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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,573 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, 455 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+153
Holders Change %
+10.77%
% of All Funds
20.94%
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
455
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
+$1.7B
2
AL
Aspiriant LLC
California
+$71.9M
3
AssetMark Inc
AssetMark Inc
California
+$35.8M
4
Wells Fargo
Wells Fargo
California
+$34.4M
5
SFA
Sequoia Financial Advisors
Ohio
+$33.7M

Top Sellers

1
EFS
Essex Financial Services
Connecticut
-$239M
2
LNC
Lincoln National Corp
Pennsylvania
-$41.6M
3
MG
Mather Group
Illinois
-$40.2M
4
Betterment LLC
Betterment LLC
New York
-$29.9M
5
WIA
World Investment Advisors
California
-$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
826
Kovack Advisors
Florida
$802K +$5.95K +30 +0.7%
HWM
827
Hemington Wealth Management
Virginia
$800K – – –
GGS
828
Galvin Gaustad & Stein
Arizona
$799K -$102K -514 -11%
ACM
829
Armbruster Capital Management
New York
$786K +$9.71K +49 +1%
EWM
830
Evermay Wealth Management
Virginia
$786K -$570K -2,875 -42%
DWT
831
Dorsey & Whitney Trust
South Dakota
$784K -$113K -570 -13%
EFG
832
Embree Financial Group
Illinois
$779K +$198 +1 +0%
AMM
833
American Money Management
California
$778K -$14.5K -73 -2%
CPP
834
Capasso Planning Partners
South Carolina
$778K -$340K -1,718 -30%
CTA
835
Chesley Taft & Associates
Illinois
$778K – – –
SWA
836
Sightline Wealth Advisors
Connecticut
$774K +$1.19K +6 +0.2%
AIM
837
Anchor Investment Management
South Carolina
$774K +$11.9K +60 +2%
CWC
838
Carolinas Wealth Consulting
North Carolina
$767K +$3.37K +17 +0.4%
GWS
839
Glassman Wealth Services
Virginia
$759K +$212K +1,069 +39%
CIA
840
Capital Investment Advisors
Georgia
$758K +$444K +2,243 +142%
BWA
841
Bestgate Wealth Advisors
Maryland
$756K +$756K +3,814 New
SCA
842
Snowden Capital Advisors
New York
$748K +$20.4K +103 +3%
AWP
843
Accretive Wealth Partners
New Jersey
$745K -$1.39K -7 -0.2%
CJ
844
Caitlin John
Michigan
$745K – – –
QFA
845
Quantum Financial Advisors
California
$744K – – –
GC
846
Grimes & Company
Massachusetts
$743K +$9.12K +46 +1%
TC
847
TAP Consulting
Missouri
$743K +$6.34K +32 +0.9%
LSPW
848
Lake Street Private Wealth
Illinois
$739K +$3.37K +17 +0.5%
GFL
849
Granite FO LLC
New Hampshire
$736K – – –
JSL
850
JT Stratford LLC
Georgia
$736K +$33.7K +170 +5%
32 33
34
35 36