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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 %
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$56.1M 283,002 -19,444 -6%
MIAS
52
Mason Investment Advisory Services
Virginia
$56M 282,609 +330 +0.1%
JFG
53
JMG Financial Group
Illinois
$55.8M 281,596 -2,339 -0.8%
Charles Schwab
54
Charles Schwab
California
$55.4M 279,457 -16,473 -6%
BFA
55
Bragg Financial Advisors
North Carolina
$55M 277,583 +794 +0.3%
MML Investors Services
56
MML Investors Services
Massachusetts
$52.6M 265,372 +34,773 +15%
EWA
57
Exencial Wealth Advisors
Oklahoma
$52.5M 265,115 -12,777 -5%
Cerity Partners
58
Cerity Partners
New York
$50.8M 256,293 -2,326 -0.9%
CFFP
59
Center for Financial Planning
Michigan
$49M 247,394 -577 -0.2%
FAC
60
Financial Advisory Corporation
Michigan
$48.8M 246,091 +246,091 New
ZF
61
Zhang Financial
Michigan
$48.1M 242,628 -316 -0.1%
TSW
62
Thompson Siegel & Walmsley
Virginia
$47.2M 238,249 +1,810 +0.8%
B
63
Bailard
California
$46.9M 236,518 -4,974 -2%
IWA
64
Inspirion Wealth Advisors
Illinois
$45.9M 231,145 +6,783 +3%
Truist Financial
65
Truist Financial
North Carolina
$45.7M 230,684 +5,141 +2%
SI
66
Stephens Inc
Arkansas
$45.5M 229,703 -4,719 -2%
APG
67
Abacus Planning Group
South Carolina
$44.1M 222,350 +5,293 +2%
FG
68
Foster Group
Iowa
$41.6M 209,709 -12,625 -6%
UOMF
69
University of Maryland Foundation
Maryland
$41.3M 208,177 +94,607 +83%
EH
70
Equitable Holdings
New York
$40.8M 205,987 +1,461 +0.7%
MWM
71
Merriman Wealth Management
Washington
$40.7M 205,133 -7,674 -4%
SF
72
Summit Financial
New Jersey
$39.1M 197,507 +15,203 +8%
CFM
73
Comprehensive Financial Management
California
$36.5M 184,376 -140,000 -43%
SFP
74
Shepherd Financial Partners
Massachusetts
$36.3M 183,032 +954 +0.5%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$35.9M 181,389 +16,397 +10%
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