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
ACM
1301
Advance Capital Management
Michigan
$221K +$411 +2 +0.2%
RH
1302
RFG Holdings
Texas
$221K +$229K +1,115 New
GA
1303
Greenspring Advisors
Maryland
$221K – – –
MWM
1304
Maridea Wealth Management
New York
$221K +$228K +1,113 New
WA
1305
WPG Advisers
Maryland
$220K +$228K +1,111 New
IAG
1306
Investment Advisory Group
Massachusetts
$220K -$26.7K -130 -11%
PFP
1307
Paragon Financial Partners
California
$219K +$227K +1,105 New
GEA
1308
Glen Eagle Advisors
New Jersey
$219K +$137K +668 +153%
MFS
1309
Madrona Financial Services
Washington
$219K +$1.03K +5 +0.5%
Fisher Asset Management
1310
Fisher Asset Management
Washington
$218K +$226K +1,101 New
FA
1311
FSA Advisors
Michigan
$216K -$11.3K -55 -5%
WIM
1312
Warwick Investment Management
Texas
$216K +$224K +1,090 New
LWM
1313
LJI Wealth Management
Indiana
$215K -$78K -380 -26%
JGIA
1314
Jackson Grant Investment Advisers
Connecticut
$215K +$1.23K +6 +0.6%
CIA
1315
Compass Investment Advisers
Oregon
$214K +$222K +1,080 New
WP
1316
Westmount Partners
California
$213K -$28.1K -137 -11%
LA
1317
Lifeworks Advisors
Michigan
$213K – – –
GK
1318
Graney & King
New York
$213K +$221K +1,075 New
PIN
1319
Prudent Investors Network
California
$213K – – –
IIA
1320
IPG Investment Advisors
California
$213K +$220K +1,074 New
CWP
1321
Core Wealth Partners
California
$213K – – –
SAM
1322
Satovsky Asset Management
New York
$213K -$10.9K -53 -5%
FWA
1323
FSM Wealth Advisors
Ohio
$212K +$205 +1 +0.1%
BFA
1324
Beaumont Financial Advisors
Massachusetts
$212K +$7.18K +35 +3%
PAW
1325
Plan A Wealth
Nebraska
$211K +$219K +1,065 New
51 52
53
54 55

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.