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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,529 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 133 funds opening new positions, 509 increasing their positions, 602 reducing their positions, and 81 closing their positions.

Holders
1,529
Holders Change
+21
Holders Change %
+1.39%
% of All Funds
20.53%
Holding in Top 10
97
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.73%
% of All Funds
1.3%
New
133
Increased
509
Reduced
602
Closed
81
Calls
$2.17M
Puts
$273K
Net Calls
+$1.89M
Net Calls Change
-$4M

Top Buyers

1
PAS
1
Park Avenue Securities
New York
$78.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$161M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$98.7M
4
WL
4
WIT LLC
District of Columbia
$48.8M
5
AssetMark Inc
5
AssetMark Inc
California
$850M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.97B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$222M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$208M
4
UOMF
4
University of Maryland Foundation
Maryland
$0
5
CFFP
5
Center for Financial Planning
Michigan
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
51
Bragg Financial Advisors
North Carolina
$59.8M 306,523 +15,530 +5%
MAG
52
Mokosak Advisory Group
Iowa
$59.5M 305,009 +7,610 +3%
Creative Planning
53
Creative Planning
Kansas
$58.1M 297,801 -22,231 -7%
MIAS
54
Mason Investment Advisory Services
Virginia
$54.8M 281,121 -1,798 -0.6%
FAC
55
Financial Advisory Corporation
Michigan
$53.8M 275,782 +7,187 +3%
EWA
56
Exencial Wealth Advisors
Oklahoma
$53.4M 273,786 +10,970 +4%
SI
57
Stephens Inc
Arkansas
$52.7M 270,049 +4,490 +2%
Charles Schwab
58
Charles Schwab
California
$52.3M 268,007 -566 -0.2%
Cerity Partners
59
Cerity Partners
New York
$49.5M 253,816 +12,257 +5%
WL
60
WIT LLC
District of Columbia
$48.8M 250,167 +250,167 New
B
61
Bailard
California
$48.1M 246,697 +907 +0.4%
MML Investors Services
62
MML Investors Services
Massachusetts
$47.8M 245,196 +2,247 +0.9%
TSW
63
Thompson Siegel & Walmsley
Virginia
$46.6M 238,826 +333 +0.1%
ZF
64
Zhang Financial
Michigan
$46.2M 236,780 -8,253 -3%
IWA
65
Inspirion Wealth Advisors
Illinois
$45.2M 231,924 -2,709 -1%
APG
66
Abacus Planning Group
South Carolina
$40.1M 205,765 -11,442 -5%
SF
67
Summit Financial
New Jersey
$39.8M 203,262 +11,888 +6%
FG
68
Foster Group
Iowa
$39.8M 203,956 -1,323 -0.6%
Truist Financial
69
Truist Financial
North Carolina
$39.7M 203,501 -18,324 -8%
2L
70
25 LLC
Missouri
$37.3M 191,385 +6,985 +4%
EH
71
Equitable Holdings
New York
$36.7M 188,102 +4,200 +2%
CFM
72
Comprehensive Financial Management
California
$36.1M 184,376 – –
OWA
73
Opal Wealth Advisors
New York
$35.9M 184,022 +11,130 +6%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$34.4M 176,390 -52,569 -23%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$33.8M 173,386 -12,011 -6%
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