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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 %
SB
501
Simmons Bank
Arkansas
$2.33M -$222K -1,141 -9%
PWA
502
Principia Wealth Advisory
Texas
$2.33M -$229K -1,175 -9%
TCM
503
Telos Capital Management
California
$2.31M +$190K +975 +9%
SFP
504
Sterling Financial Planning
New Jersey
$2.29M +$4.68K +24 +0.2%
GCA
505
Gradient Capital Advisors
California
$2.29M -$86.2K -442 -4%
BBW
506
Blue Barn Wealth
Utah
$2.28M +$3.9K +20 +0.2%
AQR Capital Management
507
AQR Capital Management
Connecticut
$2.25M -$751K -3,852 -25%
Tudor Investment Corp
508
Tudor Investment Corp
Connecticut
$2.25M +$2.25M +11,523 New
MOS
509
MGO One Seven
Ohio
$2.25M +$332K +1,700 +17%
PS
510
Principal Securities
Iowa
$2.23M -$188K -965 -8%
OC
511
Optima Capital
Oregon
$2.23M -$113K -578 -5%
CWA
512
CJM Wealth Advisers
Virginia
$2.19M -$83.9K -430 -4%
GRP
513
Global Retirement Partners
California
$2.17M +$2.17M +11,149 New
ATPW
514
Ashton Thomas Private Wealth
Arizona
$2.17M -$5.17M -26,371 -70%
IWA
515
IVC Wealth Advisors
Pennsylvania
$2.17M +$274K +1,405 +14%
QCM
516
Quantinno Capital Management
New York
$2.16M -$513K -2,631 -19%
SMA
517
Sage Mountain Advisors
Georgia
$2.15M – – –
MSF
518
Mustard Seed Financial
Arkansas
$2.14M +$25K +128 +1%
FAI
519
Fiduciary Advisors Inc
Missouri
$2.13M +$139K +714 +7%
SJL
520
Shayne & Jacobs LLC
Tennessee
$2.12M – – –
QWP
521
Quotient Wealth Partners
Texas
$2.12M -$112K -575 -5%
SF
522
Synovus Financial
Georgia
$2.09M +$1.37K +7 +0.1%
SI
523
Seeds Investor
New York
$2.08M -$243K -1,244 -10%
MC
524
Matisse Capital
Oregon
$2.08M – – –
AWM
525
Aegis Wealth Management
Maryland
$2.07M – – –
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