VBR icon

Vanguard Small-Cap Value ETF

1,562 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, 573 increasing their positions, 579 reducing their positions, and 76 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: $ → $

more funds holding

Funds holding:

0.15% more ownership

Funds ownership: 56.71%56.86% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 579

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,562
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 +$42.8M
2 +$38.9M
3 +$25.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.3M
5
BW
Balance Wealth
Ohio
+$20.5M

Top Sellers

1 -$48.3M
2 -$37.8M
3 -$32M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.3M
5
Betterment LLC
Betterment LLC
New York
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
626
Nations Financial Group
Iowa
$1.51M
ODIJL
627
One Day In July LLC
Vermont
$1.51M
VA
628
Vestwell Advisors
New York
$1.51M
BP
629
Ballentine Partners
Massachusetts
$1.5M
AW
630
Alteri Wealth
California
$1.49M
BEAM
631
Baker Ellis Asset Management
Washington
$1.49M
SMCM
632
Sky-Mountain Capital Management
Idaho
$1.49M
EWM
633
Evergreen Wealth Management
Michigan
$1.49M
MFF
634
Michels Family Financial
Texas
$1.49M
KWA
635
Kingswood Wealth Advisors
California
$1.47M
HNB
636
Huntington National Bank
Ohio
$1.46M
MFS
637
McNamara Financial Services
Massachusetts
$1.45M
FHC
638
Forest Hill Capital
Arkansas
$1.44M
DE
639
Diversified Enterprises
Delaware
$1.44M
FB
640
Fulton Bank
Pennsylvania
$1.44M
ADL
641
Asset Dedication LLC
California
$1.43M
PMG
642
ProVise Management Group
Florida
$1.43M
CMBA
643
C.M. Bidwell & Associates
Hawaii
$1.42M
DAS
644
Dynamic Advisor Solutions
Arizona
$1.42M
PCA
645
Prosperity Capital Advisors
Ohio
$1.41M
GA
646
GFS Advisors
Texas
$1.41M
WIP
647
WealthCare Investment Partners
Rhode Island
$1.4M
WA
648
Wealth Alliance
New York
$1.4M
Empower Advisory Group
649
Empower Advisory Group
Colorado
$1.39M
NDSI
650
Newman Dignan & Sheerar Inc
Rhode Island
$1.39M