In Q2 2025, several firms reduced small-cap stock holdings, with WMG and Clear Creek cutting Vanguard Small-Cap ETF stakes, while 3Chopt sold Vanguard Small-Cap Value ETF shares.

In the second quarter of 2025, WMG Financial Advisors LLC and Clear Creek Financial Management LLC reduced their holdings in the Vanguard Small-Cap ETF (VB), while 3Chopt Investment Partners LLC sold shares of the Vanguard Small-Cap Value ETF (VBR). VB's value rose to about $294,000 and $1.41 million respectively, with both firms decreasing exposure to small-cap equities. VBR’s stake was valued at $3.225 million, with the fund trading around $207.49. Assetmark Inc. increased its VBR holdings during the first quarter.