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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,508 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, 585 increasing their positions, 570 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,508
Holders Change
-63
Holders Change %
-4.01%
% of All Funds
20.49%
Holding in Top 10
104
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.86%
% of All Funds
1.41%
New
89
Increased
585
Reduced
570
Closed
114
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M

Top Buyers

1
AL
Aspiriant LLC
California
$287M
2
WANY
Wealthspire Advisors (New York)
New York
$66M
3
AssetMark Inc
AssetMark Inc
California
$778M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$124M
5
LPL Financial
LPL Financial
California
$259M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.17B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$243M
3
PAS
Park Avenue Securities
New York
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$90.7M
5
Betterment LLC
Betterment LLC
New York
$625M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$20.8M +$759K +4,072 +4%
GFWA
102
Grey Fox Wealth Advisors
Delaware
$20.4M +$862K +4,625 +4%
KWM
103
Kaydan Wealth Management
Michigan
$20M -$6.57M -35,279 -25%
AWAG
104
ARS Wealth Advisors Group
Florida
$19.7M -$422K -2,263 -2%
PP
105
PDS Planning
Ohio
$19.6M +$2.42M +13,009 +14%
SWM
106
Shakespeare Wealth Management
Wisconsin
$19.6M +$869K +4,663 +5%
AWA
107
Aaron Wealth Advisors
Illinois
$18.6M +$741K +3,980 +4%
SIM
108
Studio Investment Management
Illinois
$18.6M -$428K -2,298 -2%
TWP
109
Total Wealth Planning
Ohio
$18.5M +$430K +2,310 +2%
PIFP
110
Partners in Financial Planning
Virginia
$18.3M +$878K +4,711 +5%
HC
111
Hillman Company
Pennsylvania
$17.9M +$6.19M +33,234 +53%
CWM
112
Congress Wealth Management
Massachusetts
$17.5M +$5.37M +28,808 +44%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$17.5M -$1.46M -7,822 -8%
AWM
114
Avior Wealth Management
Nebraska
$17.4M -$504K -2,705 -3%
BPA
115
Beacon Pointe Advisors
California
$17.4M -$236K -1,266 -1%
AW
116
Avion Wealth
Texas
$17.2M +$19.8K +100 +0.1%
GFA
117
Gallagher Fiduciary Advisors
Illinois
$16.7M +$76.6K +411 +0.5%
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$16.5M +$3.9M +20,910 +31%
TFP
119
TrueWealth Financial Partners
Washington
$16M +$151K +812 +1%
SPIA
120
Steward Partners Investment Advisory
New York
$16M +$677K +3,632 +4%
WMWM
121
Whitaker-Myers Wealth Managers
Ohio
$15.8M +$1.39M +7,486 +10%
RFS
122
Retirement Financial Solutions
Tennessee
$15.7M -$2.51M -13,480 -14%
CA
123
Capital Advantage
California
$15.6M – – –
JIC
124
Johnson Investment Counsel
Ohio
$15.5M +$302K +1,623 +2%
GT
125
Glenmede Trust
Pennsylvania
$15.3M -$371K -1,990 -2%
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5
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