VBR icon

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 %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$8.38B 42,303 +8,578 +25%
Bank of America
2
Bank of America
North Carolina
$3.66B 18,452,222 +6,846 +0%
AssetMark Inc
3
AssetMark Inc
California
$792M 3,998,206 +180,662 +5%
Morgan Stanley
4
Morgan Stanley
New York
$764M 3,857,217 +100,266 +3%
Betterment LLC
5
Betterment LLC
New York
$703M 3,546,772 -151,010 -4%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$476M 2,400,592 +18,066 +0.8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$372M 1,878,380 -42,004 -2%
Wells Fargo
8
Wells Fargo
California
$353M 1,781,230 +173,385 +11%
UBS Group
9
UBS Group
Switzerland
$341M 1,722,474 +94,176 +6%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$336M 1,693,990 +145,622 +9%
SEI Investments
11
SEI Investments
Pennsylvania
$261M 1,314,899 +27,227 +2%
LPL Financial
12
LPL Financial
California
$255M 1,287,839 +57,199 +5%
AL
13
Aspiriant LLC
California
$243M 1,224,131 +362,906 +42%
Raymond James Financial
14
Raymond James Financial
Florida
$195M 982,869 +982,869 New
MG
15
Mather Group
Illinois
$170M 858,328 -202,903 -19%
CL
16
Choreo LLC
Illinois
$163M 822,212 -25,337 -3%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$157M 791,454 -572 -0.1%
AF
18
Allworth Financial
California
$153M 743,017 +32,951 +5%
TIAA Trust, National Association
19
TIAA Trust, National Association
North Carolina
$151M 761,595 +46,451 +6%
Ameriprise
20
Ameriprise
Minnesota
$150M 756,522 -30,011 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$142M 714,644 +75,099 +12%
Osaic Holdings
22
Osaic Holdings
Arizona
$142M 725,453 +27,426 +4%
HighTower Advisors
23
HighTower Advisors
Illinois
$138M 696,587 +27,528 +4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$129M 650,087 +15,061 +2%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$122M 614,324 +25,918 +4%
1
2 3 4 5