VBR icon

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 %
SEP
1551
Southland Equity Partners
Missouri
– -$1.2M -6,432 Closed
GS
1552
GWN Securities
Florida
– -$775K -4,064 Closed
HCP
1553
Hexagon Capital Partners
Arkansas
– -$641K -3,439 Closed
YIH
1554
Y-Intercept (HK)
Hong Kong
– -$629K -3,377 Closed
NPFS
1555
Novak & Powell Financial Services
Florida
– -$599K -3,217 Closed
ACP
1556
Aveo Capital Partners
Colorado
– -$550K -3,010 Closed
CWA
1557
Cascade Wealth Advisors
Washington
– -$464K -2,680 Closed
WF
1558
WoodTrust Financial
Wisconsin
– -$466K -2,504 Closed
PCP
1559
Proficio Capital Partners
Massachusetts
– -$444K -2,385 Closed
CWC
1560
Carolinas Wealth Consulting
North Carolina
– -$423K -2,273 Closed
GAA
1561
Global Assets Advisory
Florida
– -$398K -2,248 Closed
VCM
1562
Virtue Capital Management
Tennessee
– -$398K -2,136 Closed
CAAM
1563
Cornerstone Advisors Asset Management
Pennsylvania
– -$396K -2,124 Closed
EW
1564
Elyxium Wealth
California
– -$392K -2,103 Closed
HSG
1565
Helen Stephens Group
Texas
– -$384K -2,060 Closed
RMDI
1566
R.M. Davis Inc
Maine
– -$338K -1,815 Closed
DP
1567
Dearborn Partners
Illinois
– -$316K -1,698 Closed
WG
1568
Wealth Group
North Carolina
– -$306K -1,645 Closed
FMTC
1569
Farmers & Merchants Trust Company
California
– -$299K -1,605 Closed
HWA
1570
Heritage Wealth Architects
Minnesota
– -$294K -1,577 Closed
TL
1571
Tradewinds LLC
North Carolina
– -$294K -1,576 Closed
HWMC
1572
Heritage Wealth Management (California)
California
– -$269K -1,442 Closed
WP
1573
Westmount Partners
California
– -$266K -1,426 Closed
AFS
1574
Anderson Financial Strategies
Ohio
– -$261K -1,400 Closed
AWM
1575
Ameliora Wealth Management
Switzerland
– -$261K -1,400 Closed
61 62
63
64 65