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Vanguard Small-Cap Value ETF
VBR

1,524 hedge funds and large institutions have $16.2B invested in Vanguard Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 595 increasing their positions, 573 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

451% more call options, than puts

Call options by funds: $7.19M | Put options by funds: $1.3M

4% more repeat investments, than reductions

Existing positions increased: 595 | Existing positions reduced: 573

0.35% less ownership

Funds ownership: 57.79% → 57.44% (-0.35%)

4% less funds holding

Funds holding: 1,587 → 1,524 (-63)

13% less funds holding in top 10

Funds holding in top 10: 120 → 105 (-15)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 120

38% less capital invested

Capital invested by funds: $26.3B → $16.2B (-$10B)

Holders
1,524
Holders Change
-63
Holders Change %
-3.97%
% of All Funds
20.43%
Holding in Top 10
105
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.5%
% of All Funds
1.41%
New
89
Increased
595
Reduced
573
Closed
120
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M

Top Buyers

Rank Fund Capital Flow
1
SWA
SOA Wealth Advisors
New York
+$72.3M
2
AL
Aspiriant LLC
California
+$62.7M
3
WANY
Wealthspire Advisors (New York)
New York
+$36M
4
AssetMark Inc
AssetMark Inc
California
+$34.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$287M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$215M
3
PAS
Park Avenue Securities
New York
-$65.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$47.3M
5
Betterment LLC
Betterment LLC
New York
-$38.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1176
Schrum Private Wealth Management
Florida
$280K – – –
EG
1177
Ellerson Group
Maryland
$279K – – –
JWM
1178
Jeppson Wealth Management
California
$279K +$296K +1,498 New
HIS
1179
Horizon Investment Services
Indiana
$278K -$790 -4 -0.3%
RBC
1180
Romano Brothers & Co
Illinois
$277K +$1.98K +10 +0.7%
AWM
1181
Accurate Wealth Management
Florida
$276K -$17.4K -88 -5%
WCWM
1182
Willow Creek Wealth Management
California
$276K – – –
HL
1183
HeadInvest LLC
Maine
$275K – – –
LL
1184
LPWM LLC
Minnesota
$274K -$22.1K -112 -7%
CDWM
1185
Campbell Deegan Wealth Management
Virginia
$274K -$39.5K -200 -12%
LA
1186
LexAurum Advisors
Kansas
$274K +$18.2K +92 +7%
SFMG
1187
Sage Financial Management Group
Virginia
$273K – – –
IA
1188
Inspire Advisors
Idaho
$271K -$29.2K -148 -9%
GHAM
1189
Gilman Hill Asset Management
Connecticut
$270K -$4.94K -25 -2%
HWMC
1190
Heritage Wealth Management (California)
California
$269K +$13K +66 +5%
EK
1191
Evensky & Katz
Florida
$268K +$1.58K +8 +0.6%
SA
1192
Stewardship Advisors
Pennsylvania
$268K +$34.2K +173 +14%
WP
1193
Westmount Partners
California
$266K +$69.1K +350 +33%
BWP
1194
Barlow Wealth Partners
Kentucky
$265K – – –
IC
1195
Iconiq Capital
California
$264K – – –
NEWAS
1196
N.E.W. Advisory Services
Wisconsin
$264K +$37.5K +190 +15%
YWM
1197
Yoder Wealth Management
California
$264K – – –
CAM
1198
Columbia Asset Management
Michigan
$262K – – –
CAM
1199
Creekmur Asset Management
Illinois
$262K +$1.78K +9 +0.6%
KCM
1200
Kanawha Capital Management
Virginia
$262K -$39.5K -200 -12%
46 47
48
49 50

VBR Hedge Fund Activity: Q1 2025 in Review

1,524 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q1 2025, worth a combined $16.2B — down 38% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VBR and 89 opened new positions — a net loss of 31 holders — while 573 trimmed existing stakes and 595 added.

The largest buyer was SOA Wealth Advisors, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $287M.

  • 1,524 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q1 2025, down from 1,587 in Q4 2024.
  • Funds reported $16.2B of Vanguard Small-Cap Value ETF stock for Q1 2025, down 38% quarter-over-quarter.
  • 89 funds opened new Vanguard Small-Cap Value ETF positions in Q1 2025 and 120 closed out, a net change of -31 holders.
  • The largest Vanguard Small-Cap Value ETF buyer in Q1 2025 was SOA Wealth Advisors, an estimated $72.3M added.
  • The largest Vanguard Small-Cap Value ETF seller in Q1 2025 was Bank of America, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2025.