VBR icon

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 %
MWM
451
Mission Wealth Management
California
$2.82M +$1.92M +9,864 +215%
CPA
452
Capital Performance Advisors
California
$2.82M +$6.24K +32 +0.2%
LW
453
Linscomb Wealth
Texas
$2.81M +$24.8K +127 +0.9%
NF
454
Nikulski Financial
Iowa
$2.79M +$42.5K +218 +2%
MCA
455
MSH Capital Advisors
Arizona
$2.79M -$18.1K -93 -0.6%
LIA
456
LS Investment Advisors
Michigan
$2.77M -$35.1K -180 -1%
EA
457
Eclectic Associates
California
$2.77M -$17.4K -89 -0.6%
VAM
458
Verity Asset Management
North Carolina
$2.76M -$2.94M -15,095 -52%
EWA
459
EverSource Wealth Advisors
Alabama
$2.74M +$109K +561 +4%
ST
460
Sageworth Trust
Pennsylvania
$2.74M – – –
SWM
461
Spire Wealth Management
Virginia
$2.73M -$252K -1,290 -8%
CFAM
462
Center For Asset Management
Florida
$2.72M +$582K +2,943 +27%
TCOTS
463
Trust Company of the South
North Carolina
$2.72M +$992K +5,089 +58%
FFL
464
Financial Freedom LLC
Ohio
$2.69M +$16.4K +84 +0.6%
NFP
465
NorthLanding Financial Partners
New York
$2.66M +$273K +1,402 +11%
AWM
466
Arista Wealth Management
Nevada
$2.65M -$2.73K -14 -0.1%
NL
467
NWAM LLC
Washington
$2.64M -$2.41M -12,030 -48%
PFA
468
Pillar Financial Advisors
Kentucky
$2.64M -$19.5K -100 -0.7%
SOS
469
Silver Oak Securities
Tennessee
$2.64M -$141K -723 -5%
SCG
470
Sonata Capital Group
Washington
$2.62M -$37.4K -192 -1%
CFB
471
Cullen/Frost Bankers
Texas
$2.62M +$794K +4,073 +44%
Thrivent Financial for Lutherans
472
Thrivent Financial for Lutherans
Minnesota
$2.61M -$2.65M -13,571 -50%
MCA
473
Maryland Capital Advisors
Maryland
$2.61M +$97.9K +502 +4%
OFG
474
Opulen Financial Group
Virginia
$2.61M +$36.5K +187 +1%
CAWM
475
Capital Advisors Wealth Management
Washington
$2.6M -$7.17M -36,753 -73%
17 18
19
20 21