VBR icon

Vanguard Small-Cap Value ETF

1,541 hedge funds and large institutions have $17.6B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 563 increasing their positions, 572 reducing their positions, and 77 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

0.53% less ownership

Funds ownership: 56.68%56.15% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,541
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.7M
Puts
$1.71M
Net Calls
Net Calls Change

Top Buyers

1 +$43.7M
2 +$39.7M
3 +$25.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.8M
5
BW
Balance Wealth
Ohio
+$21M

Top Sellers

1 -$246M
2 -$49.3M
3 -$43.1M
4
UBS Group
UBS Group
Switzerland
-$38.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
401
CWA Asset Management Group
Florida
$3.69M
UB
402
UMB Bank
Missouri
$3.69M
CA
403
CWC Advisors
Oregon
$3.68M
IWS
404
Integrity Wealth Solutions
Colorado
$3.65M
PPWM
405
PFG Private Wealth Management
Florida
$3.65M
IFA
406
Index Fund Advisors
California
$3.65M
WP
407
WealthShield Partners
North Carolina
$3.61M
FWP
408
FAS Wealth Partners
Kansas
$3.59M
FFO
409
Fiduciary Family Office
Florida
$3.58M
FAN
410
Financial Advisors Network
California
$3.58M
EA
411
Echo45 Advisors
California
$3.57M
AWS
412
Aspen Wealth Strategies
Colorado
$3.55M
WF
413
Warner Financial
Maryland
$3.54M
FA
414
FDx Advisors
Illinois
$3.52M
CWM
415
Cranbrook Wealth Management
Michigan
$3.51M
WRPWM
416
Werba Rubin Papier Wealth Management
California
$3.5M
JWA
417
JFS Wealth Advisors
Pennsylvania
$3.47M
WFM
418
Wolff Financial Management
Michigan
$3.45M
SCP
419
Stevens Capital Partners
Nebraska
$3.44M
RWM
420
Rialto Wealth Management
New York
$3.43M
MBI
421
May Barnhard Investments
Maryland
$3.4M
AC
422
Annandale Capital
Texas
$3.39M
CFD
423
Creative Financial Designs
Indiana
$3.38M
3IP
424
3Chopt Investment Partners
Virginia
$3.35M
NW
425
NewEdge Wealth
Pennsylvania
$3.34M