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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 %
HAP
1176
Harbor Asset Planning
Massachusetts
$297K +$297K +1,523 New
WCWM
1177
Willow Creek Wealth Management
California
$295K +$6.05K +31 +2%
CA
1178
Calton & Associates
Florida
$294K +$294K +1,510 New
GWP
1179
Gateway Wealth Partners
Wisconsin
$294K +$294K +1,507 New
SA
1180
Stewardship Advisors
Pennsylvania
$294K +$13.7K +70 +5%
Kayne Anderson Rudnick Investment Management
1181
Kayne Anderson Rudnick Investment Management
California
$294K -$242K -1,240 -45%
SPWM
1182
Schrum Private Wealth Management
Florida
$293K – – –
KP
1183
Keel Point
Alabama
$293K -$50.7K -260 -15%
EG
1184
Ellerson Group
Maryland
$293K – – –
HFA
1185
Hippocratic Financial Advisors
California
$292K -$35.7K -183 -11%
RBC
1186
Romano Brothers & Co
Illinois
$291K +$1.17K +6 +0.4%
HIS
1187
Horizon Investment Services
Indiana
$289K -$2.15K -11 -0.7%
CCMG
1188
Clark Capital Management Group
Pennsylvania
$289K -$40.6K -208 -12%
MWP
1189
Meredith Wealth Planning
Illinois
$288K +$288K +1,477 New
IA
1190
Inspire Advisors
Idaho
$288K +$3.51K +18 +1%
VPWA
1191
Vestia Personal Wealth Advisors
Indiana
$287K -$10.9K -56 -4%
HIS
1192
Harvest Investment Services
Illinois
$286K +$286K +1,465 New
AWM
1193
Austin Wealth Management
Texas
$284K -$51.2K -258 -15%
CAM
1194
Columbia Asset Management
Michigan
$284K +$9.75K +50 +4%
GAG
1195
GM Advisory Group
New York
$284K +$13.6K +70 +5%
JWM
1196
Jeppson Wealth Management
California
$284K -$8.39K -43 -3%
RBFC
1197
Roman Butler Fullerton & Co
Missouri
$284K – – –
PAS
1198
PKS Advisory Services
New York
$283K -$234K -1,117 -45%
IAIM
1199
International Assets Investment Management
Florida
$283K +$12.5K +64 +5%
LA
1200
LexAurum Advisors
Kansas
$282K -$4.88K -25 -2%
46 47
48
49 50