VBR icon

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 %
MWM
726
Meritas Wealth Management
California
$1.03M +$195 +1 +0%
TC
727
Trust Company
Kansas
$1.02M +$25.4K +130 +3%
HP
728
Holistic Planning
Texas
$1.02M +$23.6K +121 +2%
MFA
729
McClarren Financial Advisors
Pennsylvania
$1.02M +$72.2K +370 +8%
MFT
730
Moisand Fitzgerald Tamayo
Florida
$1.02M -$4.1K -21 -0.4%
FA
731
Fermata Advisors
California
$1.02M +$116K +597 +13%
IGGA
732
Iron Gate Global Advisors
Utah
$1.02M – – –
RPGK
733
Retirement Planning Group (Kansas)
Kansas
$1.02M +$4.29K +22 +0.4%
HNWAG
734
High Net Worth Advisory Group
Florida
$1.02M +$32K +164 +3%
FNBOMD
735
First National Bank of Mount Dora
Florida
$1.01M – – –
VWA
736
Visionary Wealth Advisors
Illinois
$999K +$281K +1,443 +39%
EW
737
Evoke Wealth
California
$999K – – –
D
738
Dentgroup
Louisiana
$997K -$111K -568 -10%
OWA
739
Octavia Wealth Advisors
Ohio
$993K -$86.2K -440 -8%
AA
740
Apriem Advisors
California
$989K +$356K +1,824 +56%
BWM
741
BKM Wealth Management
Wisconsin
$984K +$45.2K +232 +5%
MSFS
742
Main Street Financial Solutions
Pennsylvania
$981K -$5.85K -30 -0.6%
PPH
743
Pure Portfolios Holdings
Oregon
$979K +$467K +2,394 +91%
CWA
744
Canvas Wealth Advisors
Kansas
$967K +$151K +747 +19%
BIM
745
Baldwin Investment Management
Pennsylvania
$965K -$27.3K -140 -3%
BAMG
746
Brand Asset Management Group
Missouri
$963K -$145K -743 -13%
DAS
747
Diversify Advisory Services
Utah
$958K +$31K +153 +3%
PCA
748
Providence Capital Advisors
North Carolina
$957K +$957K +4,907 New
HFS
749
Hoge Financial Services
Pennsylvania
$953K +$22.8K +117 +2%
RFG
750
RFP Financial Group
Georgia
$952K -$221K -1,134 -19%
28 29
30
31 32