VBR icon

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 %
Northern Trust
301
Northern Trust
Illinois
$5.07M +$246K +1,260 +5%
NAAA
302
New Age Alpha Advisors
New York
$5.04M +$3.04M +15,601 +152%
GWM
303
Geneos Wealth Management
Colorado
$5.03M -$4.9M -25,145 -49%
LIA
304
LifePlan Investment Advisors
North Carolina
$5.03M +$12.3K +63 +0.2%
AWE
305
Avidian Wealth Enterprises
Texas
$4.99M -$29.1K -149 -0.6%
MT
306
Midwest Trust
Kansas
$4.99M +$4.99M +25,578 New
SSW
307
Stone Summit Wealth
Florida
$4.97M -$645K -3,305 -11%
AWM
308
Apollon Wealth Management
South Carolina
$4.93M -$28.9K -148 -0.6%
AOWM
309
Alpha Omega Wealth Management
Virginia
$4.92M +$174K +891 +4%
LG
310
LAM Group
Oregon
$4.91M -$53.6K -275 -1%
TCMP
311
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.89M +$4.89M +25,094 New
FHA
312
First Horizon Advisors
Tennessee
$4.82M +$9.75K +50 +0.2%
LFS
313
Lutz Financial Services
Nebraska
$4.81M +$85.4K +438 +2%
BIA
314
Barry Investment Advisors
Massachusetts
$4.81M +$1.76K +9 +0%
BW
315
BIP Wealth
Georgia
$4.79M +$306K +1,570 +7%
VIA
316
Vickerman Investment Advisors
Washington
$4.76M +$665K +3,411 +16%
KAS
317
KPP Advisory Services
Kentucky
$4.76M -$1.02M -5,247 -18%
ZC
318
Zeit Capital
Colorado
$4.74M +$35.1K +180 +0.7%
ACS
319
Archford Capital Strategies
Illinois
$4.73M +$441K +2,261 +10%
SEIA
320
Signature Estate & Investment Advisors
California
$4.72M +$1.18M +6,074 +33%
CA
321
CGN Advisors
Kansas
$4.72M +$117K +598 +3%
GJIA
322
Glass Jacobson Investment Advisors
Maryland
$4.7M +$91.3K +468 +2%
RIM
323
Rockbridge Investment Management
New York
$4.69M -$34.5K -177 -0.7%
EIM
324
Ervin Investment Management
Washington
$4.65M -$103K -528 -2%
EGA
325
E&G Advisors
Texas
$4.63M +$76.2K +391 +2%
11 12
13
14 15