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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 %
FF
801
Friday Financial
Iowa
$790K +$975 +5 +0.1%
CJ
802
Caitlin John
Michigan
$788K +$54.8K +281 +7%
WI
803
WrapManager Inc
California
$787K -$13.7K -70 -2%
HWM
804
Hemington Wealth Management
Virginia
$787K – – –
KWA
805
Kingswood Wealth Advisors
California
$782K +$23.8K +122 +3%
KA
806
KDT Advisors
New York
$782K – – –
TSS
807
Two Sigma Securities
New York
$779K +$779K +3,994 New
JSL
808
JT Stratford LLC
Georgia
$779K +$66.9K +343 +9%
RF
809
RHS Financial
California
$778K +$527K +2,702 +210%
USCWA
810
U.S. Capital Wealth Advisors
Texas
$778K -$45K -231 -5%
HIP
811
HUB Investment Partners
Texas
$776K -$32K -164 -4%
EFP
812
Envision Financial Planning
Tennessee
$776K +$776K +3,977 New
GC
813
Grimes & Company
Massachusetts
$775K +$52.8K +271 +7%
Neuberger Berman Group
814
Neuberger Berman Group
New York
$774K -$390 -2 -0.1%
BWM
815
BCS Wealth Management
Tennessee
$772K +$77.2K +396 +11%
EFG
816
Embree Financial Group
Illinois
$767K -$585 -3 -0.1%
QFA
817
Quantum Financial Advisors
California
$766K +$23.6K +121 +3%
ACM
818
Armbruster Capital Management
New York
$763K – – –
PWA
819
Physician Wealth Advisors
Utah
$763K -$197K -1,011 -21%
VAG
820
VisionPoint Advisory Group
Texas
$762K +$762K +3,910 New
FWM
821
Fonville Wealth Management
Virginia
$762K +$99.4K +509 +15%
SCM
822
Spreng Capital Management
Ohio
$760K -$49.3K -253 -6%
WCM
823
Winebrenner Capital Management
Kentucky
$756K +$115K +591 +18%
AGWCA
824
Annis Gardner Whiting Capital Advisors
Florida
$753K -$39.2K -200 -5%
SIC
825
Sage Investment Counsel
Tennessee
$752K -$376K -1,927 -33%
31 32
33
34 35