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
CPW
676
Cove Private Wealth
New York
$1.29M
FIG
677
FSA Investment Group
Florida
$1.29M
CCA
678
Cadent Capital Advisors
Oklahoma
$1.28M
Envestnet Portfolio Solutions
679
Envestnet Portfolio Solutions
Illinois
$1.28M
MF
680
Meridian Financial
Massachusetts
$1.28M
WFS
681
Weitzel Financial Services
Iowa
$1.28M
TSS
682
Two Sigma Securities
New York
$1.27M
ATI
683
ARK & TLK Investments
Oklahoma
$1.26M
MWM
684
Maridea Wealth Management
New York
$1.26M
PSF
685
Pacific Sun Financial
California
$1.26M
PBF
686
Petix & Botte Financial
California
$1.25M
HCM
687
Hall Capital Management
Rhode Island
$1.24M
CIBC World Market
688
CIBC World Market
Ontario, Canada
$1.24M
MWM
689
Mascagni Wealth Management
Mississippi
$1.24M
TBT
690
Texas Bank & Trust
Texas
$1.23M
BGWM
691
Bridge Generations Wealth Management
Florida
$1.23M
IF
692
Integrity Financial
Wyoming
$1.23M
SFP
693
Strategic Financial Partners
Oregon
$1.23M
ATWA
694
Arbor Trust Wealth Advisors
Michigan
$1.22M
IA
695
Insight Advisors
Pennsylvania
$1.22M
CPA
696
Clear Point Advisors
New York
$1.22M
AA
697
Apriem Advisors
California
$1.2M
LFA
698
Level Financial Advisors
New York
$1.2M
WMG
699
WESCAP Management Group
California
$1.2M
SVWG
700
Shared Vision Wealth Group
United States
$1.19M