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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 %
SFG
1201
Snider Financial Group
Washington
$280K -$13.5K -69 -5%
LCM
1202
Lazari Capital Management
California
$279K +$50.9K +261 +22%
SFMG
1203
Sage Financial Management Group
Virginia
$278K -$7.4K -38 -3%
KFGK
1204
Keystone Financial Group (Kentucky)
Kentucky
$277K -$99.7K -511 -26%
DWM
1205
DecisionMap Wealth Management
Virginia
$277K -$17.9K -92 -6%
HCM
1206
Hollencrest Capital Management
California
$277K +$277K +1,421 New
YWM
1207
Yoder Wealth Management
California
$276K – – –
GLA
1208
Good Life Advisors
Pennsylvania
$276K +$5.46K +28 +2%
BC
1209
Burney Company
Virginia
$275K -$77.2K -396 -22%
CAM
1210
Creekmur Asset Management
Illinois
$274K – – –
BLFG
1211
Brian Low Financial Group
Louisiana
$274K +$274K +1,406 New
KCM
1212
Kanawha Capital Management
Virginia
$274K – – –
HAS
1213
Holland Advisory Services
Florida
$274K – – –
EK
1214
Evensky & Katz
Florida
$273K -$7.81K -40 -3%
FC
1215
Forte Capital
New York
$273K +$273K +1,399 New
IC
1216
Iconiq Capital
California
$273K -$4.1K -21 -1%
WHCI
1217
W.H. Cornerstone Investments
Massachusetts
$272K – – –
GWANC
1218
Guardian Wealth Advisors (North Carolina)
North Carolina
$269K – – –
MIA
1219
Milestone Investment Advisors
Wisconsin
$266K -$112K -573 -30%
UPS
1220
UHLMANN PRICE SECURITIES
Illinois
$266K -$32.8K -168 -11%
WAG
1221
Winthrop Advisory Group
Massachusetts
$263K +$28.6K +146 +12%
GHAM
1222
Gilman Hill Asset Management
Connecticut
$263K -$19.5K -100 -7%
GSWM
1223
Golden State Wealth Management
California
$263K -$47K -241 -15%
PPC
1224
Pennington Partners & Co
Maryland
$262K -$10.4K -53 -4%
RCAG
1225
Rehmann Capital Advisory Group
Michigan
$262K +$195 +1 +0.1%
47 48
49
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