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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 %
WA
476
Waverly Advisors
Alabama
$2.6M -$98.1K -503 -4%
OSAM
477
O'Shaughnessy Asset Management
Connecticut
$2.58M -$74.9K -384 -3%
ORC
478
O'Rourke & Company
Massachusetts
$2.58M -$228K -1,167 -8%
FCI
479
Financial Counselors Inc
Kansas
$2.56M -$5.11M -26,202 -67%
DWS
480
Discipline Wealth Solutions
South Carolina
$2.56M +$1.57M +8,026 +158%
FDCDDQ
481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.55M -$33.9K -174 -1%
BGWM
482
Bridge Generations Wealth Management
Florida
$2.54M – – –
BWM
483
Brown Wealth Management
Illinois
$2.51M -$1.34M -6,873 -35%
WA
484
WP Advisors
California
$2.49M -$20.7K -106 -0.8%
SWA
485
Stratos Wealth Advisors
Ohio
$2.49M +$299K +1,531 +14%
BHWM
486
Beaird Harris Wealth Management
Texas
$2.48M +$515K +2,642 +26%
GCM
487
Gibraltar Capital Management
Oklahoma
$2.48M +$143K +732 +6%
ABWM
488
Alpine Bank Wealth Management
Colorado
$2.47M -$3.92M -20,107 -61%
PL
489
Plancorp LLC
Missouri
$2.46M -$23.6K -121 -1%
AIM
490
Acropolis Investment Management
Missouri
$2.46M +$30.2K +155 +1%
LIM
491
Leavell Investment Management
Alabama
$2.44M -$61.1K -312 -2%
NSIM
492
North Star Investment Management
Illinois
$2.42M – – –
SDWMA
493
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.41M +$2.19M +11,223 +996%
RGC
494
Roberts, Glore & Co
Illinois
$2.4M +$2.93K +15 +0.1%
SC
495
SouthState Corp
Florida
$2.4M -$58.5K -300 -2%
R
496
Rebalance
California
$2.39M -$1.37K -7 -0.1%
ANTB
497
AMG National Trust Bank
Colorado
$2.38M +$30.8K +158 +1%
PIMG
498
Patriot Investment Management Group
Tennessee
$2.37M +$44.7K +229 +2%
Financial Engines Advisors
499
Financial Engines Advisors
California
$2.37M -$357K -1,832 -13%
BRWA
500
B. Riley Wealth Advisors
Florida
$2.33M +$2.33M +11,938 New
18 19
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