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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 %
CW
626
Cooksen Wealth
Texas
$1.45M -$430K -2,205 -23%
TNBTD
627
Trustmark National Bank Trust Department
Mississippi
$1.44M -$372K -1,908 -21%
IWC
628
Infinity Wealth Counsel
Ohio
$1.44M +$30.2K +155 +2%
SQA
629
Simon Quick Advisors
New Jersey
$1.43M +$6.63K +34 +0.5%
IP
630
Intellectus Partners
California
$1.43M -$131K -671 -8%
SMCM
631
Sky-Mountain Capital Management
Idaho
$1.42M -$663K -3,349 -32%
ADL
632
Asset Dedication LLC
California
$1.42M -$7.41K -38 -0.5%
PMG
633
ProVise Management Group
Florida
$1.41M -$14.4K -74 -1%
BP
634
Ballentine Partners
Massachusetts
$1.41M -$19.9K -102 -1%
ODIJL
635
One Day In July LLC
Vermont
$1.4M +$494K +2,533 +54%
TSMHT
636
Thurston Springer Miller Herd & Titak
Indiana
$1.4M +$28.1K +144 +2%
BEAM
637
Baker Ellis Asset Management
Washington
$1.4M – – –
TBT
638
Texas Bank & Trust
Texas
$1.4M -$66.3K -340 -5%
EWM
639
Evergreen Wealth Management
Michigan
$1.39M -$31.6K -162 -2%
OFS
640
OneAscent Financial Services
Alabama
$1.39M -$509K -2,599 -27%
PD
641
Planning Directions
Pennsylvania
$1.38M -$583K -2,988 -30%
1IA
642
1834 Investment Advisors
Wisconsin
$1.37M -$38.6K -198 -3%
GVAG
643
Great Valley Advisor Group
Delaware
$1.36M -$226K -1,159 -14%
MFS
644
McNamara Financial Services
Massachusetts
$1.36M -$24.8K -127 -2%
DB
645
Dravo Bay
Delaware
$1.36M -$50.3K -265 -4%
DE
646
Diversified Enterprises
Delaware
$1.36M -$121K -618 -8%
MFF
647
Michels Family Financial
Texas
$1.36M +$23.4K +120 +2%
RTL
648
Red Tortoise LLC
Georgia
$1.36M -$51.5K -264 -4%
Empower Advisory Group
649
Empower Advisory Group
Colorado
$1.35M -$153K -785 -10%
BTI
650
Blue Trust Inc
Georgia
$1.35M +$147K +752 +12%
24 25
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