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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 %
AFA
751
American Financial Advisors
Georgia
$949K +$949K +4,867 New
VWA
752
VSM Wealth Advisory
Maryland
$939K -$73.3K -376 -7%
KAM
753
KEB Asset Management
Illinois
$937K -$38.4K -197 -4%
BMCM
754
Burns Matteson Capital Management
New York
$932K -$5.07K -26 -0.5%
PHS
755
Pekin Hardy Strauss
Illinois
$928K +$186K +955 +25%
SW
756
Simplicity Wealth
New Jersey
$924K +$924K +4,736 New
LWM
757
LongView Wealth Management
Georgia
$922K -$29.3K -150 -3%
BFA
758
Beacon Financial Advisory
Ohio
$918K -$101K -517 -10%
PPA
759
Painted Porch Advisors
California
$917K +$90.7K +465 +11%
LFG
760
Larson Financial Group
Missouri
$913K -$7.41K -38 -0.8%
VP
761
Verisail Partners
Georgia
$904K +$2.34K +12 +0.3%
SIA
762
Soltis Investment Advisors
Utah
$900K +$43.9K +225 +5%
DI
763
Disciplined Investments
Oklahoma
$898K +$36.5K +187 +4%
SC
764
Sapient Capital
Indiana
$896K +$549K +2,804 +159%
PIA
765
Perennial Investment Advisors
California
$895K -$17.2K -88 -2%
HA
766
HFG Advisors
Ohio
$894K -$5.27K -27 -0.6%
BGA
767
Battery Global Advisors
Massachusetts
$890K – – –
KA
768
Kovack Advisors
Florida
$890K -$4.29K -22 -0.5%
NWAG
769
Net Worth Advisory Group
Utah
$889K +$632K +3,241 +246%
VAG
770
Vannoy Advisory Group
Texas
$886K -$47.8K -245 -5%
PCM
771
Prospera Capital Management
Arizona
$884K +$84.6K +432 +11%
GIA
772
Gladstone Institutional Advisory
Florida
$883K -$27.9K -143 -3%
FA
773
Financial Alternatives
California
$875K – – –
PWM
774
Paulson Wealth Management
Illinois
$874K -$184K -942 -17%
DWM
775
Dopkins Wealth Management
New York
$873K -$62K -318 -7%
29 30
31
32 33