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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 %
HDIM
1526
Hanson & Doremus Investment Management
Vermont
$2K +$2K +10 New
NRG
1527
Nemes Rush Group
Michigan
$1.76K -$820K -4,205 -100%
DWM
1528
Darwin Wealth Management
Florida
$1.76K – – –
PMIM
1529
Prudent Man Investment Management
Colorado
$1.39K – – –
MAS
1530
MPWM Advisory Solutions
Georgia
$1.37K -$5.27K -27 -79%
HFS
1531
Hopwood Financial Services
Virginia
$976 – – –
GCM
1532
Gables Capital Management
Florida
$975 – – –
FW
1533
Fairway Wealth
Ohio
$780 -$32.6K -167 -98%
SAS
1534
Spurstone Advisory Services
Connecticut
$585 – – –
DJSG
1535
D.J. St. Germain
Massachusetts
$390 -$10.3K -53 -96%
CWP
1536
Concord Wealth Partners
Virginia
$200 -$7K -35 -97%
TCM
1537
Tradewinds Capital Management
Washington
$196 – – –
RDFA
1538
Ritter Daniher Financial Advisory
Ohio
$196 +$196 +1 New
AP
1539
Atwood & Palmer
Missouri
$10 -$10 – –
UOMF
1540
University of Maryland Foundation
Maryland
– -$38.8M -208,177 Closed
KWM
1541
Kaydan Wealth Management
Michigan
– -$20M -107,129 Closed
EI
1542
Ellevest Inc
New York
– -$11M -59,071 Closed
KCP
1543
Kera Capital Partners
California
– -$5.01M -26,903 Closed
PA
1544
PFG Advisors
Arizona
– -$4.39M -23,555 Closed
Two Sigma Investments
1545
Two Sigma Investments
New York
– -$3.32M -17,800 Closed
QC
1546
Quadrature Capital
United Kingdom
– -$3.21M -17,255 Closed
Renaissance Technologies
1547
Renaissance Technologies
New York
– -$2.68M -14,400 Closed
HVP
1548
Hudson Value Partners
Florida
– -$1.8M -9,672 Closed
TFF
1549
The Family Firm
Maryland
– -$1.41M -7,578 Closed
JFG
1550
Jefferies Financial Group
New York
– -$1.38M -7,434 Closed
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