VBR icon

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 %
OPPS
1126
Obsidian Personal Planning Solutions
Maryland
$336K – – –
BWM
1127
Benchmark Wealth Management
Connecticut
$334K -$24.4K -125 -7%
EWM
1128
Evercore Wealth Management
New York
$334K – – –
WAM
1129
WNY Asset Management
New York
$333K +$19.5K +100 +6%
CCFM
1130
Clear Creek Financial Management
Washington
$331K -$160K -822 -33%
MWM
1131
Melfa Wealth Management
Massachusetts
$330K +$2.93K +15 +0.9%
FT
1132
Fiduciary Trust
Massachusetts
$329K -$73.7K -378 -18%
DT
1133
Diversified Trust
Tennessee
$328K +$328K +1,681 New
NAS
1134
Nicolet Advisory Services
Wisconsin
$327K -$12.3K -63 -4%
NEPWA
1135
New England Private Wealth Advisors
Massachusetts
$327K +$1.4K +7 +0.4%
AWM
1136
Accel Wealth Management
Iowa
$327K +$1.95K +10 +0.6%
BP
1137
BWM Planning
Texas
$322K – – –
CIA
1138
Capital Investment Advisors
Georgia
$319K +$47.8K +245 +18%
MIM
1139
Marco Investment Management
Georgia
$318K – – –
KDA
1140
Kraft Davis & Associates
Missouri
$318K -$1.92M -9,481 -86%
SB
1141
Semitam Bonam
New York
$318K +$318K +1,630 New
AC
1142
Annandale Capital
Texas
$317K – – –
PWMAG
1143
Pinnacle Wealth Management Advisory Group
New Jersey
$317K -$42.3K -217 -12%
KPWM
1144
KDK Private Wealth Management
Texas
$316K -$3.12K -16 -1%
TA
1145
TPG Advisors
Illinois
$315K +$54.6K +280 +21%
BWP
1146
Barlow Wealth Partners
Kentucky
$315K +$18.5K +92 +6%
WJA
1147
Willis Johnson & Associates
Texas
$314K – – –
VCA
1148
Verdence Capital Advisors
Maryland
$314K -$199K -1,018 -39%
PAIM
1149
Punch & Associates Investment Management
Minnesota
$314K +$88.9K +456 +40%
BF
1150
Bonfire Financial
Colorado
$313K -$980 -5 -0.3%
44 45
46
47 48