois
$4.1M +$916K +4,623 +29%
ACM
364
Advisors Capital Management
New Jersey
$4.09M +$60.1K +303 +1%
SFO
365
Stokes Family Office
Louisiana
$4.08M – – –
BAM
366
Beaumont Asset Management
Texas
$4.03M -$52.5K -265 -1%
KDA
367
Kraft Davis & Associates
Missouri
$4.02M +$255K +1,268 +7%
CW
368
CreativeOne Wealth
Kansas
$4.01M +$210K +1,058 +6%
IC
369
IEQ Capital
California
$4M +$2.28M +11,501 +132%
VFA
370
Valeo Financial Advisors
Indiana
$3.99M -$204K -1,386 -5%
FA
371
FDx Advisors
Illinois
$3.93M -$294K -1,486 -7%
RWM
372
Rialto Wealth Management
New York
$3.89M +$3.89M +19,641 New
IFA
373
Index Fund Advisors
California
$3.87M +$2.38K +12 +0.1%
TWM
374
TriaGen Wealth Management
California
$3.86M +$35.1K +177 +0.9%
MWA
375
Martel Wealth Advisors
Washington
$3.82M -$142K -719 -4%
13 14
15
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