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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,572 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, 454 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,572
Holders Change
+153
Holders Change %
+10.78%
% of All Funds
20.93%
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
454
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
$8.38B
2
AL
Aspiriant LLC
California
$243M
3
AssetMark Inc
AssetMark Inc
California
$792M
4
Wells Fargo
Wells Fargo
California
$353M
5
SFA
Sequoia Financial Advisors
Ohio
$35.9M

Top Sellers

1
EFS
Essex Financial Services
Connecticut
$3.44M
2
LNC
Lincoln National Corp
Pennsylvania
$0
3
MG
Mather Group
Illinois
$170M
4
Betterment LLC
Betterment LLC
New York
$703M
5
WIA
World Investment Advisors
California
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1201
Columbia Asset Management
Michigan
$279K – – –
TFM
1202
TFC Financial Management
Massachusetts
$277K +$396 +2 +0.1%
AWM
1203
Ameliora Wealth Management
Switzerland
$277K – – –
AFS
1204
Anderson Financial Strategies
Ohio
$277K +$277K +1,400 New
CAM
1205
Creekmur Asset Management
Illinois
$277K +$1.19K +6 +0.4%
HAS
1206
Holland Advisory Services
Florida
$277K +$1.59K +8 +0.6%
FWM
1207
Fonville Wealth Management
Virginia
$275K +$198 +1 +0.1%
SAI
1208
Savvy Advisors Inc
New York
$275K +$20.6K +104 +8%
IIA
1209
Integral Investment Advisors
California
$275K -$9.91K -50 -3%
WHCI
1210
W.H. Cornerstone Investments
Massachusetts
$274K +$1.59K +8 +0.6%
LA
1211
LexAurum Advisors
Kansas
$274K +$274K +1,380 New
TA
1212
TruWealth Advisors
Louisiana
$273K +$198 +1 +0.1%
HWMC
1213
Heritage Wealth Management (California)
California
$273K +$273K +1,376 New
BCM
1214
BluePointe Capital Management
California
$270K -$2.58K -13 -0.9%
WFA
1215
Wells Financial Advisors
Massachusetts
$268K -$5.94K -30 -2%
RWA
1216
River Wealth Advisors
Pennsylvania
$268K -$21.6K -109 -7%
BFG
1217
Berger Financial Group
Minnesota
$266K +$266K +1,343 New
DWP
1218
Destiny Wealth Partners
Florida
$266K +$29.9K +151 +13%
FFA
1219
First Foundation Advisors
California
$264K – – –
TA
1220
TPG Advisors
Illinois
$262K – – –
RF
1221
RHS Financial
California
$261K -$21.4K -108 -8%
CA
1222
Claris Advisors
Missouri
$261K – – –
CCIA
1223
Cherry Creek Investment Advisors
Colorado
$260K +$1.39K +7 +0.5%
FWMP
1224
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$260K +$260K +1,312 New
PCM
1225
Passive Capital Management
Maryland
$260K – – –
47 48
49
50 51