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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,508 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 88 funds opening new positions, 586 increasing their positions, 570 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,508
Holders Change
-64
Holders Change %
-4.07%
% of All Funds
20.49%
Holding in Top 10
104
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.86%
% of All Funds
1.41%
New
88
Increased
586
Reduced
570
Closed
114
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M

Top Buyers

1
AL
Aspiriant LLC
California
$287M
2
WANY
Wealthspire Advisors (New York)
New York
$66M
3
AssetMark Inc
AssetMark Inc
California
$778M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$124M
5
LPL Financial
LPL Financial
California
$259M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.17B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$243M
3
PAS
Park Avenue Securities
New York
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$90.7M
5
Betterment LLC
Betterment LLC
New York
$625M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
1601
FPC Investment Advisory
California
– -$36.5K -178 Closed
HR
1602
Howe & Rusling
New York
– -$19.5K -98 Closed
MFG
1603
Mendota Financial Group
Wisconsin
– -$19.4K -98 Closed
RCM
1604
Raleigh Capital Management
North Carolina
– -$17.1K -86 Closed
CP
1605
Castleview Partners
Texas
– -$16.6K -84 Closed
RWPA
1606
Richard W. Paul & Associates
Michigan
– -$16.4K -83 Closed
MSS
1607
Mitchell Sinkler & Starr
Pennsylvania
– -$12.9K -65 Closed
CFP
1608
Comprehensive Financial Planning
Pennsylvania
– -$12.4K -62 Closed
BONH
1609
Bank of New Hampshire
New Hampshire
– -$10.9K -55 Closed
RIA
1610
Realta Investment Advisors
Delaware
– -$10.4K -52 Closed
ETS
1611
ESL Trust Services
New York
– -$8.13K -41 Closed
SWC
1612
Spectrum Wealth Counsel
Indiana
– -$7.33K -37 Closed
CCM
1613
Chilton Capital Management
Texas
– -$6.94K -35 Closed
PFA
1614
Pathway Financial Advisers
Indiana
– -$6.83K -35 Closed
GA
1615
GoalVest Advisory
New York
– -$6.74K -34 Closed
KPP
1616
Kings Path Partners
Texas
– -$5.95K -30 Closed
WWA
1617
Wingate Wealth Advisors
Massachusetts
– -$5.55K -28 Closed
NWWA
1618
New Wave Wealth Advisors
Arkansas
– -$3.96K -20 Closed
TCG
1619
Transcendent Capital Group
Oklahoma
– -$2.38K -12 Closed
IBOK
1620
Independence Bank of Kentucky
Kentucky
– -$1.78K -9 Closed
LFA
1621
Legend Financial Advisors
Pennsylvania
– -$1.39K -7 Closed
NWM
1622
Nova Wealth Management
Florida
– -$1.2K -6 Closed
MWM
1623
Mascoma Wealth Management
New Hampshire
– -$1.19K -6 Closed
FWM
1624
FLP Wealth Management
Arkansas
– -$407 -2 Closed
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