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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 %
PW
951
Potentia Wealth
California
$528K – – –
VDI
952
Vaughan David Investments
Illinois
$527K +$527K +2,703 New
FFC
953
Frederick Financial Consultants
Maryland
$526K – – –
SWA
954
Sax Wealth Advisors
New Jersey
$525K -$29.2K -150 -5%
CWM
955
Collaborative Wealth Management
Florida
$523K -$42.3K -217 -7%
TWP
956
TFO Wealth Partners
Ohio
$523K -$11.3K -58 -2%
FIC
957
Family Investment Center
Missouri
$519K -$3.72K -19 -0.7%
RMA
958
Roffman Miller Associates
Pennsylvania
$519K -$19.9K -102 -4%
XPN
959
XY Planning Network
Montana
$518K +$287K +1,470 +124%
AT
960
American Trust
Kentucky
$516K +$516K +2,648 New
AWM
961
Aviso Wealth Management
Washington
$515K +$27.7K +142 +6%
PWP
962
Precedent Wealth Partners
Texas
$514K -$45.2K -232 -8%
RPSA
963
Richard P. Slaughter Associates
Texas
$513K -$670K -3,436 -57%
WCM
964
Wellington Capital Management
Maryland
$509K +$509K +2,612 New
STA
965
Smith Thornton Advisors
Alabama
$507K – – –
QHA
966
Quarry Hill Advisors
Minnesota
$507K -$3.12K -16 -0.6%
IAG
967
Investmark Advisory Group
Connecticut
$507K +$6.24K +32 +1%
SWM
968
Selective Wealth Management
Virginia
$506K – – –
TC
969
TownSquare Capital
Utah
$504K -$4.49M -23,041 -90%
MFG
970
MidWestOne Financial Group
Iowa
$502K -$89.7K -460 -15%
MMCM
971
Murphy & Mullick Capital Management
New York
$497K – – –
PA
972
Pinnacle Associates
New York
$494K -$42.3K -217 -8%
ISB
973
Iowa State Bank
Iowa
$494K – – –
CAM
974
Clark Asset Management
New Hampshire
$493K +$261K +1,337 +112%
RWI
975
Red Wave Investments
Pennsylvania
$493K -$9.17K -47 -2%
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