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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 %
SP
176
Symmetry Partners
Connecticut
$10.6M -$3.16M -16,217 -23%
FOFP
177
Fee-Only Financial Planning
South Carolina
$10.5M +$3.71K +19 +0%
SC
178
Swan Capital
Florida
$10.4M +$5.1M +26,134 +95%
FPW
179
Flywheel Private Wealth
California
$10.4M +$1.24M +6,348 +14%
MCM
180
MAI Capital Management
Ohio
$10.4M -$134K -686 -1%
JC
181
JBGlobal.com
New York
$10.2M -$4.07M -20,849 -28%
VC
182
Veery Capital
Delaware
$10.2M +$600K +3,078 +6%
LI
183
LMCG Investments
Massachusetts
$10.2M -$463K -2,373 -4%
BWFA
184
Baltimore-Washington Financial Advisors
Maryland
$10.1M -$943K -4,835 -9%
HCMT
185
Highland Capital Management (Tennessee)
Tennessee
$10.1M -$47K -241 -0.5%
William Blair & Company
186
William Blair & Company
Illinois
$10.1M -$705K -3,616 -7%
CIA
187
Concurrent Investment Advisors
Florida
$9.89M +$129K +662 +1%
FCM
188
Firestone Capital Management
Florida
$9.84M +$347K +1,778 +4%
JIC
189
Joel Isaacson & Co
New York
$9.64M +$2.18M +11,172 +29%
GFA
190
Gladwyn Financial Advisors
Virginia
$9.63M +$9.63M +49,372 New
Citadel Advisors
191
Citadel Advisors
Florida
$9.53M +$5.88M +30,176 +161%
LSA
192
Lansing Street Advisors
Pennsylvania
$9.52M +$4.81M +24,528 +102%
CA
193
Capital Advantage
California
$9.52M -$5.86M -30,066 -38%
BCIM
194
Bishop & Co Investment Management
Pennsylvania
$9.5M -$88.1K -452 -0.9%
CI
195
CX Institutional
Indiana
$9.38M +$2.38M +12,194 +34%
FWP
196
Family Wealth Partners
North Carolina
$9.28M -$295K -1,512 -3%
ES
197
Eagle Strategies
New York
$9.27M +$1.42M +7,304 +18%
BNP Paribas Financial Markets
198
BNP Paribas Financial Markets
France
$9.24M +$2.15M +11,000 +30%
KPWS
199
Kestra Private Wealth Services
Texas
$9.16M -$145K -743 -2%
PA
200
Parallel Advisors
California
$9.15M +$237K +1,215 +3%
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