VBR icon

Vanguard Small-Cap Value ETF

1,509 hedge funds and large institutions have $16.2B invested in Vanguard Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
-64
Holders Change %
-4.07%
% of All Funds
20.5%
Holding in Top 10
104
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.86%
% of All Funds
1.41%
New
88
Increased
586
Reduced
571
Closed
114
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
726
Meritas Wealth Management
California
$980K -$41.2K -221 -4%
SWM
727
Schwallier Wealth Management
Michigan
$976K -$113K -609 -10%
BFA
728
Beacon Financial Advisory
Ohio
$974K -$42.3K -227 -4%
RPGK
729
Retirement Planning Group (Kansas)
Kansas
$969K -$63.7K -342 -6%
IGGA
730
Iron Gate Global Advisors
Utah
$969K
SWM
731
Silverlake Wealth Management
Vermont
$968K +$78.6K +422 +9%
FNBOMD
732
First National Bank of Mount Dora
Florida
$968K
VWA
733
VSM Wealth Advisory
Maryland
$967K -$28.9K -155 -3%
PFBT
734
Parkside Financial Bank & Trust
Missouri
$963K +$14.3K +77 +2%
EF
735
Empowered Funds
Pennsylvania
$958K -$25.9K -139 -3%
HP
736
Holistic Planning
Texas
$955K -$186 -1 -0%
TC
737
Trust Company
Kansas
$955K +$36.5K +196 +4%
FDDB
738
Fidelity D&D Bancorp
Pennsylvania
$950K
EW
739
Evoke Wealth
California
$950K +$60.4K +324 +7%
DWS
740
Discipline Wealth Solutions
South Carolina
$949K -$171K -920 -15%
BIM
741
Baldwin Investment Management
Pennsylvania
$948K -$24.6K -132 -3%
MSFS
742
Main Street Financial Solutions
Pennsylvania
$943K -$78.1K -419 -8%
HNWAG
743
High Net Worth Advisory Group
Florida
$941K +$3.54K +19 +0.4%
CIBC World Market
744
CIBC World Market
Ontario, Canada
$936K +$163K +873 +21%
KAM
745
KEB Asset Management
Illinois
$932K -$6.71K -36 -0.7%
PWA
746
Physician Wealth Advisors
Utah
$917K -$89.2K -479 -9%
LWM
747
LongView Wealth Management
Georgia
$909K -$144K -771 -14%
UAG
748
United Advisor Group
Ohio
$907K +$84K +451 +10%
BWM
749
BKM Wealth Management
Wisconsin
$897K +$83.5K +448 +10%
BMCM
750
Burns Matteson Capital Management
New York
$895K +$745 +4 +0.1%