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Vanguard Small-Cap Value ETF
VBR

1,524 hedge funds and large institutions have $16.2B invested in Vanguard Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 595 increasing their positions, 573 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

451% more call options, than puts

Call options by funds: $7.19M | Put options by funds: $1.3M

4% more repeat investments, than reductions

Existing positions increased: 595 | Existing positions reduced: 573

0.35% less ownership

Funds ownership: 57.79% → 57.44% (-0.35%)

4% less funds holding

Funds holding: 1,587 → 1,524 (-63)

13% less funds holding in top 10

Funds holding in top 10: 120 → 105 (-15)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 120

38% less capital invested

Capital invested by funds: $26.3B → $16.2B (-$10B)

Holders
1,524
Holders Change
-63
Holders Change %
-3.97%
% of All Funds
20.43%
Holding in Top 10
105
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-12.5%
% of All Funds
1.41%
New
89
Increased
595
Reduced
573
Closed
120
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M

Top Buyers

Rank Fund Capital Flow
1
SWA
SOA Wealth Advisors
New York
+$72.3M
2
AL
Aspiriant LLC
California
+$62.7M
3
WANY
Wealthspire Advisors (New York)
New York
+$36M
4
AssetMark Inc
AssetMark Inc
California
+$34.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$287M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$215M
3
PAS
Park Avenue Securities
New York
-$65.7M
4
Osaic Holdings
Osaic Holdings
Arizona
-$47.3M
5
Betterment LLC
Betterment LLC
New York
-$38.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
1576
Sheaff Brock Investment Advisors
Indiana
– -$234K -1,182 Closed
BCA
1577
Bay Capital Advisors
Virginia
– -$234K -1,179 Closed
PTP
1578
Platform Technology Partners
New York
– -$232K -1,172 Closed
LGWM
1579
Litman Gregory Wealth Management
California
– -$232K -1,169 Closed
SCA
1580
Sage Capital Advisors
South Dakota
– -$231K -1,164 Closed
MWA
1581
Midland Wealth Advisors
Illinois
– -$229K -1,155 Closed
CWL
1582
Causey Wealth LLC
Colorado
– -$226K -1,141 Closed
WKSWA
1583
White Knight Strategic Wealth Advisors
New Jersey
– -$224K -1,130 Closed
ACM
1584
Advance Capital Management
Michigan
– -$221K -1,118 Closed
GA
1585
Greenspring Advisors
Maryland
– -$221K -1,116 Closed
IAG
1586
Investment Advisory Group
Massachusetts
– -$220K -1,108 Closed
MFS
1587
Madrona Financial Services
Washington
– -$219K -1,104 Closed
LA
1588
Lifeworks Advisors
Michigan
– -$213K -1,076 Closed
CWP
1589
Core Wealth Partners
California
– -$213K -1,073 Closed
BFA
1590
Beaumont Financial Advisors
Massachusetts
– -$212K -1,068 Closed
CCP
1591
Carmel Capital Partners
California
– -$211K -1,065 Closed
PAW
1592
Plan A Wealth
Nebraska
– -$211K -1,065 Closed
BFG
1593
Baron Financial Group
New Jersey
– -$210K -1,061 Closed
RPWA
1594
Regent Peak Wealth Advisors
Georgia
– -$209K -1,057 Closed
BWS
1595
BCR Wealth Strategies
Alabama
– -$209K -1,056 Closed
PIA
1596
Pinion Investment Advisors
Kansas
– -$209K -1,053 Closed
OFG
1597
Omega Financial Group
California
– -$208K -1,052 Closed
IAG
1598
Ipsen Advisor Group
Arkansas
– -$205K -1,036 Closed
TPA
1599
Trivium Point Advisory
Connecticut
– -$205K -1,036 Closed
AAS
1600
Annex Advisory Services
Wisconsin
– -$205K -1,035 Closed
62 63
64
65 66

VBR Hedge Fund Activity: Q1 2025 in Review

1,524 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q1 2025, worth a combined $16.2B — down 38% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VBR and 89 opened new positions — a net loss of 31 holders — while 573 trimmed existing stakes and 595 added.

The largest buyer was SOA Wealth Advisors, adding an estimated $72.3M. The largest seller was Bank of America, cutting an estimated $287M.

  • 1,524 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q1 2025, down from 1,587 in Q4 2024.
  • Funds reported $16.2B of Vanguard Small-Cap Value ETF stock for Q1 2025, down 38% quarter-over-quarter.
  • 89 funds opened new Vanguard Small-Cap Value ETF positions in Q1 2025 and 120 closed out, a net change of -31 holders.
  • The largest Vanguard Small-Cap Value ETF buyer in Q1 2025 was SOA Wealth Advisors, an estimated $72.3M added.
  • The largest Vanguard Small-Cap Value ETF seller in Q1 2025 was Bank of America, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2025.