VBR icon

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 %
AHC
926
Anderson Hoagland & Co
Missouri
$562K – – –
TVAMP
927
Tennessee Valley Asset Management Partners
Tennessee
$560K +$13.5K +69 +2%
TCM
928
Traynor Capital Management
Pennsylvania
$559K +$559K +2,817 New
LWM
929
LJI Wealth Management
Indiana
$559K +$336K +1,722 +151%
CMMS
930
Comprehensive Money Management Services
Florida
$559K – – –
PTC
931
Private Trust Company
Ohio
$558K +$1.56K +8 +0.3%
AFG
932
Altiora Financial Group
Ohio
$558K – – –
HIA
933
Harbor Investment Advisory
Maryland
$557K +$50.3K +258 +10%
DWT
934
Dorsey & Whitney Trust
South Dakota
$554K -$136K -696 -20%
SCM
935
SOL Capital Management
Maryland
$551K – – –
VCM
936
Vivaldi Capital Management
Illinois
$551K – – –
PCM
937
Pointe Capital Management
Michigan
$549K – – –
FWA
938
FSM Wealth Advisors
Ohio
$547K -$4.19K -21 -0.8%
GGI
939
Godsey & Gibb Inc
Virginia
$544K – – –
UF
940
Univest Financial
Pennsylvania
$544K -$190K -975 -26%
EFL
941
ERn Financial LLC
Wisconsin
$543K -$1.17K -6 -0.2%
SCM
942
Saxony Capital Management
Missouri
$540K +$540K +2,771 New
MWM
943
Modern Wealth Management
Kansas
$540K -$15.8K -81 -3%
EAM
944
Empirical Asset Management
Massachusetts
$539K – – –
National Bank of Canada
945
National Bank of Canada
Quebec, Canada
$538K +$16K +82 +3%
SC
946
Stephens Consulting
Michigan
$535K +$156K +802 +41%
GP
947
Greenline Partners
New York
$532K -$405K -2,076 -43%
AF
948
Apollon Financial
South Carolina
$531K – – –
WAG
949
Windsor Advisory Group
Ohio
$530K – – –
SAM
950
Silvercrest Asset Management
New York
$528K -$112K -573 -17%
36 37
38
39 40