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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 %
BIP
176
Brandes Investment Partners
California
$11.7M 59,150 +50,368 +574%
PWM
177
Praetorian Wealth Management
California
$11.7M 58,929 +383 +0.7%
BTIM
178
BancFirst Trust & Investment Management
Oklahoma
$11.5M 58,403 – –
EP
179
Essential Planning
New Hampshire
$11.5M 55,956 +55,956 New
CTWM
180
Cherry Tree Wealth Management
Minnesota
$11.4M 57,326 -354 -0.6%
BWFA
181
Baltimore-Washington Financial Advisors
Maryland
$11.3M 56,993 +1,638 +3%
CFG
182
Clayton Financial Group
Missouri
$11.3M 56,907 +3,075 +6%
FA
183
Fiducient Advisors
Illinois
$11.1M 56,150 -5,869 -9%
LI
184
LMCG Investments
Massachusetts
$11.1M 55,988 -869 -2%
WAM
185
Weinberger Asset Management
California
$11M 55,695 +476 +0.9%
JE
186
JMAC Enterprises
Pennsylvania
$11M 55,470 +3,117 +6%
BDF
187
Black Diamond Financial
Maryland
$10.9M 54,868 +2,579 +5%
MCM
188
MAI Capital Management
Ohio
$10.8M 54,712 +30,706 +128%
MFG
189
Merit Financial Group
Georgia
$10.8M 54,635 +3,665 +7%
HCMT
190
Highland Capital Management (Tennessee)
Tennessee
$10.8M 54,429 +53 +0.1%
MWM
191
Meridian Wealth Management
Kentucky
$10.8M 54,330 +2,097 +4%
FOFP
192
Fee-Only Financial Planning
South Carolina
$10.7M 54,012 -1,360 -2%
William Blair & Company
193
William Blair & Company
Illinois
$10.7M 53,915 +2,287 +4%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$10.3M 52,032 +2,294 +5%
VFG
195
Victory Financial Group
Texas
$10.3M 51,956 +51,956 New
OPAM
196
Ocean Park Asset Management
California
$10.2M 51,663 +15,315 +42%
PP
197
Prosperity Planning
Missouri
$10.1M 50,744 -8,082 -14%
CAWM
198
Capital Advisors Wealth Management
Washington
$10M 50,697 +646 +1%
CIA
199
Concurrent Investment Advisors
Florida
$10M 50,683 +28 +0.1%
AWS
200
Atria Wealth Solutions
New York
$10M 50,560 +12,123 +32%
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