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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 %
CPA
201
Cardiff Park Advisors
California
$9.09M – – –
EWA
202
EP Wealth Advisors
California
$9.04M +$293K +1,504 +3%
ODA
203
One Degree Advisors
California
$9.03M +$420K +2,153 +5%
PP
204
Prosperity Planning
Missouri
$8.93M -$357K -1,833 -4%
SFG
205
Sage Financial Group
Pennsylvania
$8.93M +$159K +813 +2%
FFP
206
Forbes Financial Planning
Rhode Island
$8.69M -$545K -2,793 -6%
FWI
207
Facet Wealth Inc
Maryland
$8.68M -$1.29M -6,488 -13%
DC
208
Davenport & Co
Virginia
$8.65M +$271K +1,392 +3%
SIA
209
Spectrum Investment Advisors
Wisconsin
$8.63M +$584K +2,996 +7%
WFP
210
Wrenne Financial Planning
Kentucky
$8.5M +$2.97M +15,246 +54%
PP
211
PrairieView Partners
Minnesota
$8.47M +$36.3K +186 +0.4%
AllianceBernstein
212
AllianceBernstein
Tennessee
$8.46M +$462K +2,370 +6%
FMTCOCP
213
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8.42M +$862K +4,423 +11%
FTS
214
Fifth Third Securities
Ohio
$8.41M +$398K +2,040 +5%
SRC
215
Shufro Rose & Co
New York
$8.37M -$42.7K -229 -0.5%
CWA
216
Cornerstone Wealth Advisors
Minnesota
$8.18M -$484K -2,483 -6%
Brown Advisory
217
Brown Advisory
Maryland
$8.15M +$889K +4,560 +12%
SMWM
218
Silvia McColl Wealth Management
California
$8.08M -$117K -600 -1%
BDF
219
Black Diamond Financial
Maryland
$8.05M -$2.26M -11,573 -22%
TCWM
220
Total Clarity Wealth Management
Illinois
$8.04M +$4.63M +23,750 +136%
ML
221
Mayport LLC
Massachusetts
$8.01M +$815K +4,178 +11%
KBFS
222
Kohmann Bosshard Financial Services
Ohio
$8.01M +$6.24K +32 +0.1%
AWM
223
AE Wealth Management
Kansas
$7.95M +$474K +2,432 +6%
IFS
224
Ifrah Financial Services
Arkansas
$7.94M -$115K -592 -1%
FAT
225
First American Trust
California
$7.91M +$8.78K +45 +0.1%
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