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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 %
KF
1051
KKM Financial
Illinois
$400K – – –
RPGNY
1052
Retirement Planning Group (New York)
New York
$399K +$145K +741 +57%
DWMS
1053
Dominguez Wealth Management Solutions
Virginia
$395K – – –
BCA
1054
Ballentine Capital Advisors
South Carolina
$394K -$47.2K -242 -11%
SDJVC
1055
St. Denis J. Villere & Co
Louisiana
$394K – – –
GC
1056
Guidance Capital
Kentucky
$394K -$1.56K -8 -0.4%
WCM
1057
Winthrop Capital Management
Indiana
$393K – – –
NAS
1058
NWF Advisory Services
California
$392K -$33.4K -171 -8%
RG
1059
Rathbones Group
United Kingdom
$390K – – –
BAM
1060
Bosun Asset Management
Illinois
$390K – – –
AIM
1061
Athena Investment Management
California
$390K – – –
LPAM
1062
Lodestar Private Asset Management
California
$389K +$36.3K +186 +10%
CAS
1063
Coppell Advisory Solutions
Texas
$389K +$31.3K +160 +9%
BWP
1064
Burling Wealth Partners
Illinois
$388K – – –
DWP
1065
Daymark Wealth Partners
Ohio
$386K +$33.2K +170 +9%
BPFA
1066
Barnes Pettey Financial Advisors
Mississippi
$384K -$242K -1,242 -39%
TWM
1067
Thrive Wealth Management
Pennsylvania
$383K +$5.66K +29 +1%
WTC
1068
WhitTier Trust Company
Nevada
$383K +$29.6K +152 +8%
PB
1069
Pinnacle Bancorp
Nebraska
$383K -$24K -123 -6%
FTWA
1070
Fifth Third Wealth Advisors
Ohio
$382K +$382K +1,958 New
AWC
1071
Adamsbrown Wealth Consultants
Kansas
$382K +$4.1K +21 +1%
IFPL
1072
Investments & Financial Planning LLC
Kentucky
$379K +$4.68K +24 +1%
CFG
1073
Chapman Financial Group
Hawaii
$379K +$379K +1,945 New
CWA
1074
CM Wealth Advisors
Ohio
$377K +$42.1K +215 +13%
DF
1075
Dunhill Financial
United Kingdom
$377K -$30K -154 -7%
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