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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,529 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 133 funds opening new positions, 509 increasing their positions, 602 reducing their positions, and 81 closing their positions.

Holders
1,529
Holders Change
+21
Holders Change %
+1.39%
% of All Funds
20.53%
Holding in Top 10
97
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.73%
% of All Funds
1.3%
New
133
Increased
509
Reduced
602
Closed
81
Calls
$2.17M
Puts
$273K
Net Calls
+$1.89M
Net Calls Change
-$4M

Top Buyers

1
PAS
1
Park Avenue Securities
New York
$78.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$161M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$98.7M
4
WL
4
WIT LLC
District of Columbia
$48.8M
5
AssetMark Inc
5
AssetMark Inc
California
$850M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.97B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$222M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$208M
4
UOMF
4
University of Maryland Foundation
Maryland
$0
5
CFFP
5
Center for Financial Planning
Michigan
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EA
26
Efficient Advisors
Ohio
$119M 610,689 +42,794 +8%
Corient Private Wealth
27
Corient Private Wealth
Florida
$98.7M 505,618 +284,655 +129%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$98.2M 503,565 +18,078 +4%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$96.9M 480,301 +153,529 +47%
MCCA
30
Mill Creek Capital Advisors
Pennsylvania
$94.3M 483,605 -7,537 -2%
RWP
31
RWA Wealth Partners
Massachusetts
$91.1M 467,411 +34,733 +8%
SGAM
32
Stephens Group Asset Management
Arkansas
$88.5M 453,785 +49,790 +12%
Mariner
33
Mariner
Kansas
$88.2M 452,257 +16,924 +4%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$85.9M 440,453 +20,089 +5%
MGIA
35
Moneta Group Investment Advisors
Missouri
$85.2M 437,040 +45,327 +12%
PAS
36
Park Avenue Securities
New York
$78.4M 402,203 +402,203 New
JFG
37
JMG Financial Group
Illinois
$77.6M 397,979 +111,962 +39%
Retirement Systems of Alabama
38
Retirement Systems of Alabama
Alabama
$74.6M 382,480 – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$74.4M 381,568 -29,638 -7%
RIA
40
Retirement Investment Advisors
Oklahoma
$74M 379,601 +25,499 +7%
SC
41
Savant Capital
Illinois
$73.9M 379,201 +2,174 +0.6%
UCFA
42
United Capital Financial Advisors
Texas
$72.7M 372,856 -29,925 -7%
MWM
43
Modera Wealth Management
New Jersey
$70.7M 362,293 +11,393 +3%
WANY
44
Wealthspire Advisors (New York)
New York
$69.6M 357,106 +2,842 +0.8%
Goldman Sachs
45
Goldman Sachs
New York
$69.6M 357,098 +29,597 +9%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$69.2M 354,686 +18,315 +5%
Stifel Financial
47
Stifel Financial
Missouri
$64.7M 331,832 +9,228 +3%
RA
48
Rodgers & Associates
Pennsylvania
$61.8M 316,993 +13,899 +5%
CAM
49
Cresset Asset Management
Illinois
$61.6M 314,540 +5,920 +2%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$61.6M 315,854 +16,578 +6%
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