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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 %
CSB
601
City State Bank
Iowa
$1.61M -$34.1K -175 -2%
PCMC
602
Paragon Capital Management (Colorado)
Colorado
$1.6M -$93.6K -480 -6%
IAS
603
Insigneo Advisory Services
Florida
$1.59M -$28.5K -146 -2%
HF
604
HRT Financial
New York
$1.57M +$1.57M +8,042 New
IA
605
IFP Advisors
Florida
$1.56M -$2.06M -10,553 -57%
TCOV
606
Trust Company of Vermont
Vermont
$1.56M -$150K -770 -9%
MSWMA
607
Market Street Wealth Management Advisors
Indiana
$1.55M -$27.3K -140 -2%
MSA
608
Marino Stram & Associates
Massachusetts
$1.55M +$1.55M +7,932 New
MSWM
609
McGlone Suttner Wealth Management
Wisconsin
$1.55M -$97.5K -500 -6%
VA
610
VestGen Advisors
Illinois
$1.53M -$653K -3,351 -30%
FFN
611
Focus Financial Network
Minnesota
$1.53M -$99.9K -510 -6%
KWM
612
Kingsview Wealth Management
Oregon
$1.52M -$49.1K -252 -3%
SHFA
613
SC&H Financial Advisors
Maryland
$1.52M -$68.4K -351 -4%
WIP
614
WealthCare Investment Partners
Rhode Island
$1.51M +$1.41K +7 +0.1%
BWP
615
BSW Wealth Partners
Colorado
$1.51M +$351K +1,800 +30%
CCA
616
Clarity Capital Advisors
Florida
$1.49M +$338K +1,732 +29%
RFS
617
Richardson Financial Services
Massachusetts
$1.49M +$125K +628 +9%
NFG
618
Nations Financial Group
Iowa
$1.47M -$25.2K -129 -2%
WIA
619
World Investment Advisors
California
$1.47M -$14.5M -74,270 -91%
CAG
620
Csenge Advisory Group
Florida
$1.47M -$61.2K -324 -4%
BWM
621
BigSur Wealth Management
Florida
$1.46M – – –
BOH
622
Bank of Hawaii
Hawaii
$1.46M +$117K +598 +9%
HNB
623
Huntington National Bank
Ohio
$1.45M -$1.54M – –
HR
624
Hardy Reed
Mississippi
$1.45M – – –
BCI
625
Brinker Capital Investments
Pennsylvania
$1.45M +$306K +1,570 +27%
23 24
25
26 27