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 %
AA
1151
Argent Advisors
Louisiana
$312K – – –
PEA
1152
Park Edge Advisors
Ohio
$312K – – –
AWA
1153
Amplius Wealth Advisors
Pennsylvania
$310K – – –
CI
1154
Ceera Investments
Texas
$310K – – –
TH
1155
Team Hewins
California
$310K – – –
1SB
1156
1ST Source Bank
Indiana
$309K – – –
GKWIM
1157
Gerber Kawasaki Wealth & Investment Management
California
$307K -$8.78K -45 -3%
SWP
1158
Sagespring Wealth Partners
Tennessee
$306K +$306K +1,568 New
AP
1159
Appleton Partners
Massachusetts
$305K -$12.3K -63 -4%
FHC
1160
First Heartland Consultants
Missouri
$304K +$975 +5 +0.3%
CB
1161
Centennial Bank
Arkansas
$304K -$195K -1,000 -39%
PWM
1162
Penobscot Wealth Management
Maine
$304K +$304K +1,560 New
SFA
1163
Salus Financial Advisors
Colorado
$303K – – –
RC
1164
Rovin Capital
Arizona
$303K -$5.65K -29 -2%
LA
1165
LWM Advisors
California
$301K – – –
PFG
1166
PAX Financial Group
Texas
$301K -$162K -832 -35%
MPCL
1167
My Personal CFO LLC
Washington
$301K -$7.02K -36 -2%
SPW
1168
Sonoma Private Wealth
California
$300K – – –
JSW
1169
Journey Strategic Wealth
New Jersey
$300K -$38.2K -196 -11%
MAMG
1170
Milestone Asset Management Group
Connecticut
$300K +$48K +246 +19%
GJWM
1171
Gilliland Jeter Wealth Management
Arkansas
$300K – – –
NC
1172
North Capital
Utah
$299K -$1.95K -10 -0.6%
RSWA
1173
Robinson Smith Wealth Advisors
Maine
$298K – – –
FDW
1174
Fourth Dimension Wealth
Ohio
$298K -$138K -709 -32%
PCH
1175
PGIM Custom Harvest
New Jersey
$297K -$196K -1,007 -40%
45 46
47
48 49