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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 %
CCIA
1251
Cherry Creek Investment Advisors
Colorado
$238K -$19.3K -99 -7%
HCA
1252
Harbour Capital Advisors
Virginia
$238K -$10K -50 -4%
FAIM
1253
Financial Advocates Investment Management
Washington
$238K -$977K -5,012 -80%
BFG
1254
Berger Financial Group
Minnesota
$237K -$19.9K -102 -8%
ACM
1255
Advisors Capital Management
New Jersey
$236K +$236K +1,212 New
LRPA
1256
L. Roy Papp & Associates
Arizona
$236K – – –
VBWMG
1257
Von Berge Wealth Management Group
California
$234K +$405 +2 +0.2%
IDA
1258
Intelligence Driven Advisers
California
$232K -$5.07K -26 -2%
DWM
1259
Defined Wealth Management
Oregon
$232K – – –
SWM
1260
SilverOak Wealth Management
Minnesota
$230K – – –
BWP
1261
Balboa Wealth Partners
Arizona
$229K +$229K +1,173 New
SL
1262
Salomon & Ludwin
Virginia
$229K +$401 +2 +0.2%
SFS
1263
Strategic Financial Services
New York
$227K – – –
EFG
1264
Ehrlich Financial Group
California
$227K +$9.75K +50 +4%
ALWM
1265
Andrews Lucia Wealth Management
California
$226K – – –
MAS
1266
Meeder Advisory Services
Ohio
$226K -$234K -1,200 -51%
SAM
1267
Synergy Asset Management
Washington
$226K +$226K +1,158 New
AIC
1268
Archer Investment Corporation
Indiana
$225K +$2.73K +14 +1%
HBW
1269
Hazlett, Burt & Watson
West Virginia
$225K -$83.9K -430 -27%
PCM
1270
Peirce Capital Management
Texas
$224K +$224K +1,148 New
VF
1271
Vawter Financial
Ohio
$223K -$2.48M -12,703 -92%
HIW
1272
Holos Integrated Wealth
Pennsylvania
$223K – – –
IIL
1273
Insight Inv LLC
California
$223K – – –
CDWM
1274
Campbell Deegan Wealth Management
Virginia
$223K -$64.4K -330 -22%
MPAM
1275
Murphy Pohlad Asset Management
Minnesota
$223K +$7.8K +40 +4%
49 50
51
52 53