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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 %
AA
776
Aire Advisors
California
$873K -$16.2K -83 -2%
GIM
777
Goelzer Investment Management
Indiana
$865K +$1.17K +6 +0.1%
CNBT
778
Canandaigua National Bank & Trust
New York
$861K -$3.51K -18 -0.4%
CSIA
779
Conrad Siegel Investment Advisors
Pennsylvania
$846K -$17.7K -91 -2%
RWM
780
Ritholtz Wealth Management
New York
$845K -$9.95K -51 -1%
IA
781
IFG Advisors
Missouri
$842K +$10.5K +54 +1%
QCG
782
Quadrant Capital Group
Ohio
$840K -$282K -1,445 -25%
TWP
783
Tyche Wealth Partners
Texas
$838K +$1.95K +10 +0.2%
GLLW
784
Graves Light Lenhart Wealth
Virginia
$834K +$35.9K +184 +4%
CFG
785
Citizens Financial Group
Rhode Island
$832K +$148K +756 +22%
MWM
786
Marion Wealth Management
Pennsylvania
$831K +$831K +4,261 New
MA
787
Mezzasalma Advisors
New Jersey
$829K -$19.5K -100 -2%
CAL
788
Capital Analysts LLC
Pennsylvania
$829K -$94.6K -485 -10%
JCIA
789
Jackson Creek Investment Advisors
Colorado
$829K +$28.1K +144 +4%
DWA
790
Dougherty Wealth Advisers
Minnesota
$829K – – –
JCM
791
Jacobi Capital Management
Pennsylvania
$829K -$8K -41 -1%
CAC
792
Certified Advisory Corp
Florida
$825K +$460K +2,361 +126%
BWA
793
Bestgate Wealth Advisors
Maryland
$822K – – –
CHC
794
City Holding Co
West Virginia
$819K -$10.9K -56 -1%
CGL
795
Clarius Group LLC
Washington
$819K – – –
ST
796
Smithfield Trust
Pennsylvania
$815K -$46.6K -239 -5%
T
797
Transce3nd
Texas
$807K +$123K +633 +18%
SAI
798
Savvy Advisors Inc
New York
$805K +$146K +748 +22%
BI
799
Berkeley Inc
Idaho
$798K -$4.88K -25 -0.6%
RFP
800
Root Financial Partners
California
$797K -$493K -2,528 -38%
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