VBR icon

Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,535 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, 605 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,535
Holders Change
+27
Holders Change %
+1.79%
% of All Funds
20.59%
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
605
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
$161M
3
Corient Private Wealth
Corient Private Wealth
Florida
$98.7M
4
WL
WIT LLC
District of Columbia
$48.8M
5
AssetMark Inc
AssetMark Inc
California
$850M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.97B
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$222M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$208M
4
UOMF
University of Maryland Foundation
Maryland
$0
5
CFFP
Center for Financial Planning
Michigan
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTIM
151
BancFirst Trust & Investment Management
Oklahoma
$12.3M +$911K +4,652 +8%
HWM
152
HB Wealth Management
Georgia
$12M +$672K +3,447 +6%
VFG
153
Victory Financial Group
Texas
$12M +$657K +3,369 +6%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$11.9M -$954K -4,893 -7%
DADC
155
D.A. Davidson & Co
Montana
$11.8M -$1.01M -5,188 -8%
SFP
156
Shepherd Financial Partners
Massachusetts
$11.7M -$1.47M -7,528 -11%
WAM
157
Weinberger Asset Management
California
$11.6M +$836K +4,286 +8%
FSWA
158
Financial Synergies Wealth Advisors
Texas
$11.6M -$186K -956 -2%
Bank of New York Mellon
159
Bank of New York Mellon
New York
$11.6M -$1.25M -6,389 -10%
GC
160
Garde Capital
Washington
$11.5M -$39.4K -202 -0.3%
SCM
161
Steele Capital Management
Iowa
$11.5M +$2.28M +11,632 +25%
CFFP
162
Center for Financial Planning
Michigan
$11.4M -$36.2M -185,799 -76%
MWA
163
Moser Wealth Advisors
Washington
$11.4M -$1.18M -6,064 -9%
M&T Bank
164
M&T Bank
New York
$11.3M +$1.69M +8,674 +18%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$11.3M -$4.09M -20,982 -27%
CTWM
166
Cherry Tree Wealth Management
Minnesota
$11.2M -$46.4K -238 -0.4%
AFG
167
Atomi Financial Group
New York
$11.2M -$1.9M -9,724 -15%
JE
168
JMAC Enterprises
Pennsylvania
$11.1M +$104K +533 +0.9%
AIP
169
Almanack Investment Partners
Pennsylvania
$11M +$11M +56,450 New
WBG
170
Wharton Business Group
Pennsylvania
$11M -$1.16M -5,945 -10%
PWM
171
Praetorian Wealth Management
California
$11M -$479K -2,455 -4%
CCA
172
Checchi Capital Advisers
California
$10.8M -$3.42M -17,544 -24%
SC
173
Sepio Capital
Utah
$10.7M -$15.9M -81,609 -60%
WIC
174
Willis Investment Counsel
Georgia
$10.6M +$4.99M +25,603 +89%
PFA
175
Pure Financial Advisors
California
$10.6M -$2.75M -14,084 -21%
5 6
7
8 9