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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 %
FFP
1276
Freedom Financial Partners
Minnesota
$230K +$230K +1,162 New
LCM
1277
Lazari Capital Management
California
$230K -$53.9K -272 -19%
MWA
1278
Midland Wealth Advisors
Illinois
$229K – – –
CGPCS
1279
Capital Group Private Client Services
California
$228K +$228K +1,153 New
IIL
1280
Insight Inv LLC
California
$227K +$44.6K +225 +25%
SMA
1281
Seven Mile Advisory
New Jersey
$225K +$5.75K +29 +3%
AIC
1282
Archer Investment Corporation
Indiana
$225K – – –
WKSWA
1283
White Knight Strategic Wealth Advisors
New Jersey
$224K +$224K +1,130 New
AWM
1284
Angeles Wealth Management
California
$224K – – –
SDWMA
1285
Schneider Downs Wealth Management Advisors
Pennsylvania
$223K -$18.6K -94 -8%
HIW
1286
Holos Integrated Wealth
Pennsylvania
$223K +$223K +1,125 New
THL
1287
Tillman Hartley LLC
Colorado
$223K +$223K +1,123 New
OFG
1288
Oxford Financial Group
Indiana
$222K +$2.58K +13 +1%
ACM
1289
Advance Capital Management
Michigan
$221K +$396 +2 +0.2%
RH
1290
RFG Holdings
Texas
$221K +$221K +1,115 New
GA
1291
Greenspring Advisors
Maryland
$221K – – –
MWM
1292
Maridea Wealth Management
New York
$221K +$221K +1,113 New
WA
1293
WPG Advisers
Maryland
$220K +$220K +1,111 New
IAG
1294
Investment Advisory Group
Massachusetts
$220K -$25.8K -130 -11%
PFP
1295
Paragon Financial Partners
California
$219K +$219K +1,105 New
GEA
1296
Glen Eagle Advisors
New Jersey
$219K +$132K +668 +153%
MFS
1297
Madrona Financial Services
Washington
$219K +$991 +5 +0.5%
Fisher Asset Management
1298
Fisher Asset Management
Washington
$218K +$218K +1,101 New
FA
1299
FSA Advisors
Michigan
$216K -$11K -55 -5%
WIM
1300
Warwick Investment Management
Texas
$216K +$216K +1,090 New
50 51
52
53 54