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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 %
BWA
376
BlueSky Wealth Advisors
North Carolina
$3.71M +$778K +3,990 +27%
IFWM
377
Institute for Wealth Management
Colorado
$3.7M +$2.51M +12,872 +211%
CW
378
CreativeOne Wealth
Kansas
$3.69M -$163K -836 -4%
SC
379
Scotia Capital
Ontario, Canada
$3.68M -$64.5K -331 -2%
LAM
380
LOM Asset Management
$3.67M +$3.67M +18,840 New
WPC
381
Wedmont Private Capital
Pennsylvania
$3.66M -$22.3K -111 -0.6%
TWM
382
TriaGen Wealth Management
California
$3.65M -$38.2K -196 -1%
RWM
383
Rialto Wealth Management
New York
$3.63M -$127K -651 -3%
AG
384
Ascent Group
Virginia
$3.59M -$28.1K -144 -0.8%
AWA
385
Arkadios Wealth Advisors
Georgia
$3.55M +$194K +996 +6%
PAI
386
Pittenger & Anderson Inc
Nebraska
$3.52M – – –
CWM
387
Cranbrook Wealth Management
Michigan
$3.52M +$26.9K +138 +0.8%
TAM
388
Tocqueville Asset Management
New York
$3.51M +$154K +791 +5%
HNB
389
Hilltop National Bank
Wyoming
$3.5M +$3.5M +17,947 New
RIA
390
Regal Investment Advisors
Michigan
$3.5M +$283K +1,450 +9%
APP
391
Avantax Planning Partners
Iowa
$3.48M -$21.6K -111 -0.6%
CAMG
392
CWA Asset Management Group
Florida
$3.47M -$585 -3 -0%
CA
393
CWC Advisors
Oregon
$3.46M +$53.8K +276 +2%
MCCP
394
Mission Creek Capital Partners
California
$3.45M -$345K -1,767 -9%
KSWA
395
Kathleen S. Wright Associates
Pennsylvania
$3.44M -$752K -3,857 -18%
NFC
396
Northeast Financial Consultants
Connecticut
$3.44M -$256K -1,313 -7%
FA
397
FDx Advisors
Illinois
$3.43M -$95.8K -491 -3%
IWS
398
Integrity Wealth Solutions
Colorado
$3.42M -$369K -1,892 -10%
IFA
399
Index Fund Advisors
California
$3.4M -$140K -718 -4%
MHIC
400
Marble Harbor Investment Counsel
Massachusetts
$3.39M -$39K -200 -1%
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