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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 %
IRC
1376
Investors Research Corp
Georgia
$108K – – –
FFA
1377
Founders Financial Alliance
North Carolina
$106K +$198 +1 +0.2%
OC
1378
Oarsman Capital
Wisconsin
$106K +$396 +2 +0.4%
MLA
1379
MB, Levis & Associates
Pennsylvania
$103K +$25.2K +127 +32%
CWM
1380
Centricity Wealth Management
Ohio
$102K +$102K +517 New
SFC
1381
SYM Financial Corp
Indiana
$101K +$2.18K +11 +2%
BCPWM
1382
Bradley & Co Private Wealth Management
Florida
$100K +$100K +506 New
S
1383
Sachetta
Massachusetts
$99.7K -$198 -1 -0.2%
FC
1384
Fairscale Capital
New Hampshire
$99.5K – – –
PCWA
1385
Pacific Capital Wealth Advisors
California
$98.5K – – –
VNA
1386
Valley National Advisers
Pennsylvania
$97K +$198 +1 +0.2%
FCAS
1387
First Command Advisory Services
Texas
$94.7K -$13.9K -70 -13%
Fuller & Thaler Asset Management
1388
Fuller & Thaler Asset Management
California
$94.6K +$68.6K +346 +264%
GI
1389
GAMMA Investing
California
$93.7K +$93.7K +473 New
OSNBOA
1390
Old Second National Bank of Aurora
Illinois
$92.6K – – –
AG
1391
AmeriFlex Group
Nevada
$89.1K +$89.1K +434 New
HFS
1392
Horizon Financial Services
North Carolina
$89K – – –
TLA
1393
Tanglewood Legacy Advisors
Texas
$85.8K +$85.8K +433 New
GWP
1394
Gen-Wealth Partners
Michigan
$85.5K +$198 +1 +0.2%
DFA
1395
DHJJ Financial Advisors
Illinois
$85K -$2.58K -13 -3%
TH
1396
TCTC Holdings
Texas
$83.7K – – –
FA
1397
Fedenia Advisers
Wisconsin
$83.2K +$83.2K +420 New
CWM
1398
Crowley Wealth Management
Delaware
$80.1K +$80.1K +404 New
MJRIC
1399
Mogy Joel R Investment Counsel
California
$79.3K – – –
MFC
1400
Mechanics Financial Corp
Ohio
$79.3K +$79.3K +400 New
54 55
56
57 58