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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.

New
Increased
Maintained
Reduced
Closed
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
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 %
NWAG
1251
Net Worth Advisory Group
Utah
$244K +$3.96K +20 +2%
NEWAS
1252
N.E.W. Advisory Services
Wisconsin
$243K +$2.58K +13 +1%
PPC
1253
Park Place Capital
Alabama
$243K +$198 +1 +0.1%
NI
1254
NDVR Inc
Massachusetts
$241K – – –
PAIM
1255
Punch & Associates Investment Management
Minnesota
$240K -$14.1K -71 -6%
RCAG
1256
Rehmann Capital Advisory Group
Michigan
$239K -$30.5K -154 -11%
GAA
1257
Global Assets Advisory
Florida
$239K -$2.17K -11 -0.9%
AP
1258
Adero Partners
California
$239K -$991 -5 -0.4%
LRPA
1259
L. Roy Papp & Associates
Arizona
$238K +$1.19K +6 +0.5%
SHF
1260
Stage Harbor Financial
Massachusetts
$238K +$238K +1,200 New
VBWMG
1261
Von Berge Wealth Management Group
California
$238K +$621 +3 +0.3%
PA
1262
Paragon Advisors
Texas
$237K +$3.57K +18 +2%
WAG
1263
Winthrop Advisory Group
Massachusetts
$235K -$1.19K -6 -0.5%
WPW
1264
Watershed Private Wealth
Illinois
$235K +$1.39K +7 +0.6%
XPN
1265
XY Planning Network
Montana
$235K +$235K +1,185 New
GWANC
1266
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K -$45.2K -228 -16%
SBIA
1267
Sheaff Brock Investment Advisors
Indiana
$234K -$69.2K -349 -23%
SWM
1268
SilverOak Wealth Management
Minnesota
$234K – – –
IDA
1269
Intelligence Driven Advisers
California
$234K +$1.19K +6 +0.5%
BCA
1270
Bay Capital Advisors
Virginia
$234K +$234K +1,179 New
ALWM
1271
Andrews Lucia Wealth Management
California
$233K +$1.21K +6 +0.5%
PTP
1272
Platform Technology Partners
New York
$232K +$232K +1,172 New
LGWM
1273
Litman Gregory Wealth Management
California
$232K – – –
SFS
1274
Strategic Financial Services
New York
$231K – – –
SCA
1275
Sage Capital Advisors
South Dakota
$231K +$1.39K +7 +0.6%
49 50
51
52 53