VBR icon

Vanguard Small-Cap Value ETF

1,509 hedge funds and large institutions have $16.2B invested in Vanguard Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
-64
Holders Change %
-4.07%
% of All Funds
20.5%
Holding in Top 10
104
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.86%
% of All Funds
1.41%
New
88
Increased
586
Reduced
571
Closed
114
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MGW
601
MB Generational Wealth
Washington
$1.5M -$381K -2,046 -20%
KWM
602
Kingsview Wealth Management
Oregon
$1.5M -$108K -581 -7%
WBC
603
West Branch Capital
Massachusetts
$1.5M -$129K -692 -8%
IP
604
Intellectus Partners
California
$1.48M +$564K +3,027 +61%
LWM
605
Liberty Wealth Management
California
$1.44M +$23.7K +127 +2%
Empower Advisory Group
606
Empower Advisory Group
Colorado
$1.44M -$215K -1,152 -13%
GC
607
Grange Capital
Oregon
$1.44M +$46.4K +249 +3%
FLPIM
608
F.L. Putnam Investment Management
Massachusetts
$1.43M -$1.53M -8,231 -52%
NFG
609
Nations Financial Group
Iowa
$1.43M -$175K -939 -11%
BCM
610
BluePointe Capital Management
California
$1.43M +$1.18M +6,316 +464%
DE
611
Diversified Enterprises
Delaware
$1.41M +$649K +3,484 +85%
TFF
612
The Family Firm
Maryland
$1.41M +$33.5K +180 +2%
CAG
613
Csenge Advisory Group
Florida
$1.4M -$85.5K -494 -6%
TBT
614
Texas Bank & Trust
Texas
$1.4M -$20.1K -108 -1%
BWM
615
BigSur Wealth Management
Florida
$1.39M
DB
616
Dravo Bay
Delaware
$1.39M -$139K -746 -9%
HR
617
Hardy Reed
Mississippi
$1.39M
JFG
618
Jefferies Financial Group
New York
$1.38M +$34.5K +185 +3%
GA
619
GFS Advisors
Texas
$1.37M
ADL
620
Asset Dedication LLC
California
$1.36M -$600K -3,221 -31%
SQA
621
Simon Quick Advisors
New Jersey
$1.36M -$29.8K -160 -2%
PMG
622
ProVise Management Group
Florida
$1.36M
BP
623
Ballentine Partners
Massachusetts
$1.36M +$23.1K +124 +2%
EWM
624
Evergreen Wealth Management
Michigan
$1.36M -$2.54M -13,634 -65%
1IA
625
1834 Investment Advisors
Wisconsin
$1.35M +$24.4K +131 +2%