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Vanguard Small-Cap Value ETF
VBR

1,524 hedge funds and large institutions have $16.2B invested in Vanguard Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 595 increasing their positions, 573 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

451% more call options, than puts

Call options by funds: $7.19M | Put options by funds: $1.3M

4% more repeat investments, than reductions

Existing positions increased: 595 | Existing positions reduced: 573

0.35% less ownership

Funds ownership: 57.79% → 57.44% (-0.35%)

4% less funds holding

Funds holding: 1,587 → 1,524 (-63)

13% less funds holding in top 10

Funds holding in top 10: 120 → 105 (-15)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 120

38% less capital invested

Capital invested by funds: $26.3B → $16.2B (-$10B)

Holders
1,524
Holders Change
-63
Holders Change %
-3.97%
% of All Funds
20.43%
Holding in Top 10
105
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.5%
% of All Funds
1.41%
New
89
Increased
595
Reduced
573
Closed
120
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M

Top Buyers

Rank Fund Capital Flow
1
SWA
SOA Wealth Advisors
New York
+$72.3M
2
AL
Aspiriant LLC
California
+$62.7M
3
WANY
Wealthspire Advisors (New York)
New York
+$36M
4
AssetMark Inc
AssetMark Inc
California
+$34.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$287M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$215M
3
PAS
Park Avenue Securities
New York
-$65.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$47.3M
5
Betterment LLC
Betterment LLC
New York
-$38.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
576
Mascagni Wealth Management
Mississippi
$1.69M – – –
TWM
577
Topsail Wealth Management
North Carolina
$1.69M – – –
DSC
578
Duncker Streett & Co
Missouri
$1.69M -$1.38K -7 -0.1%
MA
579
Mutual Advisors
Nebraska
$1.69M +$472K +2,389 +34%
BF
580
BOK Financial
Oklahoma
$1.68M +$32.4K +164 +2%
WPWM
581
Windward Private Wealth Management
Kansas
$1.67M -$105K -532 -6%
CFO
582
CVA Family Office
Colorado
$1.66M -$24.1K -122 -1%
GPA
583
Guidance Point Advisors
Massachusetts
$1.66M +$11.5K +58 +0.7%
MFIM
584
Mesirow Financial Investment Management
Illinois
$1.65M +$2.96K +15 +0.2%
TCOTS
585
Trust Company of the South
North Carolina
$1.65M – – –
TCOV
586
Trust Company of Vermont
Vermont
$1.63M -$95.2K -482 -5%
PCMC
587
Paragon Capital Management (Colorado)
Colorado
$1.62M +$25.5K +129 +2%
AIM
588
Advyzon Investment Management
Illinois
$1.6M -$241K -1,218 -12%
PWM
589
PBMares Wealth Management
Virginia
$1.58M +$3.95K +20 +0.2%
CSB
590
City State Bank
Iowa
$1.57M -$9.29K -47 -0.6%
CWAG
591
Compton Wealth Advisory Group
Virginia
$1.57M – – –
MSWM
592
McGlone Suttner Wealth Management
Wisconsin
$1.57M -$1.38K -7 -0.1%
Victory Capital Management
593
Victory Capital Management
Texas
$1.57M – – –
PA
594
Probity Advisors
Texas
$1.56M -$48.8K -247 -3%
CD
595
Chapin Davis
Maryland
$1.56M +$122K +616 +8%
FFN
596
Focus Financial Network
Minnesota
$1.55M +$1.98K +10 +0.1%
I
597
InvesTrust
Oklahoma
$1.55M +$30.6K +155 +2%
IAS
598
Insigneo Advisory Services
Florida
$1.54M +$305K +1,546 +23%
HNB
599
Huntington National Bank
Ohio
$1.54M – – –
CIBC Private Wealth Group
600
CIBC Private Wealth Group
Georgia
$1.53M +$406K +2,056 +28%
22 23
24
25 26

VBR Hedge Fund Activity: Q1 2025 in Review

1,524 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q1 2025, worth a combined $16.2B — down 38% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VBR and 89 opened new positions — a net loss of 31 holders — while 573 trimmed existing stakes and 595 added.

The largest buyer was SOA Wealth Advisors, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $287M.

  • 1,524 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q1 2025, down from 1,587 in Q4 2024.
  • Funds reported $16.2B of Vanguard Small-Cap Value ETF stock for Q1 2025, down 38% quarter-over-quarter.
  • 89 funds opened new Vanguard Small-Cap Value ETF positions in Q1 2025 and 120 closed out, a net change of -31 holders.
  • The largest Vanguard Small-Cap Value ETF buyer in Q1 2025 was SOA Wealth Advisors, an estimated $72.3M added.
  • The largest Vanguard Small-Cap Value ETF seller in Q1 2025 was Bank of America, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2025.