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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 %
WA
901
Wealthstream Advisors
New York
$603K – – –
FCH
902
Freestone Capital Holdings
Washington
$599K -$1.17K -6 -0.2%
UI
903
Unconventional Investor
New Hampshire
$599K – – –
SFPG
904
Stonebridge Financial Planning Group
Florida
$598K -$203K -1,040 -25%
TWA
905
TCI Wealth Advisors
Arizona
$596K +$75.5K +387 +15%
EPM
906
Elm Partners Management
Pennsylvania
$592K -$129K -659 -18%
FFS
907
Founders Financial Securities
Maryland
$591K +$23.8K +122 +4%
GGS
908
Galvin Gaustad & Stein
Arizona
$591K -$147K -755 -20%
BI
909
Beckerman Institutional
New Jersey
$590K -$15.8K -81 -3%
AFA
910
Avant Financial Advisors
Texas
$589K – – –
ERIC
911
Eagle Rock Investment Company
Georgia
$588K +$152K +779 +35%
AWP
912
Axis Wealth Partners
Rhode Island
$587K -$54.6K -280 -9%
WCM
913
Weik Capital Management
Pennsylvania
$585K – – –
WWM
914
Woodside Wealth Management
Massachusetts
$585K – – –
BB
915
Busey Bank
Illinois
$583K -$53.8K -276 -8%
AR
916
Apeiron RIA
Texas
$582K -$5.27K -27 -0.9%
SCM
917
SCS Capital Management
Massachusetts
$582K +$322K +1,642 +123%
FWP
918
Forefront Wealth Partners
Texas
$576K +$35.7K +180 +7%
CA
919
Continuum Advisory
Idaho
$575K +$5.46K +28 +1%
CF
920
Centaurus Financial
California
$572K +$1.95K +10 +0.3%
SOAG
921
Silver Oak Advisory Group
Oregon
$569K -$82.2K -422 -13%
BC
922
Bowman & Company
Wisconsin
$566K -$228K -1,169 -29%
GC
923
Gibson Capital
Pennsylvania
$565K -$585 -3 -0.1%
TA
924
Tactive Advisors
Florida
$564K +$564K +2,895 New
AWA
925
Arete Wealth Advisors
Illinois
$563K -$466K -2,388 -45%
35 36
37
38 39