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Vanguard Small-Cap Value ETF
VBR

1,572 hedge funds and large institutions have $17.8B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 577 increasing their positions, 582 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $1.71M

56% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 75

7% more capital invested

Capital invested by funds: $16.7B → $17.8B (+$1.13B)

1% more funds holding

Funds holding: 1,559 → 1,572 (+13)

0.15% more ownership

Funds ownership: 56.79% → 56.95% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 582

5% less funds holding in top 10

Funds holding in top 10: 98 → 93 (-5)

Holders
1,572
Holders Change
+13
Holders Change %
+0.83%
% of All Funds
20.63%
Holding in Top 10
93
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.1%
% of All Funds
1.22%
New
117
Increased
577
Reduced
582
Closed
75
Calls
$13.7M
Puts
$1.71M
Net Calls
+$12M
Net Calls Change
+$2.13M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$42.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$38.9M
3
WIA
World Investment Advisors
California
+$25.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.3M
5
BW
Balance Wealth
Ohio
+$20.5M

Top Sellers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
-$48.3M
2
UBS Group
UBS Group
Switzerland
-$37.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$32M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.3M
5
Betterment LLC
Betterment LLC
New York
-$20.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
1551
Morton Brown Family Wealth
Pennsylvania
$3.34K +$3.27K +16 New
CMP
1552
Coston McIsaac & Partners
Maine
$3K – – –
NRWA
1553
North Ridge Wealth Advisors
Oregon
$2.97K – – –
OC
1554
Oakworth Capital
Alabama
$2.92K -$21.7K -106 -88%
GTAM
1555
Global Trust Asset Management
Florida
$2.82K – – –
AWA
1556
American Wealth Advisors
Georgia
$2.8K +$2.66K +13 New
CPBTD
1557
Central Pacific Bank - Trust Division
Hawaii
$2.71K – – –
ATS
1558
Ashton Thomas Securities
New York
$2.5K – – –
EWM
1559
EPG Wealth Management
Georgia
$2.5K – – –
RFA
1560
Register Financial Advisors
Georgia
$2.5K – – –
PGAM
1561
Princeton Global Asset Management
New Jersey
$2.5K +$2.45K +12 New
CPG
1562
Cornerstone Planning Group
New Jersey
$2.1K -$43.3K -212 -97%
TRCT
1563
Tower Research Capital (TRC)
New York
$1.88K -$3.3M -16,141 -100%
DWM
1564
Darwin Wealth Management
Florida
$1.88K – – –
NRG
1565
Nemes Rush Group
Michigan
$1.88K – – –
MAS
1566
MPWM Advisory Solutions
Georgia
$1.46K – – –
PMIM
1567
Prudent Man Investment Management
Colorado
$1.39K – – –
GWSA
1568
Global Wealth Strategies & Associates
Colorado
$1.04K -$10.2K -50 -91%
GCM
1569
Gables Capital Management
Florida
$1.04K – – –
HFS
1570
Hopwood Financial Services
Virginia
$1.04K – – –
TSMHT
1571
Thurston Springer Miller Herd & Titak
Indiana
$834 -$1.47M -7,167 -100%
SAS
1572
Spurstone Advisory Services
Connecticut
$626 – – –
CWP
1573
Concord Wealth Partners
Virginia
$215 – – –
RDFA
1574
Ritter Daniher Financial Advisory
Ohio
$210 – – –
TCM
1575
Tradewinds Capital Management
Washington
$209 – – –
61 62
63
64 65

VBR Hedge Fund Activity: Q3 2025 in Review

1,572 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q3 2025, worth a combined $17.8B — up 6.7% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new VBR positions and 75 closed out — a net gain of 42 holders — while 577 added to existing stakes and 582 trimmed.

The largest buyer was Bank of America, adding an estimated $42.8M. The largest seller was Mather Group, cutting an estimated $48.3M.

  • 1,572 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q3 2025, up from 1,559 in Q2 2025.
  • Funds reported $17.8B of Vanguard Small-Cap Value ETF stock for Q3 2025, up 6.7% quarter-over-quarter.
  • 117 funds opened new Vanguard Small-Cap Value ETF positions in Q3 2025 and 75 closed out, a net change of +42 holders.
  • The largest Vanguard Small-Cap Value ETF buyer in Q3 2025 was Bank of America, an estimated $42.8M added.
  • The largest Vanguard Small-Cap Value ETF seller in Q3 2025 was Mather Group, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2025.