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Vanguard Small-Cap Value ETF
VBR

1,587 hedge funds and large institutions have $26.3B invested in Vanguard Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 623 increasing their positions, 456 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

445% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $1.88M

382% more first-time investments, than exits

New positions opened: 246 | Existing positions closed: 51

47% more capital invested

Capital invested by funds: $17.9B → $26.3B (+$8.34B)

37% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 456

11% more funds holding

Funds holding: 1,426 → 1,587 (+161)

5% more funds holding in top 10

Funds holding in top 10: 114 → 120 (+6)

1.66% less ownership

Funds ownership: 59.45% → 57.79% (-1.7%)

Holders
1,587
Holders Change
+161
Holders Change %
+11.29%
% of All Funds
20.9%
Holding in Top 10
120
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.26%
% of All Funds
1.58%
New
246
Increased
623
Reduced
456
Closed
51
Calls
$10.3M
Puts
$1.88M
Net Calls
+$8.38M
Net Calls Change
+$3.02M

Top Buyers

Rank Fund Capital Flow
1
AL
Aspiriant LLC
California
+$74.5M
2
AssetMark Inc
AssetMark Inc
California
+$37.1M
3
Wells Fargo
Wells Fargo
California
+$35.6M
4
SFA
Sequoia Financial Advisors
Ohio
+$34.9M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$29.9M

Top Sellers

Rank Fund Capital Flow
1
EFS
Essex Financial Services
Connecticut
-$247M
2
MG
Mather Group
Illinois
-$41.7M
3
LNC
Lincoln National Corp
Pennsylvania
-$41.6M
4
Betterment LLC
Betterment LLC
New York
-$31M
5
WIA
World Investment Advisors
California
-$29M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1576
Darwin Wealth Management
Florida
$1.78K – – –
CTB
1577
Country Trust Bank
Illinois
$1.58K +$1.64K +8 New
PMIM
1578
Prudent Man Investment Management
Colorado
$1.39K +$1.44K +7 New
LFA
1579
Legend Financial Advisors
Pennsylvania
$1.39K +$1.44K +7 New
NWM
1580
Nova Wealth Management
Florida
$1.2K +$1.23K +6 New
MWM
1581
Mascoma Wealth Management
New Hampshire
$1.19K +$1.23K +6 New
GCM
1582
Gables Capital Management
Florida
$991 – – –
HFS
1583
Hopwood Financial Services
Virginia
$991 +$1.03K +5 New
OP
1584
ORG Partners
Indiana
$990 – – –
CWP
1585
Clark Wealth Partners
Illinois
$793 +$821 +4 New
SAS
1586
Spurstone Advisory Services
Connecticut
$594 +$616 +3 New
FWM
1587
FLP Wealth Management
Arkansas
$407 +$411 +2 New
TCM
1588
Tradewinds Capital Management
Washington
$199 – – –
LNC
1589
Lincoln National Corp
Pennsylvania
– -$41.6M -207,389 Closed
FFO
1590
Fiduciary Family Office
Florida
– -$3.48M -17,347 Closed
SFS
1591
Sowell Financial Services
Arkansas
– -$3.29M -16,403 Closed
FTUS
1592
Flow Traders U.S.
New York
– -$2.43M -12,109 Closed
CC
1593
Cypress Capital
Tennessee
– -$2.25M -11,193 Closed
CSPIA
1594
Cary Street Partners Investment Advisory
Virginia
– -$2.16M -10,765 Closed
Tudor Investment Corp
1595
Tudor Investment Corp
Connecticut
– -$1.32M -6,575 Closed
EWA
1596
Evolution Wealth Advisors
Florida
– -$1.2M -5,975 Closed
DAS
1597
Dynamic Advisor Solutions
Arizona
– -$1.19M -5,918 Closed
MFA
1598
McClarren Financial Advisors
Pennsylvania
– -$438 -4,798 Closed
Millennium Management
1599
Millennium Management
New York
– -$784K -3,906 Closed
SFPM
1600
Sensible Financial Planning & Management
Massachusetts
– -$678K -3,379 Closed
62 63
64
65 66

VBR Hedge Fund Activity: Q4 2024 in Review

1,587 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q4 2024, worth a combined $26.3B — up 47% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 246 funds opened new VBR positions and 51 closed out — a net gain of 195 holders — while 623 added to existing stakes and 456 trimmed.

The largest buyer was Aspiriant LLC, adding an estimated $74.5M. The largest seller was Essex Financial Services, cutting an estimated $247M.

  • 1,587 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q4 2024, up from 1,426 in Q3 2024.
  • Funds reported $26.3B of Vanguard Small-Cap Value ETF stock for Q4 2024, up 47% quarter-over-quarter.
  • 246 funds opened new Vanguard Small-Cap Value ETF positions in Q4 2024 and 51 closed out, a net change of +195 holders.
  • The largest Vanguard Small-Cap Value ETF buyer in Q4 2024 was Aspiriant LLC, an estimated $74.5M added.
  • The largest Vanguard Small-Cap Value ETF seller in Q4 2024 was Essex Financial Services, an estimated $247M sold.

Based on aggregated 13F filings for Q4 2024.