VBR icon

Vanguard Small-Cap Value ETF

1,547 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, 510 increasing their positions, 615 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NJIM
251
Nabity-Jensen Investment Management
Nebraska
$6.86M
GCM
252
Granby Capital Management
Florida
$6.83M
AFO
253
Aurelius Family Office
New Hampshire
$6.81M
TC
254
Tacita Capital
Ontario, Canada
$6.8M
GM
255
GeoWealth Management
Illinois
$6.78M
AWS
256
Atria Wealth Solutions
New York
$6.74M
WLIM
257
White Lighthouse Investment Management
Massachusetts
$6.72M
MFWP
258
Mosaic Family Wealth Partners
Missouri
$6.7M
Wealthfront Advisers
259
Wealthfront Advisers
California
$6.66M
WIC
260
Whitegate Investment Counselors
New Hampshire
$6.58M
EFG
261
Everhart Financial Group
Ohio
$6.58M
CFS
262
Cannon Financial Strategists
Georgia
$6.53M
CPIG
263
Chicago Partners Investment Group
Illinois
$6.39M
ACA
264
Ackerman Capital Advisors
Texas
$6.37M
AIS
265
American Investment Services
Massachusetts
$6.36M
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$6.36M
Vanguard Group
267
Vanguard Group
Pennsylvania
$6.32M
AA
268
Atmos Advisory
Pennsylvania
$6.32M
CIA
269
Compass Ion Advisors
Pennsylvania
$6.3M
VCAM
270
Van Cleef Asset Management
Ohio
$6.25M
SWA
271
SOA Wealth Advisors
New York
$6.22M
CM
272
Cornerstone Management
Georgia
$6.18M
NB
273
NBT Bank
New York
$6.15M
SW
274
SkyOak Wealth
Michigan
$6.08M
First Manhattan
275
First Manhattan
New York
$6M