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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,537 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, 607 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+28
Holders Change %
+1.86%
% of All Funds
20.61%
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
607
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
+$66.2M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$55.5M
4
WL
WIT LLC
District of Columbia
+$48.8M
5
AssetMark Inc
AssetMark Inc
California
+$36.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$345M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$120M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$48.7M
4
UOMF
University of Maryland Foundation
Maryland
-$38.8M
5
CFFP
Center for Financial Planning
Michigan
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AM
276
AGF Management
Ontario, Canada
$5.93M -$34.1K -175 -0.6%
QWM
277
Quadcap Wealth Management
Texas
$5.83M -$49.7K -255 -0.8%
SG
278
Sharper & Granite
California
$5.83M +$91.3K +455 +2%
AA
279
Advisory Alpha
Michigan
$5.82M +$205K +1,050 +4%
PFG
280
Pinnacle Financial Group
Illinois
$5.76M +$636K +3,260 +12%
GPI
281
General Partner Inc
Pennsylvania
$5.73M +$4.35M +22,330 +318%
CM
282
Columbus Macro
Pennsylvania
$5.69M +$39.8K +204 +0.7%
TF
283
TME Financial
California
$5.68M +$2.06M +10,582 +57%
OIA
284
OneDigital Investment Advisors
Kansas
$5.62M -$873K -4,477 -13%
IA
285
Integrity Alliance
Iowa
$5.62M +$256K +1,313 +5%
KCPG
286
Kavar Capital Partners Group
Kansas
$5.61M -$3.9K -20 -0.1%
MWA
287
Monograph Wealth Advisors
California
$5.59M -$123K -626 -2%
ECM
288
Elgethun Capital Management
South Dakota
$5.56M +$701K +3,596 +14%
CA
289
Cornerstone Advisory
Maryland
$5.53M +$51.7K +265 +0.9%
CP
290
Creekside Partners
California
$5.49M -$41.3K -212 -0.7%
QFA
291
Quattro Financial Advisors
Texas
$5.45M -$390K -2,001 -7%
EF
292
Elite Financial
Idaho
$5.41M -$153K -774 -3%
MFG
293
Mainsail Financial Group
Washington
$5.39M +$147K +744 +3%
MAM
294
Mainsail Asset Management
Alabama
$5.38M +$585 +3 +0%
TA
295
TFB Advisors
Kansas
$5.36M -$123K -633 -2%
AFP
296
Ausdal Financial Partners
Iowa
$5.31M -$271K -1,390 -5%
PCIA
297
Prime Capital Investment Advisors
Kansas
$5.31M -$1.71M -8,761 -24%
BOPW
298
Brandywine Oak Private Wealth
Pennsylvania
$5.25M -$693K -3,552 -12%
RFC
299
Regions Financial Corp
Alabama
$5.21M +$1.27M +6,530 +32%
CWM
300
Chemistry Wealth Management
New York
$5.14M -$29.1K -149 -0.6%
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