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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 %
CCWM
1576
Cassaday & Co Wealth Management
Virginia
– – -1,128 Closed
WMN
1577
Wealth Management Nebraska
Nebraska
– – -1,115 Closed
FA
1578
FSA Advisors
Michigan
– – -1,105 Closed
BAM
1579
BTS Asset Management
Massachusetts
– – -1,095 Closed
IJWM
1580
Inman Jager Wealth Management
Mississippi
– – -1,093 Closed
WIM
1581
Warwick Investment Management
Texas
– – -1,090 Closed
TCPG
1582
Trivant Custom Portfolio Group
California
– – -1,000 Closed
MIM
1583
Marshall Investment Management
Colorado
– – -907 Closed
LCM
1584
Logan Capital Management
Pennsylvania
– – -869 Closed
TCM
1585
TD Capital Management
Tennessee
– – -740 Closed
PA
1586
PSI Advisors
Florida
– – -659 Closed
SIM
1587
Synergy Investment Management
Florida
– – -594 Closed
CCM
1588
Cloud Capital Management
Washington
– – -566 Closed
FLP
1589
Financial Life Planners
Arizona
– – -564 Closed
MFA
1590
Morling Financial Advisors
California
– – -325 Closed
PCFFS
1591
Pacific Center for Financial Services
California
– – -277 Closed
WT
1592
Washington Trust
Rhode Island
– – -200 Closed
RWM
1593
Ruedi Wealth Management
Illinois
– – -194 Closed
WF
1594
Wayfinding Financial
Washington
– – -191 Closed
GFPC
1595
Global Financial Private Client
Florida
– – -190 Closed
WB
1596
Webster Bank
Connecticut
– – -180 Closed
DRP
1597
Decker Retirement Planning
Utah
– – -167 Closed
CRFG
1598
Columbia River Financial Group
Washington
– – -103 Closed
HIMS
1599
Hager Investment Management Services
New Hampshire
– – -82 Closed
WTFG
1600
Wood Tarver Financial Group
Idaho
– – -60 Closed
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