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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 %
FH
1026
Financial Harvest
Florida
$434K +$434K +2,228 New
FDDB
1027
Fidelity D&D Bancorp
Pennsylvania
$434K -$561K -2,875 -56%
IIA
1028
IPG Investment Advisors
California
$433K – – –
BPC
1029
Bearing Point Capital
Minnesota
$429K +$429K +2,200 New
RIM
1030
Redwood Investment Management
Arizona
$427K +$427K +2,190 New
LL
1031
LPWM LLC
Minnesota
$421K +$134K +688 +47%
HCP
1032
Hardin Capital Partners
South Carolina
$421K +$15.3K +77 +4%
FB
1033
Finward Bancorp
Indiana
$420K +$2.15K +11 +0.5%
IIA
1034
Integral Investment Advisors
California
$420K +$111K +570 +36%
BA
1035
Bristlecone Advisors
Washington
$419K +$312K +1,600 +290%
SS
1036
SBI Securities
Japan
$419K -$69K -354 -14%
TFCP
1037
Twin Focus Capital Partners
Massachusetts
$416K +$25.5K +131 +7%
SAM
1038
Smartleaf Asset Management
Massachusetts
$415K -$147K -752 -26%
WKWM
1039
Walter & Keenan Wealth Management
Indiana
$414K -$105K -540 -20%
KCFA
1040
Key Client Fiduciary Advisors
New Jersey
$414K -$8.39K -43 -2%
PWW
1041
Pettyjohn Wood & White
Virginia
$413K – – –
HSA
1042
HBK Sorce Advisory
Pennsylvania
$413K -$221K -1,135 -35%
MAM
1043
MWA Asset Management
Massachusetts
$412K -$117K -600 -22%
BIA
1044
Bell Investment Advisors
California
$410K -$44.3K -227 -10%
NA
1045
Nottingham Advisors
New York
$409K -$12.3K -63 -3%
FF
1046
Financial Futures
New Jersey
$409K -$5.27K -27 -1%
IRAG
1047
Investment Research & Advisory Group
Georgia
$406K +$406K +2,083 New
VPIM
1048
Vanguard Personalized Indexing Management
California
$404K -$1.76K -9 -0.4%
PWM
1049
Provident Wealth Management
Tennessee
$401K – – –
VFPW
1050
Vantage Financial Partners (Wisconsin)
Wisconsin
$400K -$20.3K -104 -5%
40 41
42
43 44