VBR icon

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 %
RWS
1401
Retirement Wealth Solutions
Wisconsin
$48.8K +$48.8K +250 New
CIAS
1402
CBIZ Investment Advisory Services
Ohio
$48.4K – – –
IWP
1403
IAG Wealth Partners
Wisconsin
$47.8K -$8.78K -45 -16%
ITIM
1404
Indiana Trust & Investment Management
Indiana
$47.8K – – –
RA
1405
Rise Advisors
New York
$47.1K -$4.09K -21 -8%
Barclays
1406
Barclays
United Kingdom
$47K – – –
KG
1407
Kilter Group
New York
$47K +$47K +241 New
PCM
1408
Perritt Capital Management
Illinois
$46.6K – – –
SIC
1409
Salem Investment Counselors
North Carolina
$45.5K -$410K -2,093 -90%
HCM
1410
Horrell Capital Management
Arkansas
$45.2K – – –
T
1411
Tidemark
California
$44.9K – – –
PSFG
1412
Park Square Financial Group
Georgia
$44.9K +$7.8K +40 +21%
MIA
1413
MeadowBrook Investment Advisors
Michigan
$43.9K – – –
BOJHT
1414
Bank of Jackson Hole Trust
Wyoming
$43.9K +$3.9K +20 +10%
CPG
1415
Cornerstone Planning Group
New Jersey
$43.6K -$15.1K -76 -26%
JHCP
1416
Jackson Hole Capital Partners
Oklahoma
$41.9K – – –
CSWG
1417
Cardinal Strategic Wealth Guidance
Kentucky
$41K – – –
PWM
1418
Parkworth Wealth Management
California
$40.9K – – –
HFS
1419
Hantz Financial Services
Michigan
$40K – – –
JFA
1420
JNBA Financial Advisors
Minnesota
$39.8K +$23K +118 +137%
EB
1421
Eastern Bank
Massachusetts
$39.6K – – –
RPA
1422
Redwood Park Advisors
California
$39K – – –
OCM
1423
Orion Capital Management
California
$38.2K – – –
CFS
1424
Compass Financial Services
Iowa
$38K +$38K +195 New
MEG
1425
Millstone Evans Group
Colorado
$37.8K +$1.76K +9 +5%
55 56
57
58 59