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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,529 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 509 increasing their positions, 602 reducing their positions, and 81 closing their positions.

Holders
1,529
Holders Change
+21
Holders Change %
+1.39%
% of All Funds
20.53%
Holding in Top 10
97
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.73%
% of All Funds
1.3%
New
133
Increased
509
Reduced
602
Closed
81
Calls
$2.17M
Puts
$273K
Net Calls
+$1.89M
Net Calls Change
-$4M

Top Buyers

1
PAS
1
Park Avenue Securities
New York
$78.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$161M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$98.7M
4
WL
4
WIT LLC
District of Columbia
$48.8M
5
AssetMark Inc
5
AssetMark Inc
California
$850M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.97B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$222M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$208M
4
UOMF
4
University of Maryland Foundation
Maryland
$0
5
CFFP
5
Center for Financial Planning
Michigan
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.97B 15,229,662 -1,770,647 -10%
AssetMark Inc
2
AssetMark Inc
California
$850M 4,360,477 +185,712 +4%
Morgan Stanley
3
Morgan Stanley
New York
$754M 3,865,623 -67,082 -2%
Betterment LLC
4
Betterment LLC
New York
$624M 3,200,471 -152,582 -5%
Wells Fargo
5
Wells Fargo
California
$353M 1,809,616 +11,570 +0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$332M 1,703,138 -70,440 -4%
UBS Group
7
UBS Group
Switzerland
$319M 1,633,911 -36,940 -2%
AL
8
Aspiriant LLC
California
$289M 1,483,454 -57,978 -4%
LPL Financial
9
LPL Financial
California
$280M 1,436,793 +46,966 +3%
SEI Investments
10
SEI Investments
Pennsylvania
$278M 1,426,827 +41,495 +3%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$222M 1,136,586 -615,641 -35%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$208M 1,062,970 -248,617 -19%
Raymond James Financial
13
Raymond James Financial
Florida
$180M 923,880 -43,819 -5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$172M 880,807 +162,575 +23%
MG
15
Mather Group
Illinois
$170M 873,500 -3,139 -0.4%
Osaic Holdings
16
Osaic Holdings
Arizona
$161M 826,674 +340,515 +70%
HighTower Advisors
17
HighTower Advisors
Illinois
$160M 821,531 +48,461 +6%
AF
18
Allworth Financial
California
$155M 794,775 +49,116 +7%
TIAA Trust, National Association
19
TIAA Trust, National Association
North Carolina
$153M 782,506 +7,508 +1%
CL
20
Choreo LLC
Illinois
$152M 777,889 -14,357 -2%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$152M 780,538 -17,573 -2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$146M 747,328 +98,344 +15%
Ameriprise
23
Ameriprise
Minnesota
$145M 739,019 -40,495 -5%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$137M 700,565 +32,856 +5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$130M 665,646 -82,603 -11%
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