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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.

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
Raymond James Financial
2
Raymond James Financial
Florida
$195M
3
AL
3
Aspiriant LLC
California
$243M
4
FAC
4
Financial Advisory Corporation
Michigan
$48.8M
5
AssetMark Inc
5
AssetMark Inc
California
$792M

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 Market Value Shares Shares
Change 		Shares
Change %
EA
26
Efficient Advisors
Ohio
$109M 552,519 -27,704 -5%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$105M 528,591 +16,051 +3%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$102M 512,670 -548 -0.1%
MCCA
29
Mill Creek Capital Advisors
Pennsylvania
$97.2M 490,541 +7,212 +1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$93.9M 473,800 +7,253 +2%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$83.7M 422,177 +4,808 +1%
UCFA
32
United Capital Financial Advisors
Texas
$83.5M 421,473 -10,347 -2%
Mariner
33
Mariner
Kansas
$83.3M 420,240 +33,171 +9%
RWP
34
RWA Wealth Partners
Massachusetts
$81.5M 411,046 +33,873 +9%
MGIA
35
Moneta Group Investment Advisors
Missouri
$76.7M 387,247 +16,451 +4%
SC
36
Savant Capital
Illinois
$76.7M 386,790 -18,658 -5%
SGAM
37
Stephens Group Asset Management
Arkansas
$75.8M 382,594 +809 +0.2%
Retirement Systems of Alabama
38
Retirement Systems of Alabama
Alabama
$75.8M 382,480 – –
MWM
39
Modera Wealth Management
New Jersey
$70.2M 354,389 +38,596 +12%
RIA
40
Retirement Investment Advisors
Oklahoma
$66.4M 334,894 +9,501 +3%
PAS
41
Park Avenue Securities
New York
$65.7M 331,455 +23,957 +8%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$65.7M 331,345 +16,117 +5%
Creative Planning
43
Creative Planning
Kansas
$65M 327,946 +76,857 +31%
Goldman Sachs
44
Goldman Sachs
New York
$63.9M 322,622 -46,059 -12%
Stifel Financial
45
Stifel Financial
Missouri
$62.6M 315,942 +15,386 +5%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$62.6M 315,855 +4,117 +1%
CAM
47
Cresset Asset Management
Illinois
$58.4M 294,504 +10,390 +4%
RA
48
Rodgers & Associates
Pennsylvania
$58.2M 293,771 -5,610 -2%
MAG
49
Mokosak Advisory Group
Iowa
$57.3M 289,160 +631 +0.2%
VFP
50
Verus Financial Partners
Virginia
$57M 291,822 -837 -0.3%
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