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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,535 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, 605 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,535
Holders Change
+27
Holders Change %
+1.79%
% of All Funds
20.59%
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
605
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
$161M
3
Corient Private Wealth
Corient Private Wealth
Florida
$98.7M
4
WL
WIT LLC
District of Columbia
$48.8M
5
AssetMark Inc
AssetMark Inc
California
$850M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.97B
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$222M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$208M
4
UOMF
University of Maryland Foundation
Maryland
$0
5
CFFP
Center for Financial Planning
Michigan
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
126
Hillman Company
Pennsylvania
$15.3M -$3.5M -17,928 -19%
PLU
127
Performa Ltd (US)
South Carolina
$15.1M +$1.62M +8,313 +12%
RFS
128
Retirement Financial Solutions
Tennessee
$15M -$1.46M -7,481 -9%
TW
129
Traveka Wealth
California
$14.9M +$285K +1,459 +2%
SPIA
130
Steward Partners Investment Advisory
New York
$14.8M -$1.94M -9,930 -12%
FC
131
Family CFO
California
$14.8M -$129K -664 -0.9%
LWP
132
LMG Wealth Partners
Louisiana
$14.7M -$4.29K -22 -0%
BF
133
Brooklyn FI
New York
$14.5M +$321K +1,647 +2%
QIM
134
Quest Investment Management
Oregon
$14.5M – – –
BEI
135
Benjamin Edwards Inc
Missouri
$14.3M +$340K +1,742 +2%
CWM
136
Capital Wealth Management
Rhode Island
$14.2M +$739K +3,790 +5%
CWM
137
Congress Wealth Management
Massachusetts
$14.2M -$4.18M -21,446 -23%
PPW
138
Presilium Private Wealth
Pennsylvania
$14.1M +$884K +4,533 +7%
JCM
139
Jacobsen Capital Management
Utah
$13.9M +$670K +3,436 +5%
BCWM
140
Bartlett & Co Wealth Management
Ohio
$13.8M -$117K -600 -0.8%
TWM
141
Tradition Wealth Management
Minnesota
$13.7M +$365K +1,874 +3%
P
142
&Partners
Tennessee
$13.7M +$2.19M +11,201 +19%
AI
143
Arvest Investments
Arkansas
$13.6M +$68.1K +349 +0.5%
PFM
144
Phillips Financial Management
Indiana
$13.3M -$91.7K -470 -0.7%
TYCC
145
Texas Yale Capital Corp
Florida
$13.2M +$662K +3,393 +5%
MWM
146
Meridian Wealth Management
Kentucky
$13.1M +$1.75M +8,972 +15%
AC
147
Apella Capital
Connecticut
$12.8M +$145K +727 +1%
PGFC
148
Peapack-Gladstone Financial Corp
New Jersey
$12.5M -$34.7K -178 -0.3%
ASN
149
Advisory Services Network
Georgia
$12.4M -$53.1K -268 -0.4%
AA
150
Ancora Advisors
Ohio
$12.3M +$305K +1,563 +3%
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