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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 %
DT
1601
Diversified Trust
Tennessee
– – -1,154 Closed
CCWM
1602
Cassaday & Co Wealth Management
Virginia
– – -1,079 Closed
JWM
1603
Jeppson Wealth Management
California
– – -1,040 Closed
JAFL
1604
Jay A. Fishman Ltd
Michigan
– – -1,025 Closed
WFA
1605
WMG Financial Advisors
Tennessee
– – -1,020 Closed
HAM
1606
Hedges Asset Management
Nevada
– – -1,000 Closed
UBV
1607
United Bank (Virginia)
Virginia
– – -1,000 Closed
NS
1608
NBC Securities
Alabama
– – -989 Closed
BOC
1609
Bull Oak Capital
California
– – -744 Closed
AWA
1610
Alaska Wealth Advisors
Alaska
– – -624 Closed
HIIFS
1611
Harel Insurance Investments & Financial Services
Israel
– – -500 Closed
PCA
1612
Providence Capital Advisors
North Carolina
– – -459 Closed
VAMG
1613
Voisard Asset Management Group
Michigan
– – -300 Closed
JIP
1614
Jaffetilchin Investment Partners
Florida
– – -285 Closed
TIAAOA
1615
Teachers Insurance & Annuity Association of America
New York
– – -131 Closed
APC
1616
Aspire Private Capital
North Carolina
– – -128 Closed
GSEP
1617
Golden State Equity Partners
California
– – -115 Closed
M
1618
MOTCO
Texas
– – -68 Closed
FNWA
1619
Financial Network Wealth Advisors
Utah
– – -36 Closed
HFS
1620
Hantz Financial Services
Michigan
– – -25 Closed
RS
1621
Rakuten Securities
Japan
– – -10 Closed
MIM
1622
Macroview Investment Management
Maryland
– – -9 Closed
HGA
1623
Hobbs Group Advisors
South Carolina
– – -5 Closed
Jane Street
1624
Jane Street
New York
– – – –
CMA
1625
Cedar Mountain Advisors
Oregon
– – – –
62 63 64
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