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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 %
LFAS
701
Level Four Advisory Services
Texas
$1.11M -$50.5K -259 -4%
CPA
702
Clear Point Advisors
New York
$1.1M -$10.1K -52 -0.9%
CCG
703
Chatham Capital Group
Georgia
$1.1M – – –
CFGSD
704
Compass Financial Group (South Dakota)
South Dakota
$1.1M +$33.3K +171 +3%
TCOT
705
Trust Company of Toledo
Ohio
$1.09M +$1.09M +5,593 New
SLT
706
St Louis Trust
Missouri
$1.09M +$163K +837 +18%
BCA
707
Bay Colony Advisors
Massachusetts
$1.08M -$142K -729 -12%
MAFA
708
MJT & Associates Financial Advisory
Minnesota
$1.08M -$11.3K -58 -1%
WS
709
Wedbush Securities
California
$1.08M +$23K +118 +2%
TDWM
710
Topel & Distasi Wealth Management
California
$1.07M – – –
MCM
711
MidAtlantic Capital Management
Virginia
$1.07M – – –
GIA
712
GHP Investment Advisors
Colorado
$1.07M -$585 -3 -0.1%
SWM
713
Silverlake Wealth Management
Vermont
$1.06M +$47.6K +244 +5%
CPRC
714
Consolidated Portfolio Review Corp
New York
$1.06M -$38.6K -198 -4%
SFC
715
Strategic Financial Concepts
Texas
$1.06M -$3.32K -17 -0.3%
TCM
716
TruNorth Capital Management
Michigan
$1.05M – – –
GC
717
Grange Capital
Oregon
$1.05M -$458K -2,351 -30%
CCM
718
Cambridge Capital Management
Illinois
$1.04M +$193K +989 +23%
RFA
719
Resurgent Financial Advisors
Georgia
$1.04M -$10.1K -52 -1%
TCA
720
Transcend Capital Advisors
New Jersey
$1.04M +$390 +2 +0%
SAG
721
SageView Advisory Group
California
$1.03M -$184K -910 -15%
BGAI
722
Bruce G. Allen Investments
Colorado
$1.03M -$40.4K -207 -4%
AFAS
723
Acorn Financial Advisory Services
Virginia
$1.03M -$337K -1,729 -25%
KWMG
724
King Wealth Management Group
Florida
$1.03M -$24.2K -124 -2%
PA
725
Prossimo Advisors
California
$1.03M -$1.39M -7,130 -58%
27 28
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