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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 %
SVWAG
1301
Sound View Wealth Advisors Group
Georgia
$204K -$5.66K -29 -3%
NG
1302
Northstar Group
New York
$204K +$204K +1,045 New
PFGIA
1303
Patriot Financial Group Insurance Agency
Massachusetts
$203K +$203K +1,043 New
IAG
1304
Ipsen Advisor Group
Arkansas
$203K +$203K +1,042 New
WA
1305
WPG Advisers
Maryland
$203K -$7.8K -40 -4%
SW
1306
Schulz Wealth
Texas
$203K +$203K +1,039 New
CF
1307
Copperwynd Financial
Arizona
$202K +$202K +1,037 New
BFA
1308
Beaumont Financial Advisors
Massachusetts
$202K +$202K +1,035 New
KFI
1309
Key Financial Inc
Pennsylvania
$201K +$1.37K +7 +0.7%
SAM
1310
Smithbridge Asset Management
Pennsylvania
$201K +$201K +1,030 New
LA
1311
Lifeworks Advisors
Michigan
$201K +$201K +1,029 New
SAM
1312
Satovsky Asset Management
New York
$200K -$10.1K -52 -5%
RWA
1313
River Wealth Advisors
Pennsylvania
$200K -$61.4K -315 -23%
ATC
1314
Advantage Trust Company
Kansas
$195K – – –
CB
1315
Community Bank
New York
$195K – – –
MPW
1316
MASECO Private Wealth
$195K +$195K +1,000 New
JFGIW
1317
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$195K +$157K +802 +416%
NEWAS
1318
N.E.W. Advisory Services
Wisconsin
$193K -$83.7K -429 -30%
RIL
1319
Rothschild Investment LLC
Illinois
$192K +$2.73K +14 +1%
NS
1320
NBC Securities
Alabama
$192K – – –
MLA
1321
MB, Levis & Associates
Pennsylvania
$189K +$47.6K +244 +34%
BBHC
1322
Brown Brothers Harriman & Co
New York
$187K -$1.95K -10 -1%
OA
1323
Operose Advisors
Wisconsin
$180K +$24.2K +124 +16%
LI
1324
LRI Investments
Florida
$179K – – –
WA
1325
Whipplewood Advisors
Colorado
$178K +$127K +650 +246%
51 52
53
54 55