VBR icon

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 89 funds opening new positions, 585 increasing their positions, 570 reducing their positions, and 114 closing their positions.

Holders
1,508
Holders Change
-63
Holders Change %
-4.01%
% 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
89
Increased
585
Reduced
570
Closed
114
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M

Top Buyers

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.17B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$243M
3
PAS
3
Park Avenue Securities
New York
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$90.7M
5
Betterment LLC
5
Betterment LLC
New York
$625M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.17B 17,000,309 -1,451,913 -8%
AssetMark Inc
2
AssetMark Inc
California
$778M 4,174,765 +176,559 +4%
Morgan Stanley
3
Morgan Stanley
New York
$733M 3,932,705 +75,488 +2%
Betterment LLC
4
Betterment LLC
New York
$625M 3,353,053 -193,719 -5%
Wells Fargo
5
Wells Fargo
California
$335M 1,798,046 +16,816 +0.9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$330M 1,773,578 -104,802 -6%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$326M 1,752,227 +58,237 +3%
UBS Group
8
UBS Group
Switzerland
$311M 1,670,851 -51,623 -3%
AL
9
Aspiriant LLC
California
$287M 1,541,432 +317,301 +26%
LPL Financial
10
LPL Financial
California
$259M 1,389,827 +101,988 +8%
SEI Investments
11
SEI Investments
Pennsylvania
$258M 1,385,332 +70,433 +5%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$243M 1,311,587 -1,089,005 -45%
Raymond James Financial
13
Raymond James Financial
Florida
$180M 967,699 -15,170 -2%
MG
14
Mather Group
Illinois
$163M 876,639 +18,311 +2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$149M 798,111 +6,657 +0.8%
CL
16
Choreo LLC
Illinois
$148M 792,246 -29,966 -4%
Ameriprise
17
Ameriprise
Minnesota
$145M 779,514 +22,992 +3%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$144M 774,998 +13,403 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$144M 773,070 +76,483 +11%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$139M 748,249 +33,605 +5%
AF
21
Allworth Financial
California
$134M 745,659 +2,642 +0.4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$134M 718,232 +68,145 +10%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$124M 667,709 +155,039 +30%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$121M 648,984 +34,660 +6%
EA
25
Efficient Advisors
Ohio
$106M 567,895 +15,376 +3%
1
2 3 4 5