VBR icon

Vanguard Small-Cap Value ETF

1,562 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, 573 increasing their positions, 579 reducing their positions, and 76 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:

0.15% more ownership

Funds ownership: 56.71%56.86% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 579

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,562
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 +$42.8M
2 +$38.9M
3 +$25.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.3M
5
BW
Balance Wealth
Ohio
+$20.5M

Top Sellers

1 -$48.3M
2 -$37.8M
3 -$32M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.3M
5
Betterment LLC
Betterment LLC
New York
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
776
Aire Advisors
California
$942K
FA
777
Financial Alternatives
California
$937K
GIM
778
Goelzer Investment Management
Indiana
$935K
GIA
779
Gladstone Institutional Advisory
Florida
$935K
VAG
780
Vannoy Advisory Group
Texas
$932K
CAG
781
Csenge Advisory Group
Florida
$932K
Citadel Advisors
782
Citadel Advisors
Florida
$931K
BWA
783
Bestgate Wealth Advisors
Maryland
$927K
BlackRock
784
BlackRock
New York
$926K
PCM
785
Prospera Capital Management
Arizona
$923K
CSIA
786
Conrad Siegel Investment Advisors
Pennsylvania
$917K
CCM
787
Canal Capital Management
Virginia
$915K
DWM
788
Dopkins Wealth Management
New York
$914K
OC
789
Oppenheimer & Co
New York
$913K
HIA
790
Harbor Investment Advisory
Maryland
$911K
CNBT
791
Canandaigua National Bank & Trust
New York
$910K
RWM
792
Ritholtz Wealth Management
New York
$904K
GLLW
793
Graves Light Lenhart Wealth
Virginia
$902K
IA
794
IFG Advisors
Missouri
$902K
JSL
795
JT Stratford LLC
Georgia
$891K
CWA
796
Canvas Wealth Advisors
Kansas
$890K
JCM
797
Jacobi Capital Management
Pennsylvania
$890K
MWM
798
Marion Wealth Management
Pennsylvania
$889K
DWA
799
Dougherty Wealth Advisers
Minnesota
$887K
BCM
800
Becker Capital Management
Oregon
$887K