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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 %
CTA
851
Chesley Taft & Associates
Illinois
$700K -$7.8K -40 -1%
SCA
852
Snowden Capital Advisors
New York
$692K -$40.4K -206 -6%
EWM
853
Evermay Wealth Management
Virginia
$690K -$15.4K -79 -2%
BCM
854
Becker Capital Management
Oregon
$689K +$2.94K +15 +0.4%
KNFPWM
855
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$688K -$3.9K -20 -0.6%
AFO
856
Arrowroot Family Office
California
$688K +$688K +3,527 New
LPP
857
Life Planning Partners
Florida
$687K -$13.7K -70 -2%
KA
858
Klingman & Associates
New York
$687K +$11.3K +58 +2%
Franklin Resources
859
Franklin Resources
California
$685K -$9.75K -50 -1%
VIA
860
Victrix Investment Advisors
Florida
$683K +$370K +1,897 +118%
APIM
861
Agate Pass Investment Management
Washington
$683K -$14.2K -73 -2%
OHWA
862
Oak Hill Wealth Advisors
Virginia
$681K -$19K -95 -3%
CBA
863
Coastal Bridge Advisors
Connecticut
$680K +$85.2K +437 +14%
DSA
864
Droms Strauss Advisors
Missouri
$680K +$186K +956 +38%
TAM
865
Townsend Asset Management
North Carolina
$679K -$56.7K -291 -8%
MPW
866
Magnolia Private Wealth
Pennsylvania
$677K -$33.2K -170 -5%
GWS
867
Greykasell Wealth Strategies
California
$675K +$44.3K +227 +7%
MP
868
McDonald Partners
Ohio
$664K – – –
MWP
869
Madison Wealth Partners
Wisconsin
$662K -$390 -2 -0.1%
BlackRock
870
BlackRock
New York
$661K +$111K +567 +20%
YWM
871
Yukon Wealth Management
Kansas
$650K -$224K -1,148 -26%
LPT
872
Legacy Private Trust
Wisconsin
$650K -$155K -795 -19%
ECM
873
Evergreen Capital Management
Washington
$643K – – –
CAM
874
Cozad Asset Management
Illinois
$643K – – –
BFC
875
Bedel Financial Consulting
Indiana
$642K +$195 +1 +0%
33 34
35
36 37