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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
20.6%
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 %
PFS
351
Prospera Financial Services
Texas
$4.14M +$1.47M +7,530 +55%
SF
352
Seek First
California
$4.12M +$154K +791 +4%
AIM
353
Alhambra Investment Management
Florida
$4.1M -$5.46M -28,014 -57%
SFG
354
SNS Financial Group
Minnesota
$4.08M -$27.8K -142 -0.7%
OO
355
Obsido Oy
$4.08M +$215K +1,101 +6%
REMPR
356
Roof Eidam Maycock Peralta (REMP)
California
$4.08M +$437K +2,240 +12%
VFS
357
Valpey Financial Services
New Hampshire
$4.08M +$4.08M +20,914 New
CANC
358
Culbertson A N & Co
Virginia
$4.07M +$203K +1,043 +5%
BAM
359
Beaumont Asset Management
Texas
$4.03M +$5.85K +30 +0.1%
CCM
360
Coldstream Capital Management
Washington
$4.01M -$78.2K -401 -2%
FWP
361
Falcon Wealth Planning
California
$4.01M -$814K -4,174 -17%
CA
362
CSM Advisors
Pennsylvania
$3.98M -$83.3K -427 -2%
CFA
363
Cahill Financial Advisors
Minnesota
$3.93M +$191K +978 +5%
CA
364
Clearstead Advisors
Ohio
$3.89M +$168K +860 +5%
CIA
365
Choate Investment Advisors
Massachusetts
$3.87M -$1.5M -7,678 -28%
SWRP
366
Summit Wealth & Retirement Planning
California
$3.87M +$30K +154 +0.8%
Citigroup
367
Citigroup
New York
$3.85M -$263K -1,347 -6%
MWA
368
Martel Wealth Advisors
Washington
$3.81M +$32.2K +165 +0.9%
TPI
369
Trust Point Inc
Wisconsin
$3.79M -$1.98M -10,138 -34%
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$3.79M -$2.04M -10,472 -35%
CPA
371
Cathy Pareto & Associates
Florida
$3.79M -$297K -1,523 -7%
DPI
372
Diversified Portfolios Inc
Michigan
$3.77M +$1.11M +5,715 +42%
MBI
373
May Barnhard Investments
Maryland
$3.74M +$33K +169 +0.9%
JIR
374
James Investment Research
Ohio
$3.73M -$669K -3,431 -15%
ACA
375
Atlas Capital Advisors
Wyoming
$3.72M -$3.96M -20,285 -52%
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