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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 %
Fuller & Thaler Asset Management
1476
Fuller & Thaler Asset Management
California
$13.2K +$388 +2 +3%
ACM
1477
Anfield Capital Management
California
$12.3K – – –
CB
1478
CNB Bank
Pennsylvania
$12.3K – – –
DWS
1479
Dynamic Wealth Strategies
California
$12.3K +$12.3K +63 New
RBC
1480
Roble Belko & Company
Pennsylvania
$12K – – –
MWP
1481
MYCIO Wealth Partners
Pennsylvania
$11.2K – – –
BDPWM
1482
Barnes Dennig Private Wealth Management
Ohio
$10.9K – – –
GWSA
1483
Global Wealth Strategies & Associates
Colorado
$10.7K -$14.6K -75 -58%
DIP
1484
DT Investment Partners
Pennsylvania
$10.7K – – –
GG
1485
Gleason Group
Kentucky
$10.2K – – –
MA
1486
MCF Advisors
Kentucky
$9.8K – – –
NFSG
1487
Newbridge Financial Services Group
Florida
$9.75K -$3.9K -20 -29%
FFA
1488
Frazier Financial Advisors
Ohio
$9.72K – – –
FFWM
1489
Future Financial Wealth Management
Ohio
$9.56K – – –
VWA
1490
Valued Wealth Advisors
Utah
$9.34K – – –
BWM
1491
Bernard Wealth Management
Michigan
$9.17K – – –
KIG
1492
Kessler Investment Group
Indiana
$9.17K – – –
NWM
1493
Navigoe Wealth Management
California
$9K +$2.2K +12 +32%
AIA
1494
Armor Investment Advisors
North Carolina
$8.97K – – –
EWM
1495
Evolution Wealth Management
Florida
$8K +$8K +41 New
CBT
1496
Crews Bank & Trust
Florida
$7.8K – – –
FWM
1497
FSA Wealth Management
Massachusetts
$7.72K – – –
HR
1498
Howe & Rusling
New York
$7.61K +$7.61K +39 New
AEPWM
1499
Atlantic Edge Private Wealth Management
Florida
$7.22K -$8.19K -42 -53%
SC
1500
Steph & Co
Wisconsin
$7.22K – – –
58 59
60
61 62