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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 %
MA
551
MONECO Advisors
Connecticut
$1.95M -$94.6K -485 -5%
GS
552
GTS Securities
New York
$1.93M +$1.54M +7,883 +387%
CA
553
Clune & Associates
Illinois
$1.92M +$76.1K +390 +4%
BCM
554
BTC Capital Management
Iowa
$1.92M -$20.7K -106 -1%
SWP
555
Stratos Wealth Partners
Ohio
$1.91M -$286K -1,465 -13%
1WA
556
180 Wealth Advisors
Washington
$1.91M -$5.85K -30 -0.3%
IHWM
557
Iron Horse Wealth Management
Iowa
$1.91M -$10.7K -55 -0.6%
AC
558
AlphaCore Capital
California
$1.91M +$1.2M +6,099 +168%
HI
559
Harbour Investments
Wisconsin
$1.9M -$179K -920 -9%
MFG
560
Magnus Financial Group
New York
$1.9M -$624K -3,200 -25%
WB
561
WesBanco Bank
West Virginia
$1.87M +$36.7K +188 +2%
WCFA
562
Walkner Condon Financial Advisors
Wisconsin
$1.86M -$527K -2,700 -22%
KAM
563
Kraft Asset Management
Tennessee
$1.86M – – –
CIBC Private Wealth Group
564
CIBC Private Wealth Group
Georgia
$1.86M +$18.3K +94 +1%
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$1.84M -$9.75K -50 -0.5%
ATC
566
Argent Trust Co
Tennessee
$1.83M -$127K -650 -6%
CAG
567
Curtis Advisory Group
California
$1.81M -$20.1K -103 -1%
OFP
568
OFC Financial Planning
New Jersey
$1.81M -$7.8K -40 -0.4%
LWM
569
Liberty Wealth Management
California
$1.81M +$300K +1,540 +20%
WP
570
Wealthspan Partners
Iowa
$1.8M -$38.2K -196 -2%
TFS
571
Thoroughbred Financial Services
Tennessee
$1.78M -$114K -587 -6%
TWM
572
Topsail Wealth Management
North Carolina
$1.78M – – –
TFP
573
Triune Financial Partners
Kansas
$1.78M -$21.1K -108 -1%
MCM
574
Manchester Capital Management
Vermont
$1.77M -$3.38M -17,341 -66%
UWM
575
USAdvisors Wealth Management
Minnesota
$1.76M -$79.3K -407 -4%
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