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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 %
BRG
326
Bay Rivers Group
Virginia
$4.63M +$63.4K +325 +1%
VFA
327
Valeo Financial Advisors
Indiana
$4.63M +$341K +2,268 +8%
SPC
328
Sigma Planning Corp
Michigan
$4.62M +$120K +616 +3%
ABC
329
Associated Banc-Corp
Wisconsin
$4.59M +$705K +3,614 +18%
IC
330
IEQ Capital
California
$4.57M +$181K +926 +4%
ERFOTCOFW
331
Employees Retirement Fund of the City of Fort Worth
Texas
$4.56M +$4.56M +23,400 New
PWM
332
Perigon Wealth Management
California
$4.56M -$116K -593 -2%
CSP
333
Cary Street Partners
Virginia
$4.54M +$2.19M +11,212 +93%
BSB
334
Bangor Savings Bank
Maine
$4.53M +$3.71K +19 +0.1%
SFO
335
Stokes Family Office
Louisiana
$4.53M +$472K +2,421 +12%
CB
336
Commerce Bank
Missouri
$4.52M +$11.1K +57 +0.2%
RA
337
RFG Advisory
Alabama
$4.47M -$89.1K -457 -2%
RLWM
338
RF&L Wealth Management
Massachusetts
$4.45M +$373K +1,912 +9%
TC
339
Tenret Company
Florida
$4.43M -$606K -3,105 -12%
IWM
340
IHT Wealth Management
Illinois
$4.39M +$11.1K +57 +0.3%
GB
341
Goepper Burkhardt
South Carolina
$4.38M -$454K -2,326 -9%
BAM
342
Belpointe Asset Management
Nevada
$4.32M +$1.86M +9,558 +76%
BJL
343
Brighton Jones LLC
Washington
$4.29M -$123K -630 -3%
TIM
344
Tortoise Investment Management
New York
$4.26M -$26.3K -135 -0.6%
BCM
345
Brookstone Capital Management
Illinois
$4.24M -$546K -2,800 -11%
RBWA
346
RFG - Bristol Wealth Advisors
Massachusetts
$4.24M +$4.24M +21,731 New
IWC
347
Integrated Wealth Concepts
Massachusetts
$4.21M -$21.6K -111 -0.5%
CFGA
348
Cambridge Financial Group (Arizona)
Arizona
$4.18M -$289K -1,481 -6%
TI
349
Truepoint Inc
Ohio
$4.18M -$596K -3,057 -12%
CFG
350
Clayton Financial Group
Missouri
$4.15M -$7.5M -38,481 -64%
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