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
MFF
626
Michels Family Financial
Texas
$1.49M
KWA
627
Kingswood Wealth Advisors
California
$1.47M
HNB
628
Huntington National Bank
Ohio
$1.46M
MFS
629
McNamara Financial Services
Massachusetts
$1.45M
FHC
630
Forest Hill Capital
Arkansas
$1.44M
DE
631
Diversified Enterprises
Delaware
$1.44M
FB
632
Fulton Bank
Pennsylvania
$1.44M
ADL
633
Asset Dedication LLC
California
$1.43M
PMG
634
ProVise Management Group
Florida
$1.43M
CMBA
635
C.M. Bidwell & Associates
Hawaii
$1.42M
DAS
636
Dynamic Advisor Solutions
Arizona
$1.42M
PCA
637
Prosperity Capital Advisors
Ohio
$1.41M
GA
638
GFS Advisors
Texas
$1.41M
WIP
639
WealthCare Investment Partners
Rhode Island
$1.4M
WA
640
Wealth Alliance
New York
$1.4M
Empower Advisory Group
641
Empower Advisory Group
Colorado
$1.39M
NDSI
642
Newman Dignan & Sheerar Inc
Rhode Island
$1.39M
SB
643
Strategic Blueprint
Georgia
$1.39M
TNBTD
644
Trustmark National Bank Trust Department
Mississippi
$1.38M
PFBT
645
Parkside Financial Bank & Trust
Missouri
$1.37M
FCA
646
Fortis Capital Advisors
Kansas
$1.37M
PD
647
Planning Directions
Pennsylvania
$1.37M
1IA
648
1834 Investment Advisors
Wisconsin
$1.37M
DB
649
Dravo Bay
Delaware
$1.37M
VT
650
Vise Technologies
New York
$1.36M