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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 %
Bank of America
1
Bank of America
North Carolina
$2.97B -$345M -1,770,647 -10%
AssetMark Inc
2
AssetMark Inc
California
$850M +$36.2M +185,712 +4%
Morgan Stanley
3
Morgan Stanley
New York
$754M -$13.1M -67,082 -2%
Betterment LLC
4
Betterment LLC
New York
$624M -$29.8M -152,582 -5%
Wells Fargo
5
Wells Fargo
California
$353M +$2.26M +11,570 +0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$332M -$13.7M -70,440 -4%
UBS Group
7
UBS Group
Switzerland
$319M -$7.2M -36,940 -2%
AL
8
Aspiriant LLC
California
$289M -$11.3M -57,978 -4%
LPL Financial
9
LPL Financial
California
$280M +$9.16M +46,966 +3%
SEI Investments
10
SEI Investments
Pennsylvania
$278M +$8.09M +41,495 +3%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$222M -$120M -615,641 -35%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$208M -$48.7M -248,617 -19%
Raymond James Financial
13
Raymond James Financial
Florida
$180M -$8.55M -43,819 -5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$172M +$31.7M +162,575 +23%
MG
15
Mather Group
Illinois
$170M -$612K -3,139 -0.4%
Osaic Holdings
16
Osaic Holdings
Arizona
$161M +$66.2M +340,515 +70%
HighTower Advisors
17
HighTower Advisors
Illinois
$160M +$9.45M +48,461 +6%
AF
18
Allworth Financial
California
$155M +$9.58M +49,116 +7%
TIAA Trust, National Association
19
TIAA Trust, National Association
North Carolina
$153M +$1.46M +7,508 +1%
CL
20
Choreo LLC
Illinois
$152M -$2.81M -14,357 -2%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$152M -$3.43M -17,573 -2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$146M +$19.2M +98,344 +15%
Ameriprise
23
Ameriprise
Minnesota
$145M -$7.92M -40,495 -5%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$137M +$6.41M +32,856 +5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$130M -$16.1M -82,603 -11%
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