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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 %
BF
576
BOK Financial
Oklahoma
$1.75M -$1.17K -6 -0.1%
FUBT
577
First United Bank & Trust
Maryland
$1.75M -$492K -2,523 -22%
WPWM
578
Windward Private Wealth Management
Kansas
$1.74M -$390 -2 -0%
BIP
579
Brandes Investment Partners
California
$1.74M -$3.91M -20,056 -69%
GPA
580
Guidance Point Advisors
Massachusetts
$1.74M – – –
VW
581
Vance Wealth
California
$1.73M -$179K -918 -9%
ANBT
582
American National Bank & Trust
Texas
$1.73M +$676K +3,466 +64%
AIM
583
Advyzon Investment Management
Illinois
$1.73M +$57.1K +293 +3%
MFIM
584
Mesirow Financial Investment Management
Illinois
$1.73M -$2.73K -14 -0.2%
OCFG
585
O'Connor Financial Group
Illinois
$1.71M -$1M -4,977 -37%
GBT
586
Grove Bank & Trust
Florida
$1.7M -$556K -2,853 -25%
DSC
587
Duncker Streett & Co
Missouri
$1.7M -$67.9K -348 -4%
NCM
588
Northwest Capital Management
Oregon
$1.69M -$642K -3,292 -27%
ISFAN
589
Investor's Fiduciary Advisor Network
Washington
$1.69M -$129K -662 -7%
BCG
590
Breakwater Capital Group
New Jersey
$1.67M +$81.5K +418 +5%
CWAG
591
Compton Wealth Advisory Group
Virginia
$1.67M +$22.4K +115 +1%
PWM
592
PBMares Wealth Management
Virginia
$1.65M -$1.56K -8 -0.1%
CFSG
593
Community Financial Services Group
Vermont
$1.65M -$286K -1,467 -15%
CFO
594
CVA Family Office
Colorado
$1.65M -$95.6K -490 -5%
PWS
595
Precision Wealth Strategies
Missouri
$1.64M +$1.64M +8,421 New
Victory Capital Management
596
Victory Capital Management
Texas
$1.64M – – –
CD
597
Chapin Davis
Maryland
$1.64M +$8.19K +42 +0.5%
NP
598
NorthRock Partners
Minnesota
$1.63M +$444K +2,266 +37%
PCM
599
Parsons Capital Management
Rhode Island
$1.63M +$39.4K +202 +2%
I
600
InvesTrust
Oklahoma
$1.62M -$2.73K -14 -0.2%
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