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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 %
TWC
1001
TD Waterhouse Canada
Ontario, Canada
$465K +$34.4K +173 +8%
CIAS
1002
Capital Investment Advisory Services
North Carolina
$464K -$6.83K -35 -1%
VCM
1003
Versant Capital Management
Arizona
$463K -$13.7K -70 -3%
OCM
1004
Orleans Capital Management
Louisiana
$463K +$463K +2,373 New
Russell Investments Group
1005
Russell Investments Group
United Kingdom
$462K +$105K +538 +29%
SCM
1006
Sebold Capital Management
Illinois
$456K -$24.2K -124 -5%
FI
1007
FWG Investments
Kentucky
$456K +$456K +2,336 New
RRA
1008
Round Rock Advisors
Connecticut
$455K – – –
CTA
1009
Camelot Technology Advisors
California
$454K – – –
WFA
1010
West Financial Advisors
Iowa
$453K +$91.1K +467 +25%
EWP
1011
Elevation Wealth Partners
California
$452K -$22.6K -116 -5%
NFP
1012
Narus Financial Partners
Utah
$452K +$37.4K +192 +9%
MA
1013
Montag & Associates
Georgia
$452K -$245K -1,252 -35%
NAMNJ
1014
NorthStar Asset Management (New Jersey)
New Jersey
$452K +$35.5K +182 +9%
CIC
1015
Carnegie Investment Counsel
Ohio
$451K -$25.4K -130 -5%
SCA
1016
STALEY CAPITAL ADVISERS
Pennsylvania
$451K – – –
CPWM
1017
Cypress Point Wealth Management
Texas
$450K – – –
TMWM
1018
Taylor & Morgan Wealth Management
Michigan
$449K – – –
CT
1019
Colonial Trust
South Carolina
$446K -$39.8K -204 -8%
FCP
1020
Fidelis Capital Partners
Florida
$445K – – –
BBA
1021
BLB&B Advisors
Pennsylvania
$445K +$20.1K +103 +5%
AWM
1022
Ariadne Wealth Management
California
$443K -$61.4K -297 -12%
CPP
1023
Capasso Planning Partners
South Carolina
$440K -$197K -1,012 -31%
BMCM
1024
Bryn Mawr Capital Management
Pennsylvania
$438K +$12.3K +63 +3%
DWM
1025
Dakota Wealth Management
Florida
$437K -$55K -282 -11%
39 40
41
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