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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 %
UB
401
UMB Bank
Missouri
$3.37M -$74.3K -381 -2%
EPW
402
Evergreen Private Wealth
Colorado
$3.37M +$200K +1,027 +6%
FWP
403
FAS Wealth Partners
Kansas
$3.35M -$39K -200 -1%
FFO
404
Fiduciary Family Office
Florida
$3.35M – – –
FFG
405
Fiduciary Financial Group
California
$3.29M +$121K +611 +4%
DWM
406
Diversify Wealth Management
Utah
$3.27M -$31.2K -154 -0.9%
AWS
407
Aspen Wealth Strategies
Colorado
$3.26M +$3.26M +16,693 New
OPTFSNA
408
Old Point Trust & Financial Services N A
Virginia
$3.25M +$401K +2,056 +14%
SCP
409
Stevens Capital Partners
Nebraska
$3.24M +$651K +3,284 +25%
EA
410
Echo45 Advisors
California
$3.24M +$76.8K +394 +2%
JWA
411
JFS Wealth Advisors
Pennsylvania
$3.24M – – –
EFS
412
Essex Financial Services
Connecticut
$3.23M -$146K -747 -4%
WP
413
WealthShield Partners
North Carolina
$3.23M +$7.61K +39 +0.2%
3IP
414
3Chopt Investment Partners
Virginia
$3.22M -$30.4K -155 -0.9%
NW
415
NewEdge Wealth
Pennsylvania
$3.22M +$1.32M +6,647 +69%
WF
416
Warner Financial
Maryland
$3.21M -$266K -1,362 -8%
WFM
417
Wolff Financial Management
Michigan
$3.21M – – –
TF
418
Theory Financial
Colorado
$3.21M -$301K -1,520 -9%
FTUS
419
Flow Traders U.S.
New York
$3.19M +$3.19M +16,379 New
JWCA
420
J.W. Cole Advisors
Florida
$3.19M +$982K +5,036 +45%
RF
421
rebel Financial
Ohio
$3.18M +$3.18M +16,240 New
AIA
422
Ally Invest Advisors
North Carolina
$3.17M +$125K +639 +4%
GWM
423
Greenhouse Wealth Management
Connecticut
$3.15M -$299K -1,531 -9%
TRCT
424
Tower Research Capital (TRC)
New York
$3.15M +$3.15M +16,150 New
GSWM
425
Greenup Street Wealth Management
Michigan
$3.15M +$171K +876 +6%
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