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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
20.58%
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 %
AFO
251
Aurelius Family Office
New Hampshire
$6.81M -$68.6K -352 -1%
TC
252
Tacita Capital
Ontario, Canada
$6.8M +$191K +981 +3%
GM
253
GeoWealth Management
Illinois
$6.78M +$753K +3,861 +12%
AWS
254
Atria Wealth Solutions
New York
$6.74M -$1.24M -6,258 -16%
WLIM
255
White Lighthouse Investment Management
Massachusetts
$6.72M +$24.8K +127 +0.4%
MFWP
256
Mosaic Family Wealth Partners
Missouri
$6.7M +$378K +1,936 +6%
Wealthfront Advisers
257
Wealthfront Advisers
California
$6.66M +$565K +2,897 +9%
WIC
258
Whitegate Investment Counselors
New Hampshire
$6.58M +$15.6K +80 +0.2%
EFG
259
Everhart Financial Group
Ohio
$6.58M +$786K +4,032 +14%
CFS
260
Cannon Financial Strategists
Georgia
$6.53M +$1.37K +7 +0%
CPIG
261
Chicago Partners Investment Group
Illinois
$6.39M -$118K -578 -2%
ACA
262
Ackerman Capital Advisors
Texas
$6.37M +$1.25M +6,425 +24%
AIS
263
American Investment Services
Massachusetts
$6.36M +$144K +738 +2%
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$6.36M -$562K -2,884 -8%
Vanguard Group
265
Vanguard Group
Pennsylvania
$6.32M -$135K -690 -2%
AA
266
Atmos Advisory
Pennsylvania
$6.32M -$59.1K -303 -0.9%
CIA
267
Compass Ion Advisors
Pennsylvania
$6.3M -$1.53M -7,829 -19%
VCAM
268
Van Cleef Asset Management
Ohio
$6.25M -$86K -441 -1%
SWA
269
SOA Wealth Advisors
New York
$6.22M -$501K -28,519 -7%
CM
270
Cornerstone Management
Georgia
$6.18M +$32.8K +168 +0.5%
NB
271
NBT Bank
New York
$6.15M +$137K +705 +2%
SW
272
SkyOak Wealth
Michigan
$6.08M +$6.08M +31,166 New
First Manhattan
273
First Manhattan
New York
$6M +$32.1K +164 +0.5%
AAP
274
Arax Advisory Partners
Colorado
$5.94M -$641K -2,570 -10%
VT
275
Vise Technologies
New York
$5.94M +$5.94M +30,450 New
9 10
11
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