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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 %
WTA
1101
Washington Trust Advisors
Massachusetts
$356K – – –
LNWWM
1102
Laird Norton Wetherby Wealth Management
California
$355K +$355K +1,820 New
HSBC Holdings
1103
HSBC Holdings
United Kingdom
$354K – – –
Vontobel Holding
1104
Vontobel Holding
Switzerland
$353K -$50.3K -258 -12%
CIC
1105
Cutler Investment Counsel
Oregon
$352K +$1.96K +10 +0.6%
FIA
1106
Foundations Investment Advisors
Arizona
$352K -$2.17M -11,135 -86%
C1AG
1107
Client 1st Advisory Group
Florida
$352K – – –
CB
1108
Cadence Bank
Mississippi
$352K +$975 +5 +0.3%
SA
1109
Strategic Advisors
New York
$349K -$900K -4,615 -72%
UFA
1110
Uptown Financial Advisors
Texas
$349K – – –
CA
1111
CoreCap Advisors
Michigan
$346K -$89.5K -459 -21%
AI
1112
Accredited Investors
Minnesota
$345K -$67.9K -348 -16%
CCG
1113
Coastwise Capital Group
California
$344K – – –
WCM
1114
WealthTrak Capital Management
Virginia
$342K +$21.8K +112 +7%
CAM
1115
Cidel Asset Management
Ontario, Canada
$341K – – –
ETC
1116
Exchange Traded Concepts
Oklahoma
$341K +$341K +1,748 New
CP
1117
Camelot Portfolios
Ohio
$340K -$14.8K -76 -4%
CWM
1118
Centurion Wealth Management
Virginia
$340K +$340K +1,742 New
GWM
1119
Grand Wealth Management
Michigan
$339K -$8.43K -43 -2%
AWM
1120
Accurate Wealth Management
Florida
$339K +$11K +54 +3%
SRC
1121
Sage Rhino Capital
California
$338K +$338K +1,735 New
JCM
1122
Jag Capital Management
Missouri
$337K – – –
MA
1123
MAS Advisors
Florida
$337K +$23.8K +122 +8%
A
1124
Argentarii
Ohio
$337K +$35.3K +181 +12%
GWSG
1125
GPS Wealth Strategies Group
Colorado
$336K -$18.3K -94 -5%
43 44
45
46 47