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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 %
RWM
1601
Ruedi Wealth Management
Illinois
– -$36.1K -194 Closed
WF
1602
Wayfinding Financial
Washington
– -$35K -191 Closed
GFPC
1603
Global Financial Private Client
Florida
– -$35.4K -190 Closed
WB
1604
Webster Bank
Connecticut
– -$33.5K -180 Closed
DRP
1605
Decker Retirement Planning
Utah
– -$31.1K -167 Closed
CRFG
1606
Columbia River Financial Group
Washington
– -$19K -103 Closed
HIMS
1607
Hager Investment Management Services
New Hampshire
– -$15.3K -82 Closed
WTFG
1608
Wood Tarver Financial Group
Idaho
– -$11.2K -60 Closed
FM
1609
Family Management
New York
– -$11K -59 Closed
SIS
1610
Strategic Investment Solutions
Illinois
– -$11K -59 Closed
HCA
1611
Heck Capital Advisors
Wisconsin
– -$10.2K -55 Closed
FGA
1612
Fortis Group Advisors
New Jersey
– -$9.69K -52 Closed
SFG
1613
Stonebridge Financial Group
Pennsylvania
– -$6.33K -34 Closed
RAM
1614
Riggs Asset Management
Pennsylvania
– -$3.54K -19 Closed
PPWM
1615
PFG Private Wealth Management
Florida
– -$2.98K -16 Closed
NC
1616
NewSquare Capital
Pennsylvania
– -$2.98K -16 Closed
AT
1617
Avalon Trust
New Mexico
– -$2.26K -12 Closed
FP
1618
Financial Perspectives
Minnesota
– -$1.68K -9 Closed
HI
1619
Hoey Investments
Pennsylvania
– -$1.31K -7 Closed
CWM
1620
Compass Wealth Management
Connecticut
– -$1.31K -7 Closed
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