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Vanguard Small-Cap Value ETF
VBR

1,572 hedge funds and large institutions have $17.8B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 577 increasing their positions, 582 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $1.71M

56% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 75

7% more capital invested

Capital invested by funds: $16.7B → $17.8B (+$1.13B)

1% more funds holding

Funds holding: 1,559 → 1,572 (+13)

0.15% more ownership

Funds ownership: 56.79% → 56.95% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 582

5% less funds holding in top 10

Funds holding in top 10: 98 → 93 (-5)

Holders
1,572
Holders Change
+13
Holders Change %
+0.83%
% of All Funds
20.63%
Holding in Top 10
93
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.1%
% of All Funds
1.22%
New
117
Increased
577
Reduced
582
Closed
75
Calls
$13.7M
Puts
$1.71M
Net Calls
+$12M
Net Calls Change
+$2.13M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$42.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$38.9M
3
WIA
World Investment Advisors
California
+$25.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.3M
5
BW
Balance Wealth
Ohio
+$20.5M

Top Sellers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
-$48.3M
2
UBS Group
UBS Group
Switzerland
-$37.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$32M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.3M
5
Betterment LLC
Betterment LLC
New York
-$20.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1176
LWM Advisors
California
$322K -$204 -1 -0.1%
MAMG
1177
Milestone Asset Management Group
Connecticut
$322K +$1.23K +6 +0.4%
NC
1178
North Capital
Utah
$322K +$1.64K +8 +0.5%
PWM
1179
Penobscot Wealth Management
Maine
$322K -$3.88K -19 -1%
GJWM
1180
Gilliland Jeter Wealth Management
Arkansas
$321K – – –
OFI
1181
Outbound Financial Inc
Colorado
$320K – – –
GWP
1182
Gateway Wealth Partners
Wisconsin
$320K +$4.91K +24 +2%
RSWA
1183
Robinson Smith Wealth Advisors
Maine
$319K – – –
CAM
1184
Columbia Asset Management
Michigan
$318K +$13.3K +65 +4%
FT
1185
Fiduciary Trust
Massachusetts
$317K -$34.6K -169 -10%
BWS
1186
BCR Wealth Strategies
Alabama
$315K +$310K +1,514 New
SW
1187
SVB Wealth
Massachusetts
$313K +$78.7K +385 +35%
RBC
1188
Romano Brothers & Co
Illinois
$311K – – –
LA
1189
LexAurum Advisors
Kansas
$309K +$6.34K +31 +2%
MWP
1190
Meredith Wealth Planning
Illinois
$308K – – –
VPWA
1191
Vestia Personal Wealth Advisors
Indiana
$308K +$1.23K +6 +0.4%
BWP
1192
Barlow Wealth Partners
Kentucky
$308K -$18K -88 -6%
PFGIA
1193
Patriot Financial Group Insurance Agency
Massachusetts
$307K +$87.5K +428 +41%
SA
1194
Stewardship Advisors
Pennsylvania
$307K -$7.57K -37 -2%
GAG
1195
GM Advisory Group
New York
$305K +$818 +4 +0.3%
KFGK
1196
Keystone Financial Group (Kentucky)
Kentucky
$304K +$7.36K +36 +3%
JWM
1197
Jeppson Wealth Management
California
$304K – – –
FDW
1198
Fourth Dimension Wealth
Ohio
$301K -$17.2K -84 -5%
SFG
1199
Snider Financial Group
Washington
$300K – – –
LCM
1200
Lazari Capital Management
California
$300K +$1.23K +6 +0.4%
46 47
48
49 50

VBR Hedge Fund Activity: Q3 2025 in Review

1,572 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q3 2025, worth a combined $17.8B — up 6.7% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new VBR positions and 75 closed out — a net gain of 42 holders — while 577 added to existing stakes and 582 trimmed.

The largest buyer was Bank of America, adding an estimated $42.8M. The largest seller was Mather Group, cutting an estimated $48.3M.

  • 1,572 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q3 2025, up from 1,559 in Q2 2025.
  • Funds reported $17.8B of Vanguard Small-Cap Value ETF stock for Q3 2025, up 6.7% quarter-over-quarter.
  • 117 funds opened new Vanguard Small-Cap Value ETF positions in Q3 2025 and 75 closed out, a net change of +42 holders.
  • The largest Vanguard Small-Cap Value ETF buyer in Q3 2025 was Bank of America, an estimated $42.8M added.
  • The largest Vanguard Small-Cap Value ETF seller in Q3 2025 was Mather Group, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2025.