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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 %
SFA
76
Sequoia Financial Advisors
Ohio
$35.9M 181,253 +170,238 +1,546%
2L
77
25 LLC
Missouri
$35.7M 180,243 +3,367 +2%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$35.3M 178,165 -13,395 -7%
WPW
79
Waldron Private Wealth
Pennsylvania
$34.3M 172,974 +631 +0.4%
WANY
80
Wealthspire Advisors (New York)
New York
$34.1M 171,840 +18,449 +12%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$33.7M 169,914 +7,220 +4%
SWA
82
Strategies Wealth Advisors
Michigan
$33.5M 164,981 +7,677 +5%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$32M 161,624 +66,422 +70%
SA
84
Sanctuary Advisors
Indiana
$30.9M 148,957 +13,505 +10%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$30.3M 153,082 +10,223 +7%
AMG
86
Asset Management Group
Connecticut
$29.2M 147,464 +1,951 +1%
KWM
87
Kaydan Wealth Management
Michigan
$28.2M 142,408 -2,194 -2%
Comerica Bank
88
Comerica Bank
Texas
$27.9M 140,899 +11,853 +9%
CT
89
Coastline Trust
Rhode Island
$27.9M 140,799 – –
NA
90
NewEdge Advisors
Louisiana
$27.9M 140,785 -19,652 -12%
Corient Private Wealth
91
Corient Private Wealth
Florida
$27.5M 140,913 -35,848 -20%
US Bancorp
92
US Bancorp
Minnesota
$27.2M 137,332 -1,017 -0.7%
NQWM
93
Northwest Quadrant Wealth Management
Oregon
$26.5M 133,827 +3,495 +3%
FPAS
94
Focus Partners Advisor Solutions
Missouri
$26.5M 133,476 +31,049 +30%
CJH
95
Christopher J. Hasenberg
Wisconsin
$25.9M 130,774 +130,774 New
MAM
96
Marotta Asset Management
Virginia
$25.7M 130,135 -6,872 -5%
WA
97
Wealth Architects
California
$25.7M 129,566 -2,246 -2%
BIA
98
BHK Investment Advisors
Alabama
$25.4M 128,354 -595 -0.5%
ML
99
McAdam LLC
Pennsylvania
$25.4M 128,011 +5,715 +5%
SC
100
Sepio Capital
Utah
$25.3M 127,795 +3,156 +3%
2 3
4
5 6