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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.

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
1
Koshinski Asset Management
Illinois
$8.38B
2
Raymond James Financial
2
Raymond James Financial
Florida
$195M
3
AL
3
Aspiriant LLC
California
$243M
4
FAC
4
Financial Advisory Corporation
Michigan
$48.8M
5
AssetMark Inc
5
AssetMark Inc
California
$792M

Top Sellers

1
EFS
1
Essex Financial Services
Connecticut
$3.44M
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
MG
3
Mather Group
Illinois
$170M
4
Betterment LLC
4
Betterment LLC
New York
$703M
5
WIA
5
World Investment Advisors
California
$3.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TFP
126
TrueWealth Financial Partners
Washington
$16.9M 85,321 +1,353 +2%
GT
127
Glenmede Trust
Pennsylvania
$16.7M 84,381 -492 -0.6%
CCA
128
Checchi Capital Advisers
California
$16.5M 83,036 +13,335 +19%
SPIA
129
Steward Partners Investment Advisory
New York
$16.3M 82,417 +3,434 +4%
JIC
130
Johnson Investment Counsel
Ohio
$16.2M 81,638 +2,349 +3%
Brown Advisory
131
Brown Advisory
Maryland
$15.9M 80,216 +45,193 +129%
JC
132
JBGlobal.com
New York
$15.9M 80,173 +80,173 New
NECFA
133
New England Capital Financial Advisors
Connecticut
$15.8M 79,626 -244 -0.3%
CA
134
Capital Advantage
California
$15.6M 78,867 -812 -1%
Prudential Financial
135
Prudential Financial
New Jersey
$15.5M 78,342 -25,565 -25%
PMFA
136
Plante Moran Financial Advisors
Michigan
$15.4M 77,745 -1,773 -2%
WMWM
137
Whitaker-Myers Wealth Managers
Ohio
$15.4M 77,468 +3,047 +4%
LWP
138
LMG Wealth Partners
Louisiana
$14.9M 75,176 -376 -0.5%
FC
139
Family CFO
California
$14.9M 75,001 +2,262 +3%
BCWM
140
Bartlett & Co Wealth Management
Ohio
$14.8M 74,493 -1,208 -2%
QIM
141
Quest Investment Management
Oregon
$14.7M 74,298 – –
AAS
142
Avantax Advisory Services
Texas
$14.7M 74,123 +5,699 +8%
ASN
143
Advisory Services Network
Georgia
$14.6M 73,890 +3,091 +4%
TW
144
Traveka Wealth
California
$14.5M 73,163 +4,152 +6%
BEI
145
Benjamin Edwards Inc
Missouri
$14.5M 73,097 -710 -1%
AC
146
Apella Capital
Connecticut
$14.3M 72,158 -8,063 -10%
PPP
147
Private Portfolio Partners
New Jersey
$14.2M 71,868 +845 +1%
TYCC
148
Texas Yale Capital Corp
Florida
$13.7M 69,225 +2,140 +3%
PFM
149
Phillips Financial Management
Indiana
$13.7M 69,174 -1,678 -2%
SIA
150
Strategic Investment Advisors
Michigan
$13.7M 69,098 +4,580 +7%
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