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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 %
AAS
1326
Annex Advisory Services
Wisconsin
$205K +$205K +1,035 New
M
1327
MATAURO
New York
$204K +$204K +1,031 New
MPM
1328
Meritage Portfolio Management
Kansas
$204K +$204K +1,031 New
ET
1329
Equitable Trust
Tennessee
$204K +$204K +1,030 New
OHIS
1330
Oak Harvest Investment Services
Texas
$202K +$202K +1,019 New
RFN
1331
RDA Financial Network
Iowa
$202K -$16.4K -83 -8%
CG
1332
CFO4Life Group
Texas
$201K +$201K +1,013 New
NG
1333
Northstar Group
New York
$201K +$595 +3 +0.3%
GAM
1334
Griffin Asset Management
New York
$200K +$1.19K +6 +0.6%
SIM
1335
Synergy Investment Management
Florida
$199K +$199K +1,005 New
TCPG
1336
Trivant Custom Portfolio Group
California
$198K – – –
ATC
1337
Advantage Trust Company
Kansas
$198K – – –
CB
1338
Community Bank
New York
$198K – – –
RIL
1339
Rothschild Investment LLC
Illinois
$191K – – –
BBHC
1340
Brown Brothers Harriman & Co
New York
$190K – – –
MIM
1341
Marshall Investment Management
Colorado
$183K +$183K +912 New
WA
1342
Whipplewood Advisors
Colorado
$181K +$181K +914 New
SSB
1343
Sandy Spring Bank
Maryland
$181K +$10.7K +54 +6%
SO
1344
Sierra Ocean
California
$180K +$180K +906 New
NRC
1345
New Republic Capital
North Carolina
$178K – – –
KSB
1346
Kennebec Savings Bank
Maine
$177K – – –
BFS
1347
Bare Financial Services
Pennsylvania
$173K – – –
LCM
1348
Logan Capital Management
Pennsylvania
$172K – – –
SWA
1349
Serenus Wealth Advisors
California
$170K +$170K +19,899 New
MSWM
1350
Mowery & Schoenfeld Wealth Management
Illinois
$167K – – –
52 53
54
55 56