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Vanguard Small-Cap Value ETF
VBR

1,524 hedge funds and large institutions have $16.2B invested in Vanguard Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 595 increasing their positions, 573 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

451% more call options, than puts

Call options by funds: $7.19M | Put options by funds: $1.3M

4% more repeat investments, than reductions

Existing positions increased: 595 | Existing positions reduced: 573

0.35% less ownership

Funds ownership: 57.79% → 57.44% (-0.35%)

4% less funds holding

Funds holding: 1,587 → 1,524 (-63)

13% less funds holding in top 10

Funds holding in top 10: 120 → 105 (-15)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 120

38% less capital invested

Capital invested by funds: $26.3B → $16.2B (-$10B)

Holders
1,524
Holders Change
-63
Holders Change %
-3.97%
% of All Funds
20.43%
Holding in Top 10
105
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.5%
% of All Funds
1.41%
New
89
Increased
595
Reduced
573
Closed
120
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M

Top Buyers

Rank Fund Capital Flow
1
SWA
SOA Wealth Advisors
New York
+$72.3M
2
AL
Aspiriant LLC
California
+$62.7M
3
WANY
Wealthspire Advisors (New York)
New York
+$36M
4
AssetMark Inc
AssetMark Inc
California
+$34.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$287M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$215M
3
PAS
Park Avenue Securities
New York
-$65.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$47.3M
5
Betterment LLC
Betterment LLC
New York
-$38.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
KHC
1501
Koesten Hirschmann & Crabtree
Kansas
$3.98K +$593 +3 +17%
WAS
1502
Winch Advisory Services
Wisconsin
$3.73K – – –
PWMG
1503
Prestige Wealth Management Group
New Jersey
$3.54K – – –
RAM
1504
Riggs Asset Management
Pennsylvania
$3.54K +$3.75K +19 New
FIM
1505
FWL Investment Management
Texas
$3.17K -$198 -1 -6%
PPWM
1506
PFG Private Wealth Management
Florida
$2.98K -$4.54K -23 -59%
NC
1507
NewSquare Capital
Pennsylvania
$2.98K – – –
RPCA
1508
Running Point Capital Advisors
California
$2.98K +$3.16K +16 New
GTAM
1509
Global Trust Asset Management
Florida
$2.71K – – –
CPBTD
1510
Central Pacific Bank - Trust Division
Hawaii
$2.42K – – –
AT
1511
Avalon Trust
New Mexico
$2.25K +$2.37K +12 New
ATS
1512
Ashton Thomas Securities
New York
$2.23K – – –
RFA
1513
Register Financial Advisors
Georgia
$2.23K – – –
CMP
1514
Coston McIsaac & Partners
Maine
$2K – – –
DWM
1515
Darwin Wealth Management
Florida
$1.78K – – –
FP
1516
Financial Perspectives
Minnesota
$1.68K – – –
PMIM
1517
Prudent Man Investment Management
Colorado
$1.39K – – –
CWM
1518
Compass Wealth Management
Connecticut
$1.3K +$1.38K +7 New
HI
1519
Hoey Investments
Pennsylvania
$1.3K +$1.38K +7 New
HFS
1520
Hopwood Financial Services
Virginia
$932 – – –
GCM
1521
Gables Capital Management
Florida
$931 – – –
SAS
1522
Spurstone Advisory Services
Connecticut
$558 – – –
HPC
1523
HM Payson & Co
Maine
$373 -$63.6K -322 -99%
CAM
1524
Costello Asset Management
Pennsylvania
$208 +$198 +1 New
TCM
1525
Tradewinds Capital Management
Washington
$187 – – –
59 60
61
62 63

VBR Hedge Fund Activity: Q1 2025 in Review

1,524 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q1 2025, worth a combined $16.2B — down 38% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VBR and 89 opened new positions — a net loss of 31 holders — while 573 trimmed existing stakes and 595 added.

The largest buyer was SOA Wealth Advisors, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $287M.

  • 1,524 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q1 2025, down from 1,587 in Q4 2024.
  • Funds reported $16.2B of Vanguard Small-Cap Value ETF stock for Q1 2025, down 38% quarter-over-quarter.
  • 89 funds opened new Vanguard Small-Cap Value ETF positions in Q1 2025 and 120 closed out, a net change of -31 holders.
  • The largest Vanguard Small-Cap Value ETF buyer in Q1 2025 was SOA Wealth Advisors, an estimated $72.3M added.
  • The largest Vanguard Small-Cap Value ETF seller in Q1 2025 was Bank of America, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2025.