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
QWP
551
Quotient Wealth Partners
Texas
$2.2M -$66.8K -319 -3%
BCM
552
BTC Capital Management
Iowa
$2.18M +$126K +602 +6%
NOI
553
Newton One Investments
Delaware
$2.17M +$7.12K +34 +0.3%
AIM
554
Advyzon Investment Management
Illinois
$2.17M +$183K +873 +9%
MA
555
MONECO Advisors
Connecticut
$2.17M +$16.5K +79 +0.8%
FLI
556
Family Legacy Inc
South Carolina
$2.17M +$41.5K +198 +2%
PA
557
Probity Advisors
Texas
$2.16M -$64.5K -308 -3%
CCWA
558
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.16M -$3.56K -17 -0.2%
UWM
559
USAdvisors Wealth Management
Minnesota
$2.14M +$68.3K +326 +3%
RC
560
Roundview Capital
New Jersey
$2.12M
OCPWS
561
One Charles Private Wealth Services
Massachusetts
$2.12M +$419 +2 +0%
FFO
562
Fortitude Family Office
Arizona
$2.12M
ACS
563
Archford Capital Strategies
Illinois
$2.12M -$67.6K -323 -3%
Bessemer Group
564
Bessemer Group
New Jersey
$2.12M +$18.2K +87 +0.9%
OC
565
Optima Capital
Oregon
$2.11M -$408K -1,948 -16%
RTL
566
Red Tortoise LLC
Georgia
$2.1M +$497K +2,372 +31%
RCM
567
RMR Capital Management
California
$2.1M -$172K -823 -8%
WA
568
Waystone Advisors
Washington
$2.1M +$2.08M +9,925 New
AC
569
AlphaCore Capital
California
$2.1M +$111K +531 +6%
TFA
570
Tobias Financial Advisors
Florida
$2.09M -$42.1K -201 -2%
CFAM
571
Center For Asset Management
Florida
$2.08M -$102K -488 -5%
1WA
572
180 Wealth Advisors
Washington
$2.06M -$24.9K -119 -1%
LWM
573
Liberty Wealth Management
California
$2.04M +$99K +473 +5%
CCM
574
Coldstream Capital Management
Washington
$2.01M
PCM
575
Parsons Capital Management
Rhode Island
$2.01M +$135K +643 +7%