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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 %
MF
676
Meridian Financial
Massachusetts
$1.21M +$62K +318 +5%
Wellington Management Group
677
Wellington Management Group
Massachusetts
$1.21M – – –
CPW
678
Cove Private Wealth
New York
$1.2M +$551K +2,825 +85%
JC
679
Jentner Corp
Ohio
$1.2M +$4.88K +25 +0.4%
PSF
680
Pacific Sun Financial
California
$1.2M -$8.78K -45 -0.7%
CFS
681
Coordinated Financial Services
Colorado
$1.2M +$154K +788 +15%
WFS
682
Weitzel Financial Services
Iowa
$1.2M +$75.2K +380 +7%
FIG
683
FSA Investment Group
Florida
$1.19M +$585 +3 +0%
DFG
684
Dynamic Financial Group
Iowa
$1.19M +$37K +190 +3%
ATI
685
ARK & TLK Investments
Oklahoma
$1.18M -$128K -654 -10%
HCM
686
Hall Capital Management
Rhode Island
$1.17M -$15.2K -78 -1%
ATWA
687
Arbor Trust Wealth Advisors
Michigan
$1.15M -$196 -1 -0%
SFP
688
Strategic Financial Partners
Oregon
$1.14M -$1.37K -7 -0.1%
CIBC World Market
689
CIBC World Market
Ontario, Canada
$1.14M +$161K +826 +16%
IA
690
Insight Advisors
Pennsylvania
$1.14M – – –
IF
691
Integrity Financial
Wyoming
$1.14M +$82.1K +419 +8%
WBC
692
West Branch Capital
Massachusetts
$1.14M -$434K -2,223 -28%
LFA
693
Level Financial Advisors
New York
$1.13M -$42.1K -216 -4%
FA
694
Flagstar Advisors
New York
$1.13M -$53.5K -273 -5%
NCTC
695
New Covenant Trust Company
Indiana
$1.12M -$76.5K -391 -6%
UAG
696
United Advisor Group
Ohio
$1.12M +$172K +882 +18%
SWM
697
Schwallier Wealth Management
Michigan
$1.12M +$94K +482 +9%
KCM
698
Kathmere Capital Management
Pennsylvania
$1.11M +$2.54K +13 +0.2%
SB
699
Strategic Blueprint
Georgia
$1.11M -$12.3K -63 -1%
MWG
700
Martin Worley Group
Utah
$1.11M -$15.2K -78 -1%
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