VBR icon

Vanguard Small-Cap Value ETF

1,554 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, 569 increasing their positions, 575 reducing their positions, and 78 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:

0.1% more ownership

Funds ownership: 56.78%56.89% (+0.1%)

1% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 575

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,554
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
Envestnet Portfolio Solutions
676
Envestnet Portfolio Solutions
Illinois
$1.28M
MF
677
Meridian Financial
Massachusetts
$1.28M
WFS
678
Weitzel Financial Services
Iowa
$1.28M
TSS
679
Two Sigma Securities
New York
$1.27M
ATI
680
ARK & TLK Investments
Oklahoma
$1.26M
MWM
681
Maridea Wealth Management
New York
$1.26M
PSF
682
Pacific Sun Financial
California
$1.26M
PBF
683
Petix & Botte Financial
California
$1.25M
HCM
684
Hall Capital Management
Rhode Island
$1.24M
CIBC World Market
685
CIBC World Market
Ontario, Canada
$1.24M
MWM
686
Mascagni Wealth Management
Mississippi
$1.24M
TBT
687
Texas Bank & Trust
Texas
$1.23M
BGWM
688
Bridge Generations Wealth Management
Florida
$1.23M
IF
689
Integrity Financial
Wyoming
$1.23M
SFP
690
Strategic Financial Partners
Oregon
$1.23M
ATWA
691
Arbor Trust Wealth Advisors
Michigan
$1.22M
IA
692
Insight Advisors
Pennsylvania
$1.22M
CPA
693
Clear Point Advisors
New York
$1.22M
AA
694
Apriem Advisors
California
$1.2M
LFA
695
Level Financial Advisors
New York
$1.2M
WMG
696
WESCAP Management Group
California
$1.2M
SVWG
697
Shared Vision Wealth Group
United States
$1.19M
SWM
698
Schwallier Wealth Management
Michigan
$1.19M
UAG
699
United Advisor Group
Ohio
$1.18M
WBC
700
West Branch Capital
Massachusetts
$1.18M