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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 %
NC
1551
NewSquare Capital
Pennsylvania
$3.17K 16 – –
GTAM
1552
Global Trust Asset Management
Florida
$2.65K 13 – –
CPBTD
1553
Central Pacific Bank - Trust Division
Hawaii
$2.58K 13 – –
TCG
1554
Transcendent Capital Group
Oklahoma
$2.38K 12 – –
RFA
1555
Register Financial Advisors
Georgia
$2.38K 12 – –
ATS
1556
Ashton Thomas Securities
New York
$2.38K 12 – –
CMP
1557
Coston McIsaac & Partners
Maine
$2K 15 – –
FP
1558
Financial Perspectives
Minnesota
$1.78K 9 – –
IBOK
1559
Independence Bank of Kentucky
Kentucky
$1.78K 9 – –
WIM
1560
Westside Investment Management
California
$1.78K 9 +9 New
DWM
1561
Darwin Wealth Management
Florida
$1.78K 9 – –
CTB
1562
Country Trust Bank
Illinois
$1.59K 8 +8 New
PMIM
1563
Prudent Man Investment Management
Colorado
$1.39K 7 +7 New
LFA
1564
Legend Financial Advisors
Pennsylvania
$1.39K 7 +7 New
NWM
1565
Nova Wealth Management
Florida
$1.2K 6 +6 New
MWM
1566
Mascoma Wealth Management
New Hampshire
$1.19K 6 +6 New
GCM
1567
Gables Capital Management
Florida
$991 5 – –
HFS
1568
Hopwood Financial Services
Virginia
$991 5 +5 New
OP
1569
ORG Partners
Indiana
$990 5 – –
SAS
1570
Spurstone Advisory Services
Connecticut
$594 3 +3 New
FWM
1571
FLP Wealth Management
Arkansas
$407 2 +2 New
TCM
1572
Tradewinds Capital Management
Washington
$199 1 – –
LNC
1573
Lincoln National Corp
Pennsylvania
– – -207,389 Closed
FFO
1574
Fiduciary Family Office
Florida
– – -17,347 Closed
SFS
1575
Sowell Financial Services
Arkansas
– – -16,403 Closed
61 62
63
64 65