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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 %
FFC
1501
First Financial Corp
Indiana
$6.83K – – –
DF
1502
DecisionPoint Financial
Arizona
$6.75K – – –
LBC
1503
Lowe Brockenbrough & Co
Virginia
$6.63K +$6.63K +34 New
HFS
1504
Hughes Financial Services
Virginia
$6.54K -$11.1K -56 -63%
RMP
1505
Richards, Merrill & Peterson
Washington
$6.24K – – –
NWM
1506
Nova Wealth Management
Florida
$6.05K +$6.05K +31 New
CJH
1507
Christopher J. Hasenberg
Wisconsin
$5.85K -$3.12K -16 -35%
RJA
1508
Ross\Johnson & Associates
Minnesota
$5.38K – – –
CT
1509
Clearstead Trust
Maine
$5.09K -$43.7K -223 -90%
GPFA
1510
Game Plan Financial Advisors
Ohio
$5.07K – – –
PWA
1511
Provenance Wealth Advisors
Florida
$4.97K -$12.3K -62 -71%
KHC
1512
Koesten Hirschmann & Crabtree
Kansas
$4.62K +$578 +3 +14%
HIA
1513
HFM Investment Advisors
New Jersey
$4.18K -$199 -1 -5%
WAS
1514
Winch Advisory Services
Wisconsin
$3.9K – – –
CAM
1515
Costello Asset Management
Pennsylvania
$3.84K +$3.65K +19 +1,900%
PWMG
1516
Prestige Wealth Management Group
New Jersey
$3.72K – – –
FIM
1517
FWL Investment Management
Texas
$3.32K – – –
RPCA
1518
Running Point Capital Advisors
California
$3.12K – – –
NRWA
1519
North Ridge Wealth Advisors
Oregon
$2.77K +$2.77K +14 New
GTAM
1520
Global Trust Asset Management
Florida
$2.72K – – –
CPBTD
1521
Central Pacific Bank - Trust Division
Hawaii
$2.54K – – –
EWM
1522
EPG Wealth Management
Georgia
$2.34K -$12.1K -62 -84%
ATS
1523
Ashton Thomas Securities
New York
$2.34K – – –
RFA
1524
Register Financial Advisors
Georgia
$2.34K – – –
CMP
1525
Coston McIsaac & Partners
Maine
$2K – – –
59 60
61
62 63