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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 %
SMA
1276
Seven Mile Advisory
New Jersey
$221K – – –
CWM
1277
Connecticut Wealth Management
Connecticut
$220K -$18.1K -93 -8%
SA
1278
Sovran Advisors
California
$220K +$220K +1,100 New
AWM
1279
Angeles Wealth Management
California
$220K +$195 +1 +0.1%
PIA
1280
Pinion Investment Advisors
Kansas
$219K +$219K +1,125 New
MWM
1281
Maridea Wealth Management
New York
$218K – – –
LFA
1282
Lauterbach Financial Advisors
Texas
$218K +$218K +1,117 New
SW
1283
SVB Wealth
Massachusetts
$217K +$217K +1,115 New
GPW
1284
Gray Private Wealth
Massachusetts
$216K +$216K +1,108 New
CGPCS
1285
Capital Group Private Client Services
California
$216K -$7.02K -36 -3%
AO
1286
Advisor OS
Illinois
$216K +$216K +1,106 New
MSAM
1287
Moloney Securities Asset Management
Missouri
$215K – – –
WEG
1288
World Equity Group
Illinois
$215K +$215K +1,103 New
KFSN
1289
Keystone Financial Services (Nebraska)
Nebraska
$214K -$390 -2 -0.2%
LB
1290
Legacy Bridge
Iowa
$214K -$11.7K -60 -5%
RH
1291
RFG Holdings
Texas
$214K +$195 +1 +0.1%
JGIA
1292
Jackson Grant Investment Advisers
Connecticut
$213K – – –
WCAMG
1293
Woodard & Company Asset Management Group
North Carolina
$211K -$19.5K -100 -8%
SOWAS
1294
Silver Oak Wealth Advisors Services
California
$211K +$211K +1,079 New
GK
1295
Graney & King
New York
$210K – – –
PIN
1296
Prudent Investors Network
California
$210K -$108K -553 -34%
CWP
1297
Core Wealth Partners
California
$209K +$209K +1,073 New
PWP
1298
Perfromance Wealth Partners
Illinois
$209K +$209K +1,071 New
IWN
1299
Independent Wealth Network
Iowa
$208K +$208K +1,067 New
OFG
1300
Omega Financial Group
California
$206K +$206K +1,058 New
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