We are live on ! Find out more
VBR icon

Vanguard Small-Cap Value ETF
VBR

1,587 hedge funds and large institutions have $26.3B invested in Vanguard Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 623 increasing their positions, 456 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

445% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $1.88M

382% more first-time investments, than exits

New positions opened: 246 | Existing positions closed: 51

47% more capital invested

Capital invested by funds: $17.9B → $26.3B (+$8.34B)

37% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 456

11% more funds holding

Funds holding: 1,426 → 1,587 (+161)

5% more funds holding in top 10

Funds holding in top 10: 114 → 120 (+6)

1.66% less ownership

Funds ownership: 59.45% → 57.79% (-1.7%)

Holders
1,587
Holders Change
+161
Holders Change %
+11.29%
% of All Funds
20.9%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
1.58%
New
246
Increased
623
Reduced
456
Closed
51
Calls
$10.3M
Puts
$1.88M
Net Calls
+$8.38M
Net Calls Change
+$3.02M

Top Buyers

Rank Fund Capital Flow
1
AL
Aspiriant LLC
California
+$74.5M
2
AssetMark Inc
AssetMark Inc
California
+$37.1M
3
Wells Fargo
Wells Fargo
California
+$35.6M
4
SFA
Sequoia Financial Advisors
Ohio
+$34.9M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$29.9M

Top Sellers

Rank Fund Capital Flow
1
EFS
Essex Financial Services
Connecticut
-$247M
2
MG
Mather Group
Illinois
-$41.7M
3
LNC
Lincoln National Corp
Pennsylvania
-$41.6M
4
Betterment LLC
Betterment LLC
New York
-$31M
5
WIA
World Investment Advisors
California
-$29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1176
Colonial Trust
South Carolina
$307K +$15.8K +77 +5%
GJWM
1177
Gilliland Jeter Wealth Management
Arkansas
$304K – – –
MPCL
1178
My Personal CFO LLC
Washington
$304K +$1.44K +7 +0.5%
AA
1179
Argent Advisors
Louisiana
$302K – – –
UPS
1180
UHLMANN PRICE SECURITIES
Illinois
$301K +$1.85K +9 +0.6%
AWM
1181
Accel Wealth Management
Iowa
$300K +$66.1K +322 +27%
RCP
1182
Rothschild Capital Partners
New York
$299K -$11.1K -54 -3%
WGCA
1183
Wolf Group Capital Advisors
Virginia
$299K – – –
BWP
1184
Barlow Wealth Partners
Kentucky
$299K – – –
SPWM
1185
Schrum Private Wealth Management
Florida
$298K -$309K -1,504 -50%
HGERS
1186
Householder Group Estate & Retirement Specialist
Arizona
$298K -$15.2K -74 -5%
SAM
1187
Summit Asset Management
Tennessee
$297K – – –
EG
1188
Ellerson Group
Maryland
$297K +$103K +500 +50%
RSWA
1189
Robinson Smith Wealth Advisors
Maine
$297K – – –
HIS
1190
Horizon Investment Services
Indiana
$297K – – –
APW
1191
Axim Planning & Wealth
Ohio
$297K +$308K +1,498 New
WCWM
1192
Willow Creek Wealth Management
California
$294K – – –
PWP
1193
Perfromance Wealth Partners
Illinois
$293K +$3.69K +18 +1%
RBC
1194
Romano Brothers & Co
Illinois
$292K – – –
HL
1195
HeadInvest LLC
Maine
$292K +$77K +375 +34%
GHAM
1196
Gilman Hill Asset Management
Connecticut
$292K – – –
SFG
1197
Snider Financial Group
Washington
$292K +$302K +1,473 New
MW
1198
Marcum Wealth
Ohio
$290K – – –
SFMG
1199
Sage Financial Management Group
Virginia
$290K – – –
VPWA
1200
Vestia Personal Wealth Advisors
Indiana
$289K +$8.83K +43 +3%
46 47
48
49 50

VBR Hedge Fund Activity: Q4 2024 in Review

1,587 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q4 2024, worth a combined $26.3B — up 47% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 246 funds opened new VBR positions and 51 closed out — a net gain of 195 holders — while 623 added to existing stakes and 456 trimmed.

The largest buyer was Aspiriant LLC, adding an estimated $74.5M. The largest seller was Essex Financial Services, cutting an estimated $247M.

  • 1,587 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q4 2024, up from 1,426 in Q3 2024.
  • Funds reported $26.3B of Vanguard Small-Cap Value ETF stock for Q4 2024, up 47% quarter-over-quarter.
  • 246 funds opened new Vanguard Small-Cap Value ETF positions in Q4 2024 and 51 closed out, a net change of +195 holders.
  • The largest Vanguard Small-Cap Value ETF buyer in Q4 2024 was Aspiriant LLC, an estimated $74.5M added.
  • The largest Vanguard Small-Cap Value ETF seller in Q4 2024 was Essex Financial Services, an estimated $247M sold.

Based on aggregated 13F filings for Q4 2024.