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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 %
MOS
476
MGO One Seven
Ohio
$2.77M +$69.4K +350 +3%
TF
477
TME Financial
California
$2.76M +$2.76M +13,765 New
LW
478
Linscomb Wealth
Texas
$2.76M -$22.4K -113 -0.8%
NRI
479
NFP Retirement Inc
California
$2.75M +$140K +708 +5%
MFG
480
Magnus Financial Group
New York
$2.75M +$645K +3,256 +31%
HNB
481
Huntington National Bank
Ohio
$2.73M -$1.79M – –
PFS
482
Prospera Financial Services
Texas
$2.73M +$65K +327 +2%
AWM
483
Arista Wealth Management
Nevada
$2.71M +$595 +3 +0%
BWA
484
BlueSky Wealth Advisors
North Carolina
$2.7M -$198 -1 -0%
SB
485
Simmons Bank
Arkansas
$2.7M -$54.9K -277 -2%
FFL
486
Financial Freedom LLC
Ohio
$2.7M +$15.9K +80 +0.6%
FAIM
487
Financial Advocates Investment Management
Washington
$2.7M +$188K +949 +7%
PFA
488
Pillar Financial Advisors
Kentucky
$2.69M +$2.69M +13,568 New
FDCDDQ
489
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.66M -$25.4K -128 -0.9%
SCG
490
Sonata Capital Group
Washington
$2.65M +$32.7K +165 +1%
CF
491
Corrigan Financial
Rhode Island
$2.6M +$7.33K +37 +0.3%
ANTB
492
AMG National Trust Bank
Colorado
$2.58M -$73.1K -370 -3%
CWA
493
CJM Wealth Advisers
Virginia
$2.58M -$146K -735 -5%
OSAM
494
O'Shaughnessy Asset Management
Connecticut
$2.57M -$62.4K -315 -2%
JWCA
495
J.W. Cole Advisors
Florida
$2.56M +$34.3K +173 +1%
SI
496
Seeds Investor
New York
$2.55M +$47.4K +239 +2%
OFG
497
Opulen Financial Group
Virginia
$2.55M +$2.55M +12,872 New
WA
498
WP Advisors
California
$2.55M +$13.7K +69 +0.5%
AG
499
Ascent Group
Virginia
$2.53M -$92.6K -467 -4%
LIM
500
Leavell Investment Management
Alabama
$2.52M +$43K +217 +2%
18 19
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