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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,508 hedge funds and large institutions have $16.2B invested in Vanguard Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 585 increasing their positions, 570 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,508
Holders Change
-63
Holders Change %
-4.01%
% of All Funds
20.49%
Holding in Top 10
104
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.86%
% of All Funds
1.41%
New
89
Increased
585
Reduced
570
Closed
114
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M

Top Buyers

1
AL
Aspiriant LLC
California
$287M
2
WANY
Wealthspire Advisors (New York)
New York
$66M
3
AssetMark Inc
AssetMark Inc
California
$778M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$124M
5
LPL Financial
LPL Financial
California
$259M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.17B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$243M
3
PAS
Park Avenue Securities
New York
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$90.7M
5
Betterment LLC
Betterment LLC
New York
$625M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCCA
26
Mill Creek Capital Advisors
Pennsylvania
$91.5M +$112K +601 +0.1%
Osaic Holdings
27
Osaic Holdings
Arizona
$90.7M -$44.6M -239,294 -33%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$90.4M +$2.18M +11,687 +2%
Mariner
29
Mariner
Kansas
$81.1M +$2.81M +15,093 +4%
RWP
30
RWA Wealth Partners
Massachusetts
$80.6M +$4.03M +21,632 +5%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$78.3M -$338K -1,813 -0.4%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$76.6M -$21.9M -117,385 -22%
SGAM
33
Stephens Group Asset Management
Arkansas
$75.3M +$3.99M +21,401 +6%
UCFA
34
United Capital Financial Advisors
Texas
$75M -$3.48M -18,692 -4%
MGIA
35
Moneta Group Investment Advisors
Missouri
$73M +$832K +4,466 +1%
Retirement Systems of Alabama
36
Retirement Systems of Alabama
Alabama
$71.3M – – –
SC
37
Savant Capital
Illinois
$70.2M -$1.82M -9,763 -3%
WANY
38
Wealthspire Advisors (New York)
New York
$66M +$34M +182,424 +106%
RIA
39
Retirement Investment Advisors
Oklahoma
$66M +$3.58M +19,208 +6%
MWM
40
Modera Wealth Management
New Jersey
$65.4M -$650K -3,489 -1%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$62.7M +$3.82M +20,516 +6%
Goldman Sachs
42
Goldman Sachs
New York
$61M +$909K +4,879 +2%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$60.9M -$852K -4,573 -1%
Stifel Financial
44
Stifel Financial
Missouri
$60.1M +$1.24M +6,662 +2%
Creative Planning
45
Creative Planning
Kansas
$59.6M -$1.47M -7,914 -2%
CAM
46
Cresset Asset Management
Illinois
$57.5M +$2.63M +14,116 +5%
RA
47
Rodgers & Associates
Pennsylvania
$56.5M +$1.74M +9,323 +3%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$55.8M +$3.03M +16,274 +6%
MAG
49
Mokosak Advisory Group
Iowa
$55.4M +$1.53M +8,239 +3%
BFA
50
Bragg Financial Advisors
North Carolina
$54.2M +$2.5M +13,410 +5%
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