VBR icon

Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,535 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 134 funds opening new positions, 511 increasing their positions, 605 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,535
Holders Change
+27
Holders Change %
+1.79%
% of All Funds
20.59%
Holding in Top 10
97
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.73%
% of All Funds
1.3%
New
134
Increased
511
Reduced
605
Closed
81
Calls
$10.5M
Puts
$605K
Net Calls
+$9.89M
Net Calls Change
+$4M

Top Buyers

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.97B
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$222M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$208M
4
UOMF
University of Maryland Foundation
Maryland
$0
5
CFFP
Center for Financial Planning
Michigan
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSA
226
Plum Street Advisors
Louisiana
$7.84M +$118K +605 +2%
RFA
227
RTD Financial Advisors
Pennsylvania
$7.62M +$713K +3,658 +10%
FCM
228
Fortis Capital Management
Washington
$7.58M +$14K +72 +0.2%
FFA
229
Farther Finance Advisors
California
$7.57M -$106K -544 -1%
BFS
230
Bradley Foster & Sargent
Connecticut
$7.57M -$642K -3,290 -8%
SLWA
231
San Luis Wealth Advisors
California
$7.52M +$7.52M +38,583 New
CFO
232
Collective Family Office
Pennsylvania
$7.5M +$134K +685 +2%
RZH
233
Relyea Zuckerberg Hanson
Connecticut
$7.49M -$164K -841 -2%
CWM
234
Cornerstone Wealth Management
Missouri
$7.44M +$105K +540 +1%
SWM
235
Sterling Wealth Management
Illinois
$7.43M +$7.43M +38,105 New
Prudential Financial
236
Prudential Financial
New Jersey
$7.41M – – –
CC
237
Courier Capital
New York
$7.36M +$103K +529 +1%
QC
238
Quent Capital
New York
$7.33M +$24K +123 +0.3%
NHC
239
Nicholas Hoffman & Company
Georgia
$7.3M -$13.1K -67 -0.2%
Koshinski Asset Management
240
Koshinski Asset Management
Illinois
$7.23M +$131K +672 +2%
LFP
241
Leeward Financial Partners
Washington
$7.19M -$14.2K -73 -0.2%
ST
242
Spinnaker Trust
Maine
$7.18M -$62.8K -322 -0.9%
NFW
243
Noble Family Wealth
Florida
$7.12M +$287K +1,472 +4%
WT
244
Whittier Trust
California
$7.1M +$48.8K +250 +0.7%
ONB
245
Old National Bancorp
Indiana
$7.01M -$939K -4,816 -12%
TW
246
Towerpoint Wealth
California
$7M +$316K +1,622 +5%
AWA
247
Arbor Wealth Advisors
Michigan
$6.94M – – –
FF
248
Fairway Financial
Florida
$6.89M +$371K +1,902 +6%
NJIM
249
Nabity-Jensen Investment Management
Nebraska
$6.86M +$6.24K +32 +0.1%
GCM
250
Granby Capital Management
Florida
$6.83M – – –
8 9
10
11 12