We are live on ! Find out more
VBR icon

Vanguard Small-Cap Value ETF

1,696 hedge funds and large institutions have $18.4B invested in Vanguard Small-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 657 increasing their positions, 594 reducing their positions, and 54 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2% more funds holding in top 10

Funds holding in top 10: 103105 (+2)

2% less capital invested

Capital invested by funds: $18.8B → $18.4B (-$401M)

1.03% less ownership

Funds ownership: 57.97%56.94% (-1%)

Holders
1,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.6M
Puts
$3.91M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
776
King Wealth Management Group
Florida
$1.11M
WS
777
Wedbush Securities
California
$1.1M
HFS
778
Hoge Financial Services
Pennsylvania
$1.1M
Empower Advisory Group
779
Empower Advisory Group
Colorado
$1.09M
VWA
780
Visionary Wealth Advisors
Illinois
$1.09M
MFA
781
McClarren Financial Advisors
Pennsylvania
$1.08M
LEA
782
Legacy Edge Advisors
New York
$1.08M
AIC
783
Archer Investment Corporation
Indiana
$1.08M
SLT
784
St Louis Trust
Missouri
$1.08M
GA
785
GFS Advisors
Texas
$1.08M
BFA
786
Ballast Financial Advisors
Pennsylvania
$1.07M
BGWM
787
Bridge Generations Wealth Management
Florida
$1.07M
RDFA
788
Ritter Daniher Financial Advisory
Ohio
$1.07M
TBT
789
Texas Bank & Trust
Texas
$1.06M
RFG
790
RFP Financial Group
Georgia
$1.06M
AFAS
791
Acorn Financial Advisory Services
Virginia
$1.05M
GIA
792
Gladstone Institutional Advisory
Florida
$1.04M
AWA
793
Asempa Wealth Advisors
Louisiana
$1.04M
AA
794
Aire Advisors
California
$1.04M
TCA
795
Transcend Capital Advisors
New Jersey
$1.04M
GC
796
Grimes & Company
Massachusetts
$1.03M
CL
797
CPWA LLC
Oregon
$1.03M
BIM
798
Baldwin Investment Management
Pennsylvania
$1.02M
SWM
799
Sagace Wealth Management
Florida
$1.02M
PCA
800
Providence Capital Advisors
North Carolina
$1.02M