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 %
RC
526
Roundview Capital
New Jersey
$2.07M -$134K -686 -6%
NRI
527
NFP Retirement Inc
California
$2.07M -$2.15K -11 -0.1%
TW
528
TritonPoint Wealth
Maryland
$2.07M -$2.74K -14 -0.1%
MFG
529
Midwest Financial Group
Kansas
$2.07M +$2.93K +15 +0.1%
Bessemer Group
530
Bessemer Group
New Jersey
$2.07M -$360K -1,846 -15%
KeyBank National Association
531
KeyBank National Association
Ohio
$2.06M -$1.76K -9 -0.1%
PA
532
Probity Advisors
Texas
$2.06M +$420K +2,156 +26%
IWM
533
Inlight Wealth Management
Georgia
$2.06M +$1.16M +5,952 +130%
TPW
534
Talon Private Wealth
Florida
$2.04M -$642K -3,292 -24%
SW
535
SlateStone Wealth
Florida
$2.02M -$52.1K -267 -3%
PWMG
536
Pioneer Wealth Management Group
Texas
$2.01M +$785K +4,028 +64%
EE
537
EWG Elevate
California
$2.01M +$415K +2,128 +26%
RA
538
RoundAngle Advisors
New Jersey
$2.01M -$24.6K -126 -1%
MA
539
Mutual Advisors
Nebraska
$2M +$85.4K +420 +4%
RCM
540
RMR Capital Management
California
$2M -$747K -3,831 -27%
NOI
541
Newton One Investments
Delaware
$1.99M -$32.2K -165 -2%
RA
542
Riversedge Advisors
Delaware
$1.99M -$489K -2,508 -20%
GAM
543
Gotham Asset Management
New York
$1.98M – – –
CCWA
544
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.98M -$6.63K -34 -0.3%
FLI
545
Family Legacy Inc
South Carolina
$1.98M +$39.8K +204 +2%
TFA
546
Tobias Financial Advisors
Florida
$1.98M -$233K -1,196 -11%
SFS
547
Sowell Financial Services
Arkansas
$1.98M +$38.8K +199 +2%
OCPWS
548
One Charles Private Wealth Services
Massachusetts
$1.98M -$8.39K -43 -0.4%
TP
549
Tranquility Partners
Tennessee
$1.96M +$9.17K +47 +0.5%
TPCW
550
TD Private Client Wealth
New York
$1.95M -$88.5K -454 -4%
20 21
22
23 24