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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 %
ETS
1526
ESL Trust Services
New York
$8.13K 41 -39 -49%
CBT
1527
Crews Bank & Trust
Florida
$7.93K 40 +40 New
PPWM
1528
PFG Private Wealth Management
Florida
$7.75K 39 – –
SC
1529
Steph & Co
Wisconsin
$7.33K 37 – –
SWC
1530
Spectrum Wealth Counsel
Indiana
$7.33K 37 +37 New
CWP
1531
Concord Wealth Partners
Virginia
$7.14K 36 – –
NWM
1532
Navigoe Wealth Management
California
$7K 37 +37 New
CCM
1533
Chilton Capital Management
Texas
$6.94K 35 +35 New
FFC
1534
First Financial Corp
Indiana
$6.94K 35 – –
SFG
1535
Stonebridge Financial Group
Pennsylvania
$6.94K 35 +35 New
PFA
1536
Pathway Financial Advisers
Indiana
$6.83K 35 +1 +3%
DF
1537
DecisionPoint Financial
Arizona
$6.74K 34 -32 -48%
GA
1538
GoalVest Advisory
New York
$6.74K 34 +34 New
MAS
1539
MPWM Advisory Solutions
Georgia
$6.74K 34 +34 New
RMP
1540
Richards, Merrill & Peterson
Washington
$6.34K 32 +32 New
KPP
1541
Kings Path Partners
Texas
$5.95K 30 – –
WWA
1542
Wingate Wealth Advisors
Massachusetts
$5.55K 28 +28 New
RJA
1543
Ross\Johnson & Associates
Minnesota
$5.43K 27 +27 New
TAM
1544
Tucker Asset Management
Colorado
$5.35K 27 -2 -7%
GPFA
1545
Game Plan Financial Advisors
Ohio
$5.12K 26 – –
NWWA
1546
New Wave Wealth Advisors
Arkansas
$3.96K 20 +20 New
WAS
1547
Winch Advisory Services
Wisconsin
$3.96K 20 +20 New
PWMG
1548
Prestige Wealth Management Group
New Jersey
$3.77K 19 – –
FIM
1549
FWL Investment Management
Texas
$3.57K 18 -48 -73%
KHC
1550
Koesten Hirschmann & Crabtree
Kansas
$3.5K 18 +3 +20%
60 61
62
63 64