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
KWMG
726
King Wealth Management Group
Florida
$1.1M
AFAS
727
Acorn Financial Advisory Services
Virginia
$1.1M
MWM
728
Meritas Wealth Management
California
$1.1M
MFT
729
Moisand Fitzgerald Tamayo
Florida
$1.09M
RFA
730
Resurgent Financial Advisors
Georgia
$1.09M
IGGA
731
Iron Gate Global Advisors
Utah
$1.08M
SC
732
Shuttleworth & Co
Ohio
$1.07M
HP
733
Holistic Planning
Texas
$1.07M
EW
734
Evoke Wealth
California
$1.07M
D
735
Dentgroup
Louisiana
$1.07M
TCA
736
Transcend Capital Advisors
New Jersey
$1.07M
OWA
737
Octavia Wealth Advisors
Ohio
$1.06M
HCA
738
Harpswell Capital Advisors
Maine
$1.06M
VWA
739
Visionary Wealth Advisors
Illinois
$1.06M
NCTC
740
New Covenant Trust Company
Indiana
$1.05M
FA
741
Fermata Advisors
California
$1.04M
TCOT
742
Trust Company of Toledo
Ohio
$1.04M
PPH
743
Pure Portfolios Holdings
Oregon
$1.04M
AFA
744
American Financial Advisors
Georgia
$1.04M
PCA
745
Providence Capital Advisors
North Carolina
$1.02M
HFS
746
Hoge Financial Services
Pennsylvania
$1.02M
CBA
747
Coastal Bridge Advisors
Connecticut
$1.02M
PPA
748
Painted Porch Advisors
California
$1.02M
RFG
749
RFP Financial Group
Georgia
$1.02M
WS
750
Wedbush Securities
California
$1.01M