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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
Koshinski Asset Management
Illinois
$8.38B
2
AL
Aspiriant LLC
California
$243M
3
AssetMark Inc
AssetMark Inc
California
$792M
4
Wells Fargo
Wells Fargo
California
$353M
5
SFA
Sequoia Financial Advisors
Ohio
$35.9M

Top Sellers

1
EFS
Essex Financial Services
Connecticut
$3.44M
2
LNC
Lincoln National Corp
Pennsylvania
$0
3
MG
Mather Group
Illinois
$170M
4
Betterment LLC
Betterment LLC
New York
$703M
5
WIA
World Investment Advisors
California
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
426
Echo45 Advisors
California
$3.18M +$256K +1,285 +9%
EPW
427
Evergreen Private Wealth
Colorado
$3.17M -$8.32K -42 -0.3%
FWM
428
Forza Wealth Management
Florida
$3.16M – – –
WP
429
WealthShield Partners
North Carolina
$3.16M -$322K -1,624 -9%
FLPIM
430
F.L. Putnam Investment Management
Massachusetts
$3.16M -$59.1K -298 -2%
CFSG
431
Community Financial Services Group
Vermont
$3.14M -$566K -2,854 -15%
BWP
432
Baldwin Wealth Partners
Massachusetts
$3.13M +$5.35K +27 +0.2%
AFTS
433
American Financial & Tax Strategies
New York
$3.12M -$5.15K -26 -0.2%
MCWS
434
McKinley Carter Wealth Services
West Virginia
$3.12M -$33.1K -167 -1%
AFG
435
Atomi Financial Group
New York
$3.11M +$2.13M +10,773 +218%
BWM
436
Brown Wealth Management
Illinois
$3.08M +$80.5K +406 +3%
NWM
437
Northwest Wealth Management
Iowa
$3.07M -$234K -1,180 -7%
Financial Engines Advisors
438
Financial Engines Advisors
California
$3.02M +$734K +3,703 +32%
GWM
439
Geneos Wealth Management
Colorado
$3.01M +$39.6K +200 +1%
PFA
440
Pathway Financial Advisors
Vermont
$3M +$15.7K +79 +0.5%
AF
441
Advisornet Financial
Minnesota
$3M -$3.96K -20 -0.1%
CTC
442
Central Trust Company
Missouri
$3M +$91.4K +461 +3%
HNB
443
Hilltop National Bank
Wyoming
$2.99M +$697K +3,518 +30%
WTFG
444
Wells Trecaso Financial Group
Ohio
$2.99M +$45K +227 +2%
DWM
445
Diversify Wealth Management
Utah
$2.99M +$17.2K +88 +0.6%
AIM
446
Access Investment Management
Georgia
$2.97M – – –
FFM
447
Forum Financial Management
Illinois
$2.96M +$121K +609 +4%
RGC
448
Roberts, Glore & Co
Illinois
$2.95M +$493K +2,486 +20%
LIA
449
LS Investment Advisors
Michigan
$2.94M +$3.37K +17 +0.1%
IC
450
Innealta Capital
Texas
$2.93M -$3.5M -17,657 -54%
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