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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,529 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 133 funds opening new positions, 509 increasing their positions, 602 reducing their positions, and 81 closing their positions.

Holders
1,529
Holders Change
+21
Holders Change %
+1.39%
% of All Funds
20.53%
Holding in Top 10
97
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.73%
% of All Funds
1.3%
New
133
Increased
509
Reduced
602
Closed
81
Calls
$2.17M
Puts
$273K
Net Calls
+$1.89M
Net Calls Change
-$4M

Top Buyers

1
PAS
1
Park Avenue Securities
New York
$78.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$161M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$98.7M
4
WL
4
WIT LLC
District of Columbia
$48.8M
5
AssetMark Inc
5
AssetMark Inc
California
$850M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.97B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$222M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$208M
4
UOMF
4
University of Maryland Foundation
Maryland
$0
5
CFFP
5
Center for Financial Planning
Michigan
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
76
Strategies Wealth Advisors
Michigan
$33.4M 171,025 +124 +0.1%
MFG
77
Merit Financial Group
Georgia
$33.1M 169,586 +136,943 +420%
WPW
78
Waldron Private Wealth
Pennsylvania
$32.9M 167,804 -409 -0.2%
Pathstone Holdings
79
Pathstone Holdings
New Jersey
$30.2M 162,441 +73,922 +84%
VFP
80
Verus Financial Partners
Virginia
$29.9M 148,415 -144,367 -49%
AMG
81
Asset Management Group
Connecticut
$29.1M 149,397 -1,292 -0.9%
US Bancorp
82
US Bancorp
Minnesota
$28.9M 147,872 +1,869 +1%
NA
83
NewEdge Advisors
Louisiana
$27.8M 142,693 +790 +0.6%
Comerica Bank
84
Comerica Bank
Texas
$27.5M 141,141 +606 +0.4%
FPAS
85
Focus Partners Advisor Solutions
Missouri
$27.2M 139,592 -953 -0.7%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$26.8M 137,603 -2,743 -2%
NQWM
87
Northwest Quadrant Wealth Management
Oregon
$26.4M 135,194 +559 +0.4%
WA
88
Wealth Architects
California
$26.2M 134,344 +6,792 +5%
MAM
89
Marotta Asset Management
Virginia
$25.9M 133,063 -3,944 -3%
EWM
90
Empirical Wealth Management
Washington
$25.9M 132,699 +9,475 +8%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$25.7M 132,031 -33,056 -20%
ML
92
McAdam LLC
Pennsylvania
$25.1M 128,647 +1,709 +1%
PAG
93
Private Advisor Group
New Jersey
$24.6M 126,038 -136 -0.1%
BWM
94
Brickley Wealth Management
California
$24.2M 124,223 +564 +0.5%
KAS
95
Kestra Advisory Services
Texas
$23.5M 120,548 +9,116 +8%
SCI
96
Silver Coast Investments
United States
$23M 117,826 +49,933 +74%
BIA
97
BHK Investment Advisors
Alabama
$22.9M 117,444 +2,003 +2%
PPW
98
Pasadena Private Wealth
California
$22.9M 117,238 -7,204 -6%
GFWA
99
Grey Fox Wealth Advisors
Delaware
$22.5M 114,766 +5,342 +5%
PMFA
100
Plante Moran Financial Advisors
Michigan
$22.4M 115,003 +37,858 +49%
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4
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