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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,529 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 133 funds opening new positions, 509 increasing their positions, 602 reducing their positions, and 81 closing their positions.

Holders
1,529
Holders Change
+21
Holders Change %
+1.39%
% of All Funds
20.53%
Holding in Top 10
97
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.73%
% of All Funds
1.3%
New
133
Increased
509
Reduced
602
Closed
81
Calls
$2.17M
Puts
$273K
Net Calls
+$1.89M
Net Calls Change
-$4M

Top Buyers

1
PAS
1
Park Avenue Securities
New York
$78.4M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$161M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$98.7M
4
WL
4
WIT LLC
District of Columbia
$48.8M
5
AssetMark Inc
5
AssetMark Inc
California
$850M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.97B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$222M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$208M
4
UOMF
4
University of Maryland Foundation
Maryland
$0
5
CFFP
5
Center for Financial Planning
Michigan
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SAS
1526
Spurstone Advisory Services
Connecticut
$585 3 – –
DJSG
1527
D.J. St. Germain
Massachusetts
$390 2 -53 -96%
CWP
1528
Concord Wealth Partners
Virginia
$200 1 -35 -97%
TCM
1529
Tradewinds Capital Management
Washington
$196 1 – –
RDFA
1530
Ritter Daniher Financial Advisory
Ohio
$196 1 +1 New
AP
1531
Atwood & Palmer
Missouri
– – – –
UOMF
1532
University of Maryland Foundation
Maryland
– – -208,177 Closed
KWM
1533
Kaydan Wealth Management
Michigan
– – -107,129 Closed
EI
1534
Ellevest Inc
New York
– – -59,071 Closed
KCP
1535
Kera Capital Partners
California
– – -26,903 Closed
PA
1536
PFG Advisors
Arizona
– – -23,555 Closed
Two Sigma Investments
1537
Two Sigma Investments
New York
– – -17,800 Closed
QC
1538
Quadrature Capital
United Kingdom
– – -17,255 Closed
Renaissance Technologies
1539
Renaissance Technologies
New York
– – -14,400 Closed
HVP
1540
Hudson Value Partners
Florida
– – -9,672 Closed
TFF
1541
The Family Firm
Maryland
– – -7,578 Closed
JFG
1542
Jefferies Financial Group
New York
– – -7,434 Closed
SEP
1543
Southland Equity Partners
Missouri
– – -6,432 Closed
GS
1544
GWN Securities
Florida
– – -4,064 Closed
HCP
1545
Hexagon Capital Partners
Arkansas
– – -3,439 Closed
YIH
1546
Y-Intercept (HK)
Hong Kong
– – -3,377 Closed
NPFS
1547
Novak & Powell Financial Services
Florida
– – -3,217 Closed
ACP
1548
Aveo Capital Partners
Colorado
– – -3,010 Closed
CWA
1549
Cascade Wealth Advisors
Washington
– – -2,680 Closed
WF
1550
WoodTrust Financial
Wisconsin
– – -2,504 Closed
60 61
62
63 64