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Vanguard Small-Cap Value ETF
VBR

1,524 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, 595 increasing their positions, 573 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

451% more call options, than puts

Call options by funds: $7.19M | Put options by funds: $1.3M

4% more repeat investments, than reductions

Existing positions increased: 595 | Existing positions reduced: 573

0.35% less ownership

Funds ownership: 57.79% → 57.44% (-0.35%)

4% less funds holding

Funds holding: 1,587 → 1,524 (-63)

13% less funds holding in top 10

Funds holding in top 10: 120 → 105 (-15)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 120

38% less capital invested

Capital invested by funds: $26.3B → $16.2B (-$10B)

Holders
1,524
Holders Change
-63
Holders Change %
-3.97%
% of All Funds
20.43%
Holding in Top 10
105
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.5%
% of All Funds
1.41%
New
89
Increased
595
Reduced
573
Closed
120
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M

Top Buyers

Rank Fund Capital Flow
1
SWA
SOA Wealth Advisors
New York
+$72.3M
2
AL
Aspiriant LLC
California
+$62.7M
3
WANY
Wealthspire Advisors (New York)
New York
+$36M
4
AssetMark Inc
AssetMark Inc
California
+$34.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$287M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$215M
3
PAS
Park Avenue Securities
New York
-$65.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$47.3M
5
Betterment LLC
Betterment LLC
New York
-$38.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1276
Maridea Wealth Management
New York
$208K +$1.19K +6 +0.5%
WMN
1277
Wealth Management Nebraska
Nebraska
$208K -$288K -1,457 -57%
EFG
1278
Ehrlich Financial Group
California
$207K +$220K +1,113 New
VBWMG
1279
Von Berge Wealth Management Group
California
$207K +$593 +3 +0.3%
FA
1280
FSA Advisors
Michigan
$206K +$4.35K +22 +2%
MSAM
1281
Moloney Securities Asset Management
Missouri
$206K +$218K +1,105 New
KFSN
1282
Keystone Financial Services (Nebraska)
Nebraska
$205K +$218K +1,102 New
MPAM
1283
Murphy Pohlad Asset Management
Minnesota
$205K +$217K +1,101 New
RH
1284
RFG Holdings
Texas
$204K -$3.95K -20 -2%
BAM
1285
BTS Asset Management
Massachusetts
$204K +$216K +1,095 New
IJWM
1286
Inman Jager Wealth Management
Mississippi
$204K +$216K +1,093 New
JGIA
1287
Jackson Grant Investment Advisers
Connecticut
$203K +$1.38K +7 +0.6%
WIM
1288
Warwick Investment Management
Texas
$203K – – –
THL
1289
Tillman Hartley LLC
Colorado
$203K -$6.72K -34 -3%
WA
1290
WPG Advisers
Maryland
$201K -$6.12K -31 -3%
SAM
1291
Satovsky Asset Management
New York
$201K +$1.19K +6 +0.6%
GK
1292
Graney & King
New York
$201K +$395 +2 +0.2%
SVWAG
1293
Sound View Wealth Advisors Group
Georgia
$200K +$213K +1,076 New
FPB
1294
First PREMIER Bank
South Dakota
$197K – – –
KFI
1295
Key Financial Inc
Pennsylvania
$191K -$44.1K -223 -18%
ATC
1296
Advantage Trust Company
Kansas
$186K – – –
CB
1297
Community Bank
New York
$186K – – –
TCPG
1298
Trivant Custom Portfolio Group
California
$186K – – –
NS
1299
NBC Securities
Alabama
$184K +$195K +989 New
RIL
1300
Rothschild Investment LLC
Illinois
$181K +$1.78K +9 +0.9%
50 51
52
53 54

VBR Hedge Fund Activity: Q1 2025 in Review

1,524 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q1 2025, worth a combined $16.2B — down 38% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VBR and 89 opened new positions — a net loss of 31 holders — while 573 trimmed existing stakes and 595 added.

The largest buyer was SOA Wealth Advisors, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $287M.

  • 1,524 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q1 2025, down from 1,587 in Q4 2024.
  • Funds reported $16.2B of Vanguard Small-Cap Value ETF stock for Q1 2025, down 38% quarter-over-quarter.
  • 89 funds opened new Vanguard Small-Cap Value ETF positions in Q1 2025 and 120 closed out, a net change of -31 holders.
  • The largest Vanguard Small-Cap Value ETF buyer in Q1 2025 was SOA Wealth Advisors, an estimated $72.3M added.
  • The largest Vanguard Small-Cap Value ETF seller in Q1 2025 was Bank of America, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2025.