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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 %
SF
101
Safeguard Financial
Wisconsin
$25M 126,255 +8,289 +7%
BWM
102
Brickley Wealth Management
California
$24.5M 123,491 +5,941 +5%
OWA
103
Opal Wealth Advisors
New York
$24.4M 123,008 +1,620 +1%
PAG
104
Private Advisor Group
New Jersey
$24.2M 122,016 +4,673 +4%
PPW
105
Pasadena Private Wealth
California
$23.4M 117,846 +331 +0.3%
EWM
106
Empirical Wealth Management
Washington
$23M 115,912 -3,149 -3%
KIM
107
Kestra Investment Management
Texas
$22.9M 115,407 +29,746 +35%
AI
108
Atria Investments
North Carolina
$22.6M 114,018 +2,801 +3%
AWAG
109
ARS Wealth Advisors Group
Florida
$21.4M 107,809 +1,649 +2%
KAS
110
Kestra Advisory Services
Texas
$21.3M 107,360 -3,497 -3%
GFWA
111
Grey Fox Wealth Advisors
Delaware
$20.8M 104,799 +2,234 +2%
SIM
112
Studio Investment Management
Illinois
$20.2M 102,045 -1,901 -2%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$20.2M 101,962 -10,923 -10%
SWM
114
Shakespeare Wealth Management
Wisconsin
$19.9M 100,613 -2,846 -3%
RFS
115
Retirement Financial Solutions
Tennessee
$19.4M 97,990 +130 +0.1%
SP
116
Symmetry Partners
Connecticut
$19.4M 97,881 +2,049 +2%
TWP
117
Total Wealth Planning
Ohio
$19.2M 97,002 -1,295 -1%
AWM
118
Avior Wealth Management
Nebraska
$19.1M 96,344 +22,512 +30%
AWA
119
Aaron Wealth Advisors
Illinois
$19.1M 96,128 +8,633 +10%
BPA
120
Beacon Pointe Advisors
California
$18.8M 94,638 -1,744 -2%
PIFP
121
Partners in Financial Planning
Virginia
$18.6M 93,677 +979 +1%
PP
122
PDS Planning
Ohio
$18.3M 92,416 -3,828 -4%
GFA
123
Gallagher Fiduciary Advisors
Illinois
$17.7M 89,366 -12,462 -12%
AW
124
Avion Wealth
Texas
$17.2M 86,829 -2,938 -3%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$17.2M 86,584 +10,949 +14%
3 4
5
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