VBR icon

Vanguard Small-Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
901
Austin Wealth Management
Texas
$641K +$280K +1,366 +77%
GWS
902
Greykasell Wealth Strategies
California
$640K +$640K +3,230 New
WP
903
WMS Partners
Maryland
$635K
AWP
904
Astra Wealth Partners
New Jersey
$635K +$635K +3,204 New
NP
905
NorthRock Partners
Minnesota
$634K +$3.37K +17 +0.5%
WQ
906
Wealth Quarterback
New Jersey
$634K -$178K -896 -22%
AG
907
AlTi Global
New York
$633K +$633K +3,096 New
FHA
908
Flagship Harbor Advisors
Massachusetts
$632K +$1.59K +8 +0.3%
LA
909
Lane & Associates
New Jersey
$632K -$44.6K -217 -7%
AT
910
American Trust
Kentucky
$630K +$405K +2,041 +179%
SAM
911
Silvercrest Asset Management
New York
$629K +$184K +930 +41%
BMCM
912
Bryn Mawr Capital Management
Pennsylvania
$628K +$595 +3 +0.1%
CAG
913
Crestwood Advisors Group
Massachusetts
$627K +$51.3K +259 +9%
GC
914
Gibson Capital
Pennsylvania
$625K
FCH
915
Freestone Capital Holdings
Washington
$618K -$1.39K -7 -0.2%
WWM
916
Western Wealth Management
Colorado
$612K -$16.1K -81 -3%
WA
917
Wealthstream Advisors
New York
$611K +$1.39K +7 +0.2%
CCB
918
Country Club Bank
Missouri
$610K
SCM
919
SOL Capital Management
Maryland
$609K
RA
920
Resolute Advisors
California
$607K +$3.17K +16 +0.5%
UI
921
Unconventional Investor
New Hampshire
$605K +$3.17K +16 +0.5%
HPM
922
Hoxton Planning & Management
West Virginia
$605K -$1.39K -7 -0.2%
AF
923
Apexium Financial
Texas
$599K -$4.95K -25 -0.8%
AFA
924
Avant Financial Advisors
Texas
$598K +$598K +3,018 New
DWM
925
Dopkins Wealth Management
New York
$594K +$64.4K +325 +12%