We are live on ! Find out more
VBR icon

Vanguard Small-Cap Value ETF

1,651 hedge funds and large institutions have $18.8B invested in Vanguard Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 652 increasing their positions, 512 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $2.35M

147% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 75

27% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 512

12% more funds holding in top 10

Funds holding in top 10: 92103 (+11)

6% more capital invested

Capital invested by funds: $17.8B → $18.8B (+$1.02B)

5% more funds holding

Funds holding: 1,5701,651 (+81)

1.08% more ownership

Funds ownership: 56.89%57.97% (+1.1%)

Holders
1,651
Holders Change
+81
Holders Change %
+5.16%
% of All Funds
20.09%
Holding in Top 10
103
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.96%
% of All Funds
1.25%
New
185
Increased
652
Reduced
512
Closed
75
Calls
$11.7M
Puts
$2.35M
Net Calls
+$9.32M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
351
Lutz Financial Services
Nebraska
$5.19M +$2.3K +11 +0%
AWM
352
Apollon Wealth Management
South Carolina
$5.18M -$131K -626 -2%
OO
353
Obsido Oy
$5.17M +$220K +1,053 +5%
EIM
354
Ervin Investment Management
Washington
$5.16M +$75.8K +362 +2%
BRG
355
Bay Rivers Group
Virginia
$5.15M +$189K +901 +4%
EGA
356
E&G Advisors
Texas
$5.13M +$37.7K +180 +0.7%
ZC
357
Zeit Capital
Colorado
$5.12M -$7.33K -35 -0.1%
SSW
358
Stone Summit Wealth
Florida
$4.94M -$90K -430 -2%
IFWM
359
Institute for Wealth Management
Colorado
$4.93M +$527K +2,519 +12%
TC
360
Tenret Company
Florida
$4.92M +$89.4K +427 +2%
Lido Advisors
361
Lido Advisors
California
$4.89M +$4.61K +22 +0.1%
AWE
362
Avidian Wealth Enterprises
Texas
$4.89M +$119K +567 +3%
BSB
363
Bangor Savings Bank
Maine
$4.88M -$89K -425 -2%
TI
364
Truepoint Inc
Ohio
$4.87M -$39.8K -190 -0.8%
ERFOTCOFW
365
Employees Retirement Fund of the City of Fort Worth
Texas
$4.85M
RLWM
366
RF&L Wealth Management
Massachusetts
$4.83M +$30.6K +146 +0.6%
PWM
367
Perigon Wealth Management
California
$4.83M -$35.8K -171 -0.7%
TA
368
TFB Advisors
Kansas
$4.8M -$2.72K -13 -0.1%
SFO
369
Stokes Family Office
Louisiana
$4.79M -$64.1K -306 -1%
CA
370
CSM Advisors
Pennsylvania
$4.77M +$636K +3,038 +16%
VFA
371
Valeo Financial Advisors
Indiana
$4.72M -$281K -1,342 -4%
CANC
372
Culbertson A N & Co
Virginia
$4.71M +$269K +1,285 +6%
FHC
373
First Horizon Corporation
Tennessee
$4.7M +$209 +1 +0%
CA
374
CGN Advisors
Kansas
$4.61M +$143K +685 +3%
SF
375
Seek First
California
$4.6M +$71.8K +343 +2%