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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 %
LWM
1301
LJI Wealth Management
Indiana
$215K -$75.3K -380 -26%
JGIA
1302
Jackson Grant Investment Advisers
Connecticut
$215K +$1.19K +6 +0.6%
CIA
1303
Compass Investment Advisers
Oregon
$214K +$214K +1,080 New
WP
1304
Westmount Partners
California
$213K -$27.2K -137 -11%
LA
1305
Lifeworks Advisors
Michigan
$213K – – –
GK
1306
Graney & King
New York
$213K +$213K +1,075 New
PIN
1307
Prudent Investors Network
California
$213K – – –
IIA
1308
IPG Investment Advisors
California
$213K +$213K +1,074 New
CWP
1309
Core Wealth Partners
California
$213K – – –
SAM
1310
Satovsky Asset Management
New York
$213K -$10.5K -53 -5%
FWA
1311
FSM Wealth Advisors
Ohio
$212K +$204 +1 +0.1%
BFA
1312
Beaumont Financial Advisors
Massachusetts
$212K +$6.94K +35 +3%
CCP
1313
Carmel Capital Partners
California
$211K – – –
CAM
1314
Clark Asset Management
New Hampshire
$210K +$210K +1,061 New
BFG
1315
Baron Financial Group
New Jersey
$210K +$210K +1,061 New
FPB
1316
First PREMIER Bank
South Dakota
$210K +$29.7K +150 +16%
RPWA
1317
Regent Peak Wealth Advisors
Georgia
$209K – – –
BWS
1318
BCR Wealth Strategies
Alabama
$209K +$209K +1,056 New
PIA
1319
Pinion Investment Advisors
Kansas
$209K -$5.35K -27 -3%
GGV
1320
GG Group Ventures
Florida
$209K -$4.96K -25 -2%
OFG
1321
Omega Financial Group
California
$208K +$991 +5 +0.5%
CCA
1322
Cobblestone Capital Advisors
New York
$207K – – –
GWM
1323
Gray Wealth Management
Maine
$206K +$7.53K +38 +4%
TPA
1324
Trivium Point Advisory
Connecticut
$205K -$21.2K -107 -9%
IAG
1325
Ipsen Advisor Group
Arkansas
$205K +$205K +1,036 New
51 52
53
54 55