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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 %
Chevy Chase Trust
1576
Chevy Chase Trust
Maryland
– -$253K -1,356 Closed
FFA
1577
First Foundation Advisors
California
– -$248K -1,330 Closed
WPW
1578
Watershed Private Wealth
Illinois
– -$239K -1,285 Closed
PFP
1579
Paragon Financial Partners
California
– -$235K -1,261 Closed
RCP
1580
Rothschild Capital Partners
New York
– -$230K -1,236 Closed
FFP
1581
Freedom Financial Partners
Minnesota
– -$217K -1,165 Closed
NSAM
1582
North Star Asset Management
Wisconsin
– -$216K -1,157 Closed
KWS
1583
Keystone Wealth Services
California
– -$211K -1,131 Closed
CCWM
1584
Cassaday & Co Wealth Management
Virginia
– -$210K -1,128 Closed
WMN
1585
Wealth Management Nebraska
Nebraska
– -$208K -1,115 Closed
FA
1586
FSA Advisors
Michigan
– -$206K -1,105 Closed
BAM
1587
BTS Asset Management
Massachusetts
– -$204K -1,095 Closed
IJWM
1588
Inman Jager Wealth Management
Mississippi
– -$204K -1,093 Closed
WIM
1589
Warwick Investment Management
Texas
– -$203K -1,090 Closed
TCPG
1590
Trivant Custom Portfolio Group
California
– -$186K -1,000 Closed
MIM
1591
Marshall Investment Management
Colorado
– -$169K -907 Closed
LCM
1592
Logan Capital Management
Pennsylvania
– -$162K -869 Closed
TCM
1593
TD Capital Management
Tennessee
– -$138K -740 Closed
PA
1594
PSI Advisors
Florida
– -$123K -659 Closed
SIM
1595
Synergy Investment Management
Florida
– -$111K -594 Closed
CCM
1596
Cloud Capital Management
Washington
– -$105K -566 Closed
FLP
1597
Financial Life Planners
Arizona
– -$105K -564 Closed
MFA
1598
Morling Financial Advisors
California
– -$60.5K -325 Closed
PCFFS
1599
Pacific Center for Financial Services
California
– -$51.6K -277 Closed
WT
1600
Washington Trust
Rhode Island
– -$37.3K -200 Closed
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