We are live on ! Find out more
VBR icon

Vanguard Small-Cap Value ETF

1,696 hedge funds and large institutions have $18.4B invested in Vanguard Small-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 657 increasing their positions, 594 reducing their positions, and 54 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2% more funds holding in top 10

Funds holding in top 10: 103105 (+2)

2% less capital invested

Capital invested by funds: $18.8B → $18.4B (-$401M)

1.03% less ownership

Funds ownership: 57.97%56.94% (-1%)

Holders
1,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.6M
Puts
$3.91M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
351
Regal Investment Advisors
Michigan
$5.43M
OO
352
Obsido Oy
$5.41M
IWC
353
Integrated Wealth Concepts
Massachusetts
$5.39M
AWM
354
Apollon Wealth Management
South Carolina
$5.33M
ZC
355
Zeit Capital
Colorado
$5.33M
LG
356
LAM Group
Oregon
$5.33M
AWE
357
Avidian Wealth Enterprises
Texas
$5.32M
TC
358
Tenret Company
Florida
$5.27M
BRG
359
Bay Rivers Group
Virginia
$5.27M
SF
360
Seek First
California
$5.23M
LFS
361
Lutz Financial Services
Nebraska
$5.22M
IFWM
362
Institute for Wealth Management
Colorado
$5.16M
VNT
363
Vanguard National Trust
Pennsylvania
$5.14M
PNC
364
Park National Corp
Ohio
$5.13M
CA
365
CSM Advisors
Pennsylvania
$5.13M
CANC
366
Culbertson A N & Co
Virginia
$5.09M
SA
367
Strategic Advisors
New York
$5M
ERFOTCOFW
368
Employees Retirement Fund of the City of Fort Worth
Texas
$4.98M
PWM
369
Perigon Wealth Management
California
$4.95M
TI
370
Truepoint Inc
Ohio
$4.95M
SFO
371
Stokes Family Office
Louisiana
$4.93M
REMPR
372
Roof Eidam Maycock Peralta (REMP)
California
$4.92M
TF
373
Theory Financial
Colorado
$4.87M
VFA
374
Valeo Financial Advisors
Indiana
$4.87M
GJIA
375
Glass Jacobson Investment Advisors
Maryland
$4.86M