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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 %
IA
451
IFG Advisory
Georgia
$2.9M -$88.4K -446 -3%
SOS
452
Silver Oak Securities
Tennessee
$2.89M -$190K -963 -6%
ABC
453
Associated Banc-Corp
Wisconsin
$2.88M +$84.4K +426 +3%
OPTFSNA
454
Old Point Trust & Financial Services N A
Virginia
$2.86M +$2.86M +14,437 New
DPI
455
Diversified Portfolios Inc
Michigan
$2.85M +$249K +1,258 +10%
CPA
456
Capital Performance Advisors
California
$2.84M +$49.9K +252 +2%
Susquehanna International Group
457
Susquehanna International Group
Pennsylvania
$2.84M +$1.47M +7,434 +108%
WA
458
Waverly Advisors
Alabama
$2.82M +$201K +1,014 +8%
RA
459
Riversedge Advisors
Delaware
$2.82M +$285K +1,439 +11%
RCM
460
RMR Capital Management
California
$2.82M -$25.2K -127 -0.9%
FAN
461
Financial Advisors Network
California
$2.81M +$2.81M +14,179 New
RPSA
462
Richard P. Slaughter Associates
Texas
$2.81M +$194K +980 +7%
CFAM
463
Center For Asset Management
Florida
$2.8M +$148K +747 +6%
SW
464
SlateStone Wealth
Florida
$2.8M -$3.17K -16 -0.1%
EA
465
Eclectic Associates
California
$2.79M -$83K -419 -3%
BGWM
466
Bridge Generations Wealth Management
Florida
$2.79M +$2.79M +14,060 New
VF
467
Vawter Financial
Ohio
$2.79M -$7.33K -37 -0.3%
ST
468
Sageworth Trust
Pennsylvania
$2.79M – – –
MCA
469
MSH Capital Advisors
Arizona
$2.78M +$59.5K +300 +2%
RC
470
Roundview Capital
New Jersey
$2.78M -$116K -585 -4%
AIA
471
Ally Invest Advisors
North Carolina
$2.78M +$427K +2,157 +18%
ORC
472
O'Rourke & Company
Massachusetts
$2.78M +$120K +608 +5%
VAM
473
Verity Asset Management
North Carolina
$2.78M -$2.81M -14,603 -50%
NF
474
Nikulski Financial
Iowa
$2.77M +$31.1K +157 +1%
NSIM
475
North Star Investment Management
Illinois
$2.77M +$71.1K +359 +3%
17 18
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