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Vanguard Small-Cap Value ETF

1,572 hedge funds and large institutions have $17.8B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 577 increasing their positions, 582 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $1.71M

56% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 75

7% more capital invested

Capital invested by funds: $16.7B → $17.8B (+$1.13B)

1% more funds holding

Funds holding: 1,5591,572 (+13)

0.15% more ownership

Funds ownership: 56.79%56.95% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 582

5% less funds holding in top 10

Funds holding in top 10: 9893 (-5)

Holders
1,572
Holders Change
+13
Holders Change %
+0.83%
% of All Funds
20.63%
Holding in Top 10
93
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.1%
% of All Funds
1.22%
New
117
Increased
577
Reduced
582
Closed
75
Calls
$13.7M
Puts
$1.71M
Net Calls
+$12M
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$115M -$30.3M -148,105 -21%
RWP
27
RWA Wealth Partners
Massachusetts
$101M +$3.36M +16,440 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$101M -$4.07M -19,902 -4%
MCCA
29
Mill Creek Capital Advisors
Pennsylvania
$101M -$218K -1,064 -0.2%
PAS
30
Park Avenue Securities
New York
$98.5M +$14.2M +69,685 +17%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$96.2M -$3.97M -19,397 -4%
Mariner
32
Mariner
Kansas
$96.1M +$1.65M +8,060 +2%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$94.3M +$2.28M +11,173 +3%
MGIA
34
Moneta Group Investment Advisors
Missouri
$93.8M +$2.52M +12,344 +3%
JFG
35
JMG Financial Group
Illinois
$82.4M -$644K -3,151 -0.8%
RIA
36
Retirement Investment Advisors
Oklahoma
$80.6M +$1.32M +6,446 +2%
Retirement Systems of Alabama
37
Retirement Systems of Alabama
Alabama
$79.8M
SGAM
38
Stephens Group Asset Management
Arkansas
$79M -$15.4M -75,260 -17%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$76.7M +$2.63M +12,882 +4%
WANY
40
Wealthspire Advisors (New York)
New York
$75M +$483K +2,360 +0.7%
MWM
41
Modera Wealth Management
New Jersey
$74.8M -$787K -3,850 -1%
UCFA
42
United Capital Financial Advisors
Texas
$73M -$4.73M -23,155 -6%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$72.9M -$6.56M -32,068 -8%
Stifel Financial
44
Stifel Financial
Missouri
$70.8M +$1.55M +7,571 +2%
Corient Private Wealth
45
Corient Private Wealth
Florida
$67.4M +$25.3M +123,629 +62%
Goldman Sachs
46
Goldman Sachs
New York
$66.1M -$8.31M -40,626 -11%
RA
47
Rodgers & Associates
Pennsylvania
$65.6M -$527K -2,577 -0.8%
MAG
48
Mokosak Advisory Group
Iowa
$64.6M +$964K +4,717 +2%
Creative Planning
49
Creative Planning
Kansas
$64.1M +$1.93M +9,415 +3%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$63.1M -$2.72M -13,298 -4%

VBR Hedge Fund Activity: Q3 2025 in Review

1,572 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q3 2025, worth a combined $17.8B — up 6.7% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new VBR positions and 75 closed out — a net gain of 42 holders — while 577 added to existing stakes and 582 trimmed.

The largest buyer was Bank of America, adding an estimated $42.8M. The largest seller was Mather Group, cutting an estimated $48.3M.

  • 1,572 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q3 2025, up from 1,559 in Q2 2025.
  • Funds reported $17.8B of Vanguard Small-Cap Value ETF stock for Q3 2025, up 6.7% quarter-over-quarter.
  • 117 funds opened new Vanguard Small-Cap Value ETF positions in Q3 2025 and 75 closed out, a net change of +42 holders.
  • The largest Vanguard Small-Cap Value ETF buyer in Q3 2025 was Bank of America, an estimated $42.8M added.
  • The largest Vanguard Small-Cap Value ETF seller in Q3 2025 was Mather Group, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2025.