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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 %
NECFA
1451
New England Capital Financial Advisors
Connecticut
$20.8K -$16.7K -86 -45%
ECM
1452
EMC Capital Management
Texas
$20K – – –
FMP
1453
Financial Management Professionals
Texas
$19.6K – – –
MG
1454
MilWealth Group
Wisconsin
$19.5K – – –
TPWA
1455
Twin Peaks Wealth Advisors
California
$19.2K +$19.2K +95 New
TF
1456
Tompkins Financial
New York
$18.9K – – –
WIM
1457
Westside Investment Management
California
$18.9K – – –
MAWAG
1458
Mid-American Wealth Advisory Group
Missouri
$18.3K +$18.3K +94 New
MSWA
1459
Marshall & Sterling Wealth Advisors
New York
$18.3K – – –
BPAMU
1460
BTG Pactual Asset Management US
New York
$18.1K +$18.1K +93 New
HWP
1461
Highline Wealth Partners
California
$18K – – –
PWMG
1462
Private Wealth Management Group
New Jersey
$17.7K – – –
AFG
1463
Albion Financial Group
Utah
$17.7K – – –
VWM
1464
Valley Wealth Managers
New Jersey
$17K -$782 -4 -4%
MFC
1465
Morris Financial Concepts
South Carolina
$16.8K +$2.73K +14 +19%
BAM
1466
Bellevue Asset Management
Washington
$16.4K +$196 +1 +1%
LWMI
1467
Legacy Wealth Management (Idaho)
Idaho
$16.2K – – –
LIS
1468
Legacy Investment Solutions
Idaho
$16.2K +$16.2K +83 New
PA
1469
Pineridge Advisors
Missouri
$16.1K – – –
EWA
1470
Elevate Wealth Advisory
Georgia
$15.3K +$15.3K +78 New
ZBNA
1471
Zions Bancorporation, National Association
Utah
$15.2K – – –
USB
1472
Union Savings Bank
Connecticut
$14.9K – – –
MSG
1473
Main Street Group
Virginia
$14.4K -$2.34K -12 -14%
DWA
1474
Delos Wealth Advisors
Texas
$14.2K +$14.2K +73 New
YP
1475
YANKCOM Partnership
South Dakota
$13.7K – – –
57 58
59
60 61