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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 %
Lido Advisors
426
Lido Advisors
California
$3.13M +$1.92M +9,780 +157%
FYW
427
Future You Wealth
New York
$3.13M -$196K -1,007 -6%
BWP
428
Baldwin Wealth Partners
Massachusetts
$3.13M +$31K +159 +1%
FWM
429
Forza Wealth Management
Florida
$3.11M – – –
Susquehanna International Group
430
Susquehanna International Group
Pennsylvania
$3.09M -$7.58M -38,856 -71%
FAN
431
Financial Advisors Network
California
$3.08M +$217K +1,111 +8%
MF
432
Midwestern Financial
Iowa
$3.08M +$3.08M +15,812 New
CFD
433
Creative Financial Designs
Indiana
$3.08M +$420K +2,153 +16%
WRPWM
434
Werba Rubin Papier Wealth Management
California
$3.08M -$54.2K -278 -2%
EF
435
Envision Financial
Wisconsin
$3.07M -$20.7K -106 -0.7%
FM
436
Foster & Motley
Ohio
$3.02M -$186K -954 -6%
NWM
437
Northwest Wealth Management
Iowa
$3M +$7.8K +40 +0.3%
EAM
438
Evanson Asset Management
California
$3M +$398K +2,042 +15%
SFM
439
Signet Financial Management
New Jersey
$2.98M -$209K -1,071 -7%
OFP
440
OLIO Financial Planning
Virginia
$2.98M +$44.7K +229 +2%
AAS
441
Ameritas Advisory Services
Nebraska
$2.96M -$552K -2,833 -16%
PFA
442
Pathway Financial Advisors
Vermont
$2.95M – – –
HWA
443
Heartwood Wealth Advisors
Virginia
$2.93M +$4.1K +21 +0.1%
AFTS
444
American Financial & Tax Strategies
New York
$2.93M -$27.7K -142 -0.9%
AIM
445
Access Investment Management
Georgia
$2.93M +$2.93M +15,000 New
WTFG
446
Wells Trecaso Financial Group
Ohio
$2.9M -$6.83K -35 -0.2%
MCWS
447
McKinley Carter Wealth Services
West Virginia
$2.9M -$78K -400 -3%
CTC
448
Central Trust Company
Missouri
$2.87M -$11.3K -58 -0.4%
MMA
449
Miracle Mile Advisors
California
$2.87M +$549K +2,813 +24%
AF
450
Advisornet Financial
Minnesota
$2.83M -$114K -587 -4%
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