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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 %
GIA
201
Goodwin Investment Advisory
Georgia
$9.96M 50,296 -3,795 -7%
FWP
202
Family Wealth Partners
North Carolina
$9.92M 50,041 +2,478 +5%
IHWM
203
Iron Horse Wealth Management
Iowa
$9.89M 49,914 +1,333 +3%
HWM
204
HB Wealth Management
Georgia
$9.63M 48,593 +609 +1%
SCM
205
Steele Capital Management
Iowa
$9.57M 48,293 -60 -0.1%
FFP
206
Forbes Financial Planning
Rhode Island
$9.53M 48,106 +136 +0.3%
CPA
207
Cardiff Park Advisors
California
$9.51M 48,004 -3,339 -7%
FCM
208
Firestone Capital Management
Florida
$9.33M 47,066 +76 +0.2%
VC
209
Veery Capital
Delaware
$9.28M 46,823 +8,046 +21%
FPW
210
Flywheel Private Wealth
California
$9.28M 46,815 +46,815 New
EWA
211
EP Wealth Advisors
California
$9.16M 46,243 +1,712 +4%
SRC
212
Shufro Rose & Co
New York
$9.06M 45,717 +5,270 +13%
PA
213
Parallel Advisors
California
$8.93M 45,074 +48 +0.1%
ODA
214
One Degree Advisors
California
$8.84M 43,441 +578 +1%
CIA
215
Compass Ion Advisors
Pennsylvania
$8.77M 44,261 -771 -2%
CIM
216
Cambria Investment Management
California
$8.7M 43,888 -3,815 -8%
FFA
217
Farther Finance Advisors
California
$8.69M 43,864 +10,665 +32%
CWA
218
Cornerstone Wealth Advisors
Minnesota
$8.63M 43,521 +1,958 +5%
KPWS
219
Kestra Private Wealth Services
Texas
$8.61M 43,442 +5,936 +16%
SFG
220
Sage Financial Group
Pennsylvania
$8.5M 42,878 +590 +1%
ONB
221
Old National Bancorp
Indiana
$8.43M 42,514 -2,937 -6%
BFS
222
Bradley Foster & Sargent
Connecticut
$8.39M 42,328 -2,657 -6%
IFS
223
Ifrah Financial Services
Arkansas
$8.38M 42,304 -249 -0.6%
SMWM
224
Silvia McColl Wealth Management
California
$8.29M 41,837 +539 +1%
KBFS
225
Kohmann Bosshard Financial Services
Ohio
$8.28M 41,764 -3,412 -8%
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