VBR icon

Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
726
SageView Advisory Group
California
$1.03M
BGAI
727
Bruce G. Allen Investments
Colorado
$1.03M
AFAS
728
Acorn Financial Advisory Services
Virginia
$1.03M
KWMG
729
King Wealth Management Group
Florida
$1.03M
PA
730
Prossimo Advisors
California
$1.03M
MWM
731
Meritas Wealth Management
California
$1.03M
TC
732
Trust Company
Kansas
$1.02M
HP
733
Holistic Planning
Texas
$1.02M
MFA
734
McClarren Financial Advisors
Pennsylvania
$1.02M
MFT
735
Moisand Fitzgerald Tamayo
Florida
$1.02M
FA
736
Fermata Advisors
California
$1.02M
IGGA
737
Iron Gate Global Advisors
Utah
$1.02M
RPGK
738
Retirement Planning Group (Kansas)
Kansas
$1.02M
HNWAG
739
High Net Worth Advisory Group
Florida
$1.02M
FNBOMD
740
First National Bank of Mount Dora
Florida
$1.01M
VWA
741
Visionary Wealth Advisors
Illinois
$999K
EW
742
Evoke Wealth
California
$999K
D
743
Dentgroup
Louisiana
$997K
OWA
744
Octavia Wealth Advisors
Ohio
$993K
AA
745
Apriem Advisors
California
$989K
BWM
746
BKM Wealth Management
Wisconsin
$984K
MSFS
747
Main Street Financial Solutions
Pennsylvania
$981K
PPH
748
Pure Portfolios Holdings
Oregon
$979K
CWA
749
Canvas Wealth Advisors
Kansas
$967K
BIM
750
Baldwin Investment Management
Pennsylvania
$965K