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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 %
PS
1426
Pinney & Scofield
Massachusetts
$37.4K – – –
MPCG
1427
Matrix Private Capital Group
New York
$37.2K – – –
HFS
1428
Horizon Financial Services
North Carolina
$35.9K -$5.27K -27 -13%
HWA
1429
Heritage Wealth Advisors
Virginia
$35.7K +$23.4K +120 +190%
FRA
1430
Front Row Advisors
California
$34.7K +$34.7K +177 New
FGC
1431
Financial Gravity Companies
Texas
$33.2K +$33.2K +170 New
BBPWM
1432
Blue Bell Private Wealth Management
Pennsylvania
$33K – – –
OP
1433
ORG Partners
Indiana
$32.6K – – –
TFG
1434
Team Financial Group
California
$30.4K +$30.4K +156 New
TCM
1435
Traub Capital Management
Massachusetts
$30.2K +$30.2K +155 New
BCM
1436
Blume Capital Management
California
$28.9K +$28.9K +148 New
CSC
1437
Caldwell Sutter Capital
California
$27.9K – – –
DAM
1438
Delta Asset Management
Tennessee
$27.9K – – –
BMM
1439
Berkshire Money Management
Massachusetts
$24.4K +$24.4K +125 New
SS
1440
Sunbelt Securities
Texas
$24.4K +$396 +2 +2%
HPIA
1441
Hamilton Point Investment Advisors
North Carolina
$24.3K – – –
MAM
1442
Marquette Asset Management
Minnesota
$24.2K – – –
BFPW
1443
BOK Financial Private Wealth
Colorado
$24.1K – – –
POIA
1444
Pin Oak Investment Advisors
Texas
$24K +$24K +212 New
OC
1445
Oakworth Capital
Alabama
$23.4K – – –
LFA
1446
LGT Financial Advisors
Texas
$23K – – –
CTB
1447
Country Trust Bank
Illinois
$22.2K – – –
FG
1448
Fairman Group
Pennsylvania
$21.5K – – –
RLIM
1449
Red Lighthouse Investment Management
New York
$21.5K -$43.7K -224 -67%
SRCM
1450
Signature Resources Capital Management
California
$20.9K -$975 -5 -4%
56 57
58
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