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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 %
CWP
1076
Curated Wealth Partners
California
$376K – – –
RI
1077
Ridgewood Investments
New Jersey
$375K -$36.3K -186 -9%
WBCM
1078
Wilson & Boucher Capital Management
California
$375K – – –
CWS
1079
Confluence Wealth Services
Pennsylvania
$374K +$114K +586 +44%
AGC
1080
Aspen Grove Capital
Colorado
$372K -$58.8K -300 -14%
RC
1081
Rexford Capital
Texas
$371K +$371K +1,900 New
WA
1082
Wambolt & Associates
Colorado
$368K -$9.14K -46 -2%
VPF
1083
Vantage Point Financial
Illinois
$368K +$2.54K +13 +0.7%
ONSWM
1084
Old North State Wealth Management
North Carolina
$367K +$367K +1,879 New
SA
1085
Skyline Advisors
Washington
$367K – – –
EFG
1086
Ethos Financial Group
Pennsylvania
$366K +$366K +1,868 New
VCP
1087
Vista Capital Partners
Oregon
$364K -$17.9K -92 -5%
CAL
1088
Capital Advisors Ltd
Ohio
$362K -$2.54K -13 -0.7%
BA
1089
Brightwater Advisory
Florida
$362K – – –
NHT
1090
New Hampshire Trust
New Hampshire
$362K -$585 -3 -0.2%
SSWM
1091
Smith Salley Wealth Management
North Carolina
$360K +$360K +1,847 New
SIC
1092
Sterling Investment Counsel
New York
$360K +$13.3K +68 +4%
CFS
1093
CGC Financial Services
Oregon
$359K – – –
S4W
1094
Solutions 4 Wealth
Texas
$359K – – –
HWA
1095
HHM Wealth Advisors
Tennessee
$359K +$192K +983 +115%
BI
1096
Binnacle Investments
Iowa
$358K +$15.8K +81 +5%
SFS
1097
Summit Financial Strategies
Ohio
$358K +$975 +5 +0.3%
MMHP
1098
Murphy Middleton Hinkle & Parker
Georgia
$357K – – –
STA
1099
Summit Trail Advisors
New York
$357K +$357K +1,822 New
NLP
1100
Next Level Private
New York
$357K -$4.87K -25 -1%
42 43
44
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