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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 %
Lazard Asset Management
1351
Lazard Asset Management
New York
$118K – – –
FMB
1352
Field & Main Bank
Kentucky
$117K – – –
GI
1353
GAMMA Investing
California
$116K +$6.44K +33 +6%
BIG
1354
Brooklyn Investment Group
New York
$114K -$779 -4 -0.7%
1L
1355
10Elms LLP
Oklahoma
$110K – – –
Qube Research & Technologies (QRT)
1356
Qube Research & Technologies (QRT)
United Kingdom
$109K -$326K -1,670 -75%
IRC
1357
Investors Research Corp
Georgia
$106K – – –
TLA
1358
Tanglewood Legacy Advisors
Texas
$105K +$20.7K +106 +24%
OFG
1359
Oxford Financial Group
Indiana
$105K – – –
AG
1360
AmeriFlex Group
Nevada
$101K +$15.8K +81 +19%
CWM
1361
Centricity Wealth Management
Ohio
$101K – – –
FC
1362
Fairscale Capital
New Hampshire
$99.5K – – –
BCPWM
1363
Bradley & Co Private Wealth Management
Florida
$98.7K – – –
WWM
1364
Wagner Wealth Management
South Carolina
$98.3K +$40.6K +208 +70%
HIIFS
1365
Harel Insurance Investments & Financial Services
Israel
$98K – – –
SFC
1366
SYM Financial Corp
Indiana
$97.5K – – –
S
1367
Sachetta
Massachusetts
$95.6K -$2.54K -13 -3%
VNA
1368
Valley National Advisers
Pennsylvania
$95K – – –
KFP
1369
Keener Financial Planning
Texas
$91K +$51.2K +263 +129%
BL
1370
BFSG LLC
California
$89.6K -$19.5K -100 -18%
SWP
1371
Strategic Wealth Partners
Ohio
$86.6K +$86.6K +444 New
GWP
1372
Gen-Wealth Partners
Michigan
$84.9K +$390 +2 +0.5%
OSNBOA
1373
Old Second National Bank of Aurora
Illinois
$83.5K -$7.61K -39 -8%
TH
1374
TCTC Holdings
Texas
$82.4K – – –
CWM
1375
Crowley Wealth Management
Delaware
$78.8K – – –
53 54
55
56 57