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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 %
CWM
151
Capital Wealth Management
Rhode Island
$13.6M 68,484 -937 -1%
JCM
152
Jacobsen Capital Management
Utah
$13.6M 68,411 -303 -0.4%
BF
153
Brooklyn FI
New York
$13.5M 68,304 +442 +0.7%
DADC
154
D.A. Davidson & Co
Montana
$13.5M 68,278 -297 -0.4%
TWM
155
Tradition Wealth Management
Minnesota
$13.4M 67,810 +273 +0.4%
Pathstone Holdings
156
Pathstone Holdings
New Jersey
$13.4M 67,609 -377 -0.6%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$13.4M 67,523 -1,911 -3%
AI
158
Arvest Investments
Arkansas
$13.3M 67,182 -2,306 -3%
EI
159
Ellevest Inc
New York
$13.2M 66,737 -255 -0.4%
SCI
160
Silver Coast Investments
United States
$13.2M 66,555 -15,172 -19%
CWM
161
Congress Wealth Management
Massachusetts
$12.9M 65,326 +1,663 +3%
Kovitz Investment Group Partners
162
Kovitz Investment Group Partners
Illinois
$12.9M 65,290 +14,492 +29%
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$12.9M 64,980 -55 -0.1%
MWA
164
Moser Wealth Advisors
Washington
$12.7M 64,030 +1,738 +3%
HC
165
Hillman Company
Pennsylvania
$12.5M 63,100 – –
HB
166
HTLF Bank
Colorado
$12.4M 62,778 -816 -1%
BCIM
167
Bishop & Co Investment Management
Pennsylvania
$12.4M 62,670 +943 +2%
AA
168
Ancora Advisors
Ohio
$12.4M 62,558 +1,641 +3%
WBG
169
Wharton Business Group
Pennsylvania
$12.3M 61,869 -724 -1%
PPW
170
Presilium Private Wealth
Pennsylvania
$12.2M 61,708 +536 +0.9%
GC
171
Garde Capital
Washington
$12.1M 61,072 -1,423 -2%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$12M 60,335 +1,098 +2%
FSWA
173
Financial Synergies Wealth Advisors
Texas
$12M 60,472 -88 -0.1%
M&T Bank
174
M&T Bank
New York
$11.8M 59,689 +6,990 +13%
PLU
175
Performa Ltd (US)
South Carolina
$11.8M 59,422 +1,759 +3%
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