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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 %
SFM
1376
Systematic Financial Management
New Jersey
$78.1K -$51.2K -263 -40%
MFC
1377
Mechanics Financial Corp
Ohio
$78K – – –
MJRIC
1378
Mogy Joel R Investment Counsel
California
$78K – – –
BIM
1379
Breakwater Investment Management
Washington
$75.3K – – –
DFA
1380
DHJJ Financial Advisors
Illinois
$73.6K -$974 -5 -1%
ACA
1381
American Capital Advisory
Idaho
$73.1K – – –
VDBMI
1382
Van Den Berg Management I
Texas
$72.2K – – –
PWAM
1383
Private Wealth Asset Management
Iowa
$70.8K +$25.5K +131 +56%
CIA
1384
Cape Investment Advisory
Georgia
$69.1K +$780 +4 +1%
TCA
1385
Trifecta Capital Advisors
Illinois
$67.2K – – –
JFG
1386
JDM Financial Group
Texas
$66.5K – – –
HC
1387
Hurley Capital
New York
$63.5K -$47.8K -245 -43%
BCMLT
1388
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.3K – – –
PIP
1389
Peachtree Investment Partners
Florida
$61.6K – – –
RF
1390
Rossby Financial
Florida
$61.4K -$975 -5 -2%
AAG
1391
Armstrong Advisory Group
Massachusetts
$59.7K +$8.97K +46 +18%
FCAS
1392
First Command Advisory Services
Texas
$59.5K -$33.7K -173 -36%
FFA
1393
Founders Financial Alliance
North Carolina
$59.1K -$193K -988 -77%
SIC
1394
SJS Investment Consulting
Ohio
$58.1K – – –
WH
1395
Wallace Hart
Kentucky
$58.1K +$58.1K +298 New
MYIA
1396
Mount Yale Investment Advisors
Colorado
$56.5K +$56.5K +290 New
CPA
1397
Compass Planning Associates
Massachusetts
$56.4K +$3.71K +19 +7%
LWANC
1398
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K +$54.7K +10,671 +19,402%
AF
1399
Alerus Financial
North Dakota
$53.4K +$53.4K +274 New
VWM
1400
Vermillion Wealth Management
Minnesota
$49.3K -$585 -3 -1%
54 55
56
57 58