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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,529 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 133 funds opening new positions, 509 increasing their positions, 602 reducing their positions, and 81 closing their positions.

Holders
1,529
Holders Change
+21
Holders Change %
+1.39%
% of All Funds
20.53%
Holding in Top 10
97
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.73%
% of All Funds
1.3%
New
133
Increased
509
Reduced
602
Closed
81
Calls
$2.17M
Puts
$273K
Net Calls
+$1.89M
Net Calls Change
-$4M

Top Buyers

1
PAS
1
Park Avenue Securities
New York
$78.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$161M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$98.7M
4
WL
4
WIT LLC
District of Columbia
$48.8M
5
AssetMark Inc
5
AssetMark Inc
California
$850M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.97B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$222M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$208M
4
UOMF
4
University of Maryland Foundation
Maryland
$0
5
CFFP
5
Center for Financial Planning
Michigan
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
101
Shakespeare Wealth Management
Wisconsin
$21.4M 109,603 +4,327 +4%
TWP
102
Total Wealth Planning
Ohio
$21M 107,740 +8,428 +8%
FA
103
Fiducient Advisors
Illinois
$20.7M 105,438 +48,861 +86%
AWAG
104
ARS Wealth Advisors Group
Florida
$20.2M 103,560 -1,986 -2%
AI
105
Atria Investments
North Carolina
$20.1M 103,130 -9,384 -8%
BPA
106
Beacon Pointe Advisors
California
$19.8M 101,497 +8,125 +9%
PIFP
107
Partners in Financial Planning
Virginia
$19.6M 100,573 +2,185 +2%
PP
108
PDS Planning
Ohio
$19.5M 100,246 -5,179 -5%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$19.5M 100,061 -43,537 -30%
CT
110
Coastline Trust
Rhode Island
$19.1M 97,873 -41,951 -30%
AWA
111
Aaron Wealth Advisors
Illinois
$18.8M 96,575 -3,533 -4%
AW
112
Avion Wealth
Texas
$18.4M 94,436 +7,507 +9%
SIM
113
Studio Investment Management
Illinois
$18.3M 93,413 -6,334 -6%
AAS
114
Avantax Advisory Services
Texas
$18.3M 93,804 +19,241 +26%
WMWM
115
Whitaker-Myers Wealth Managers
Ohio
$18.2M 93,548 +8,594 +10%
Kovitz Investment Group Partners
116
Kovitz Investment Group Partners
Illinois
$18.2M 93,131 +26,488 +40%
AWM
117
Avior Wealth Management
Nebraska
$18.1M 92,876 -763 -0.8%
TFP
118
TrueWealth Financial Partners
Washington
$17.3M 88,775 +2,642 +3%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$17.3M 88,474 -5,666 -6%
GFA
120
Gallagher Fiduciary Advisors
Illinois
$17M 87,206 -2,571 -3%
SIA
121
Strategic Investment Advisors
Michigan
$16.7M 85,269 +9,617 +13%
EF
122
Empowered Funds
Pennsylvania
$16.6M 85,268 +80,125 +1,558%
JIC
123
Johnson Investment Counsel
Ohio
$16.4M 84,267 +1,006 +1%
SFA
124
Sequoia Financial Advisors
Ohio
$15.9M 81,670 -58,734 -42%
GIM
125
Glenmede Investment Management
Pennsylvania
$15.7M 80,551 +80,551 New
3 4
5
6 7