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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 %
FHC
651
Forest Hill Capital
Arkansas
$1.35M – – –
FB
652
Fulton Bank
Pennsylvania
$1.34M +$23.6K +121 +2%
MGWA
653
Monument Group Wealth Advisors
Massachusetts
$1.34M +$200K +1,028 +18%
CMBA
654
C.M. Bidwell & Associates
Hawaii
$1.33M -$75.7K -388 -5%
GA
655
GFS Advisors
Texas
$1.33M -$98.9K -507 -7%
DAS
656
Dynamic Advisor Solutions
Arizona
$1.33M +$41.1K +211 +3%
WA
657
Wealth Alliance
New York
$1.32M +$125K +641 +11%
NDSI
658
Newman Dignan & Sheerar Inc
Rhode Island
$1.31M -$54.6K -280 -4%
PBF
659
Petix & Botte Financial
California
$1.3M – – –
3AM
660
3EDGE Asset Management
Florida
$1.3M +$1.3M +6,665 New
MWM
661
Mascagni Wealth Management
Mississippi
$1.3M -$472K -2,420 -27%
WSFS
662
Wilmington Savings Fund Society
Delaware
$1.29M -$29.1K -149 -2%
RSWM
663
Robertson Stephens Wealth Management
California
$1.28M -$33.1K -169 -3%
FLPIM
664
F.L. Putnam Investment Management
Massachusetts
$1.28M -$223K -1,144 -15%
TPWA
665
TRUE Private Wealth Advisors
Oregon
$1.27M +$2.73K +14 +0.2%
FGWP
666
Founders Grove Wealth Partners
Virginia
$1.26M +$131K +673 +12%
AA
667
Alesco Advisors
New York
$1.26M – – –
PFBT
668
Parkside Financial Bank & Trust
Missouri
$1.26M +$252K +1,291 +25%
SWGC
669
Summit Wealth Group (Colorado)
Colorado
$1.25M +$1.25M +6,367 New
PCA
670
Prosperity Capital Advisors
Ohio
$1.25M +$65.3K +335 +6%
AIA
671
Arbor Investment Advisors
North Carolina
$1.25M +$63.2K +324 +5%
RWM
672
Revisor Wealth Management
Ohio
$1.24M +$20.5K +101 +2%
AW
673
Alteri Wealth
California
$1.23M +$1.95K +10 +0.2%
FCA
674
Fortis Capital Advisors
Kansas
$1.23M -$126K -648 -9%
CCM
675
Condor Capital Management
New Jersey
$1.22M +$11.7K +60 +1%
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