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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 %
CA
376
Clearstead Advisors
Ohio
$3.82M +$245K +1,236 +7%
FYW
377
Future You Wealth
New York
$3.77M +$3.77M +19,030 New
Citigroup
378
Citigroup
New York
$3.76M -$838K -4,228 -18%
OO
379
Obsido Oy
$3.76M +$3.76M +18,954 New
NFC
380
Northeast Financial Consultants
Connecticut
$3.76M – – –
SC
381
Scotia Capital
Ontario, Canada
$3.73M +$99.9K +504 +3%
SWRP
382
Summit Wealth & Retirement Planning
California
$3.73M +$1.79M +9,050 +92%
BW
383
BIP Wealth
Georgia
$3.71M +$250K +1,259 +7%
IWS
384
Integrity Wealth Solutions
Colorado
$3.7M -$65.6K -331 -2%
CFA
385
Cahill Financial Advisors
Minnesota
$3.68M +$748K +3,773 +26%
CANC
386
Culbertson A N & Co
Virginia
$3.62M +$272K +1,370 +8%
UB
387
UMB Bank
Missouri
$3.59M -$54.5K -275 -1%
3IP
388
3Chopt Investment Partners
Virginia
$3.58M +$243K +1,227 +7%
PAI
389
Pittenger & Anderson Inc
Nebraska
$3.58M – – –
APP
390
Avantax Planning Partners
Iowa
$3.58M -$153K -771 -4%
WF
391
Warner Financial
Maryland
$3.56M +$227K +1,144 +7%
CWM
392
Cranbrook Wealth Management
Michigan
$3.56M -$47K -237 -1%
TAM
393
Tocqueville Asset Management
New York
$3.54M -$18.2K -92 -0.5%
SEIA
394
Signature Estate & Investment Advisors
California
$3.54M +$173K +873 +5%
TF
395
Theory Financial
Colorado
$3.54M +$70.8K +357 +2%
MBI
396
May Barnhard Investments
Maryland
$3.54M +$91.4K +461 +3%
FWP
397
FAS Wealth Partners
Kansas
$3.54M -$59.8K -302 -2%
ECM
398
Elgethun Capital Management
South Dakota
$3.53M +$201K +1,015 +6%
CA
399
CWC Advisors
Oregon
$3.53M +$42.2K +213 +1%
WPC
400
Wedmont Private Capital
Pennsylvania
$3.53M +$63.4K +325 +2%
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16
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