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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,508 hedge funds and large institutions have $16.2B invested in Vanguard Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 585 increasing their positions, 570 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,508
Holders Change
-63
Holders Change %
-4.01%
% of All Funds
20.49%
Holding in Top 10
104
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.86%
% of All Funds
1.41%
New
89
Increased
585
Reduced
570
Closed
114
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M

Top Buyers

1
AL
Aspiriant LLC
California
$287M
2
WANY
Wealthspire Advisors (New York)
New York
$66M
3
AssetMark Inc
AssetMark Inc
California
$778M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$124M
5
LPL Financial
LPL Financial
California
$259M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.17B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$243M
3
PAS
Park Avenue Securities
New York
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$90.7M
5
Betterment LLC
Betterment LLC
New York
$625M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
76
Opal Wealth Advisors
New York
$32.2M +$9.29M +49,884 +41%
SWA
77
Strategies Wealth Advisors
Michigan
$31.8M +$1.1M +5,920 +4%
WPW
78
Waldron Private Wealth
Pennsylvania
$31.3M -$887K -4,761 -3%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$30.8M -$899K -4,827 -3%
AMG
80
Asset Management Group
Connecticut
$28.1M +$601K +3,225 +2%
MAM
81
Marotta Asset Management
Virginia
$27.5M +$1.38M +6,872 +5%
US Bancorp
82
US Bancorp
Minnesota
$27.2M +$1.62M +8,671 +6%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$26.8M -$3.36M -18,026 -11%
NA
84
NewEdge Advisors
Louisiana
$26.4M +$208K +1,118 +0.8%
FPAS
85
Focus Partners Advisor Solutions
Missouri
$26.2M +$1.32M +7,069 +5%
Comerica Bank
86
Comerica Bank
Texas
$26.2M -$67.8K -364 -0.3%
SFA
87
Sequoia Financial Advisors
Ohio
$26.2M -$7.61M -40,849 -23%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$26.1M -$2.37M -12,736 -8%
CT
89
Coastline Trust
Rhode Island
$26M -$182K -975 -0.7%
SC
90
Sepio Capital
Utah
$25.4M +$1.62M +8,683 +7%
NQWM
91
Northwest Quadrant Wealth Management
Oregon
$25.1M +$151K +808 +0.6%
SF
92
Safeguard Financial
Wisconsin
$24.7M +$1.15M +6,147 +5%
WA
93
Wealth Architects
California
$23.8M -$375K -2,014 -2%
ML
94
McAdam LLC
Pennsylvania
$23.6M -$200K -1,073 -0.8%
PAG
95
Private Advisor Group
New Jersey
$23.5M +$775K +4,158 +3%
PPW
96
Pasadena Private Wealth
California
$23.2M +$1.23M +6,596 +6%
BWM
97
Brickley Wealth Management
California
$23M +$31.3K +168 +0.1%
EWM
98
Empirical Wealth Management
Washington
$23M +$1.36M +7,312 +6%
BIA
99
BHK Investment Advisors
Alabama
$21.5M -$2.41M -12,913 -10%
AI
100
Atria Investments
North Carolina
$21M -$280K -1,504 -1%
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4
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