VBR icon

Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
601
NorthRock Partners
Minnesota
$1.63M
PCM
602
Parsons Capital Management
Rhode Island
$1.63M
I
603
InvesTrust
Oklahoma
$1.62M
CSB
604
City State Bank
Iowa
$1.61M
PCMC
605
Paragon Capital Management (Colorado)
Colorado
$1.6M
IAS
606
Insigneo Advisory Services
Florida
$1.59M
HF
607
HRT Financial
New York
$1.57M
IA
608
IFP Advisors
Florida
$1.56M
TCOV
609
Trust Company of Vermont
Vermont
$1.56M
MSWMA
610
Market Street Wealth Management Advisors
Indiana
$1.55M
MSA
611
Marino Stram & Associates
Massachusetts
$1.55M
MSWM
612
McGlone Suttner Wealth Management
Wisconsin
$1.55M
VA
613
VestGen Advisors
Illinois
$1.53M
FFN
614
Focus Financial Network
Minnesota
$1.53M
KWM
615
Kingsview Wealth Management
Oregon
$1.52M
SHFA
616
SC&H Financial Advisors
Maryland
$1.52M
WIP
617
WealthCare Investment Partners
Rhode Island
$1.51M
BWP
618
BSW Wealth Partners
Colorado
$1.51M
CCA
619
Clarity Capital Advisors
Florida
$1.49M
RFS
620
Richardson Financial Services
Massachusetts
$1.49M
NFG
621
Nations Financial Group
Iowa
$1.47M
WIA
622
World Investment Advisors
California
$1.47M
CAG
623
Csenge Advisory Group
Florida
$1.47M
BWM
624
BigSur Wealth Management
Florida
$1.46M
BOH
625
Bank of Hawaii
Hawaii
$1.46M