Vanguard Small-Cap Value
VBR • ARCA
Vanguard Small-Cap Value is an exchange-traded fund on ARCA. As of Q3 2025, 1,529 institutional investors hold shares in this ETF, with total holdings valued at $17.7B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $3.2B.
Overview
Overview of institutional ownership in VBR as of Q3 2025
All Institutions
- Institutions
- 1,529
- Value Held
- $17.7B
- Shares Held
- 84.9M
- Avg Position
- $11.6M
- Median Position
- $927.3K
Hedge Funds
- Hedge Funds
- 19
- Value Held
- $58.9M
- Shares Held
- 282.6K
- Avg Position
- $3.1M
- Median Position
- $1.0M
Biggest Investors
Institutions with the largest positions in VBR as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $3.2B 0.24% of portfolio |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $890.4M 1.91% of portfolio |
 MORGAN STANLEY RIA/Wealth | $799.5M 0.05% of portfolio |
 Betterment LLC RIA/Wealth | $647.0M 1.37% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $370.8M 0.08% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $346.4M 0.10% of portfolio |
 ASPIRIANT, LLC RIA/Wealth | $318.8M 9.75% of portfolio |
S SEI INVESTMENTS CO Institution | $303.1M 0.33% of portfolio |
 UBS Group AG Institution | $302.4M 0.06% of portfolio |
L LPL Financial LLC Institution | $298.5M 0.09% of portfolio |
Net Capital Flow
Institutional buying and selling activity for VBR in Q3 2025
- Traded
- +$39.8M
- Buyers
- 684
- Sellers
- 632
- Total Bought
- +$588.9M
- Total Sold
- −$549.0M
- Avg Position
- $11.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$43.7M +209.1K shares |
 Cetera Investment Advisers RIA/Wealth | +$39.7M +190.1K shares |
 Pensionmark Financial Group, LLC Pension/Endowment | +$25.9M +124.2K shares |
C CI Private Wealth, LLC RIA/Wealth | +$25.8M +123.6K shares |
 Balance Wealth, LLC RIA/Wealth | +$21.0M +100.4K shares |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | +$18.3M +87.9K shares |
 Marmo Financial Group, LLC RIA/Wealth | +$17.6M +84.3K shares |
A Advisor Group Holdings, Inc. Institution | +$15.3M +73.2K shares |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | +$15.2M +73.0K shares |
 PARK AVENUE SECURITIES LLC RIA/Wealth | +$14.5M +69.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 MATHER GROUP, INC. RIA/Wealth | −$49.3M −236.2K shares |
 Strategic Investment Advisors / MI RIA/Wealth | −$43.1M −60.5K shares |
UBS Group AG Institution | −$38.6M −184.8K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | −$32.8M −156.5K shares |
C Colony Group, LLC Institution | −$30.9M −148.1K shares |
Betterment LLC RIA/Wealth | −$21.0M −100.4K shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | −$19.7M −94.5K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$15.9M −76.3K shares |
 STEPHENS GROUP ASSET MANAGEMENT, LLC RIA/Wealth | −$15.7M −75.3K shares |
R RETIREMENT FINANCIAL SOLUTIONS, LLC RIA/Wealth | −$15.0M −77.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited VBR in Q3 2025
- New Positions
- 55
- New Value
- $87.8M
- Exited Positions
- 73
- Exited Value
- $67.1M
New Positions
| Institution | Position Value |
|---|---|
Balance Wealth, LLC RIA/Wealth | $21.0M 100.4K shares |
Marmo Financial Group, LLC RIA/Wealth | $17.6M 84.3K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | $10.6M 50.6K shares |
R ROYCE & ASSOCIATES LLC Institution | $8.6M 41.2K shares |
 BAKER TILLY FINANCIAL, LLC RIA/Wealth | $4.0M 19.0K shares |
C Capitolis Liquid Global Markets LLC Private Equity | $3.3M 16.0K shares |
 Sellwood Investment Partners LLC Fund of Funds | $2.5M 11.8K shares |
S Stonegate Management LLC Institution | $2.1M 10.2K shares |
 Fortitude Family Office, LLC Family Office | $2.1M 10.0K shares |
 CHILTON INVESTMENT CO LLC Hedge Fund•Long/Short | $1.9M 9.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
R RETIREMENT FINANCIAL SOLUTIONS, LLC RIA/Wealth | $15.0M 77.0K shares |
 Almanack Investment Partners, LLC. RIA/Wealth | $11.0M 56.5K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $5.9M 23.8K shares |
 Evergreen Private Wealth LLC RIA/Wealth | $3.4M 17.3K shares |
F FLOW TRADERS U.S. LLC Institution | $3.2M 16.4K shares |
 TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy | $2.2M 11.5K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | $2.1M 10.7K shares |
E EWG Elevate Inc. Institution | $2.0M 10.3K shares |
 Gotham Asset Management, LLC Hedge Fund•Long/Short | $2.0M 10.2K shares |
G GTS SECURITIES LLC Institution | $1.9M 9.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in VBR as of Q3 2025
- Call Positions
- 5
- Call Value
- $13.7M
- Put Positions
- 3
- Put Value
- $1.7M
Call Positions
| Institution | Position Value |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $8.0M 385.0 contracts |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $2.7M 129.0 contracts |
J JANE STREET GROUP, LLC Institution | $1.5M 74.0 contracts |
W WOLVERINE TRADING, LLC Institution | $1.2M 57.0 contracts |
B Belvedere Trading LLC Institution | $271.3K 13.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $667.9K 32.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $584.4K 28.0 contracts |
J JANE STREET GROUP, LLC Institution | $459.2K 22.0 contracts |
Most Committed Institutions
Institutions with VBR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Mokosak Advisory Group, LLC RIA/Wealth | 16.91% $64.6M |
 25 LLC Real Assets | 13.66% $40.1M |
 Opal Wealth Advisors, LLC RIA/Wealth | 10.91% $39.2M |
 TrueWealth Financial Partners RIA/Wealth | 9.94% $19.5M |
 JBGlobal.com LLC RIA/Wealth | 9.92% $9.7M |
ASPIRIANT, LLC RIA/Wealth | 9.75% $318.8M |
F FLYWHEEL PRIVATE WEALTH LLC RIA/Wealth | 9.34% $12.0M |
 BHK Investment Advisors, LLC RIA/Wealth | 9.08% $24.3M |
 Financial Advisory Corp RIA/Wealth | 8.69% $59.0M |
Marmo Financial Group, LLC RIA/Wealth | 8.52% $17.6M |
Hedge Fund Spotlight
Discover hedge funds investing in VBR
Core Wealth Partners LLC
Hedge Fund • Long/Short
Portfolio ManagerMichael John Hall
- Portfolio Value
- $217.4M
- Positions
- 177
- Last Reported
- Q3 2025
Sector Allocation
Position in Vanguard Small-Cap Value
- Market Value
- $223.9K
- Shares Held
- 1.1K
- Portfolio Weight
- 0.10%
- Owned Since
- 2024-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $16.5M | 7.57% | |
Industrial - Machinery Industrials | $14.6M | 6.70% | |
Software - Infrastructure Technology | $8.0M | 3.70% |
