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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 %
FTUS
1576
Flow Traders U.S.
New York
– – -12,109 Closed
CC
1577
Cypress Capital
Tennessee
– – -11,193 Closed
CSPIA
1578
Cary Street Partners Investment Advisory
Virginia
– – -10,765 Closed
Tudor Investment Corp
1579
Tudor Investment Corp
Connecticut
– – -6,575 Closed
EWA
1580
Evolution Wealth Advisors
Florida
– – -5,975 Closed
DAS
1581
Dynamic Advisor Solutions
Arizona
– – -5,918 Closed
MFA
1582
McClarren Financial Advisors
Pennsylvania
– – -4,798 Closed
Millennium Management
1583
Millennium Management
New York
– – -3,906 Closed
SFPM
1584
Sensible Financial Planning & Management
Massachusetts
– – -3,379 Closed
AWM
1585
Axxcess Wealth Management
California
– – -3,097 Closed
TWP
1586
TFO Wealth Partners
Ohio
– – -2,800 Closed
STA
1587
Summit Trail Advisors
New York
– – -2,389 Closed
HWP
1588
Hibernia Wealth Partners
Louisiana
– – -2,224 Closed
SWP
1589
Summit Wealth Partners
Florida
– – -2,189 Closed
CAP
1590
Columbia Advisory Partners
Washington
– – -2,084 Closed
HIGP
1591
Hill Investment Group Partners
Missouri
– – -1,646 Closed
FA
1592
Faithward Advisors
Pennsylvania
– – -1,593 Closed
CWM
1593
Connecticut Wealth Management
Connecticut
– – -1,538 Closed
Vontobel Holding
1594
Vontobel Holding
Switzerland
– – -1,377 Closed
CA
1595
Claro Advisors
Massachusetts
– – -1,338 Closed
LF
1596
Lantz Financial
Illinois
– – -1,209 Closed
GS
1597
GTS Securities
New York
– – -1,207 Closed
FWTB
1598
First Western Trust Bank
Colorado
– – -1,189 Closed
WWWM
1599
White Wing Wealth Management
Texas
– – -1,175 Closed
EFA
1600
Evernest Financial Advisors
Indiana
– – -1,155 Closed
62 63
64
65 66