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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 %
IA
826
IFG Advisory
Georgia
$749K -$2.28M -11,687 -75%
MAM
827
McLean Asset Management
Virginia
$749K +$33.1K +165 +5%
AIM
828
Anchor Investment Management
South Carolina
$745K -$9.36K -48 -1%
WFPG
829
Waller Financial Planning Group
Ohio
$745K -$49.5K -254 -6%
AMM
830
American Money Management
California
$742K -$27.1K -139 -4%
OC
831
Oppenheimer & Co
New York
$739K -$2.15K -11 -0.3%
WH
832
Willner & Heller
California
$738K -$41.3K -212 -5%
SWA
833
Sightline Wealth Advisors
Connecticut
$736K -$25.7K -132 -3%
MWM
834
MorganRosel Wealth Management
Colorado
$732K -$5.56M -28,517 -88%
RIS
835
Richmond Investment Services
Wisconsin
$732K +$350K +1,795 +92%
WPA
836
Wealth Preservation Advisors
Tennessee
$731K – – –
LSPW
837
Lake Street Private Wealth
Illinois
$728K – – –
GWS
838
Glassman Wealth Services
Virginia
$726K – – –
GFL
839
Granite FO LLC
New Hampshire
$724K – – –
SHF
840
Stage Harbor Financial
Massachusetts
$722K -$61.6K -316 -8%
AWP
841
Accretive Wealth Partners
New Jersey
$722K – – –
PPW
842
Parcion Private Wealth
Washington
$721K -$24.4K -125 -3%
MCA
843
Magnolia Capital Advisors
Mississippi
$720K +$58.5K +300 +9%
SXL
844
Summit X LLC
Missouri
$711K +$356K +1,823 +100%
WFAG
845
Wescott Financial Advisory Group
Pennsylvania
$709K -$344K -1,765 -33%
AWM
846
Axxcess Wealth Management
California
$709K +$709K +3,638 New
LW
847
Libra Wealth
California
$707K +$195 +1 +0%
WC
848
Westhampton Capital
North Carolina
$707K – – –
MAG
849
Mayfair Advisory Group
Alabama
$707K +$20.2K +102 +3%
HPM
850
Hoxton Planning & Management
West Virginia
$703K +$105K +540 +18%
32 33
34
35 36