VBR icon

Vanguard Small-Cap Value ETF

1,542 hedge funds and large institutions have $17.6B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 564 increasing their positions, 572 reducing their positions, and 77 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: $ → $

less funds holding

Funds holding:

0.49% less ownership

Funds ownership: 56.68%56.19% (-0.49%)

1% less repeat investments, than reductions

Existing positions increased: 564 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,542
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
BI
801
Berkeley Inc
Idaho
$855K
FF
802
Friday Financial
Iowa
$854K
PWM
803
Paulson Wealth Management
Illinois
$852K
CJ
804
Caitlin John
Michigan
$847K
AIM
805
Anchor Investment Management
South Carolina
$846K
HIP
806
HUB Investment Partners
Texas
$843K
HWM
807
Hemington Wealth Management
Virginia
$843K
ST
808
Smithfield Trust
Pennsylvania
$831K
IA
809
IFG Advisory
Georgia
$830K
QFA
810
Quantum Financial Advisors
California
$830K
EFP
811
Envision Financial Planning
Tennessee
$830K
PIA
812
Perennial Investment Advisors
California
$827K
RF
813
RHS Financial
California
$827K
TC
814
Trilogy Capital
California
$826K
EFG
815
Embree Financial Group
Illinois
$822K
ACM
816
Armbruster Capital Management
New York
$816K
Neuberger Berman Group
817
Neuberger Berman Group
New York
$813K
FWM
818
Fonville Wealth Management
Virginia
$813K
KA
819
Klingman & Associates
New York
$811K
AGWCA
820
Annis Gardner Whiting Capital Advisors
Florida
$806K
SCM
821
Saxony Capital Management
Missouri
$804K
WFPG
822
Waller Financial Planning Group
Ohio
$795K
SAM
823
Synergy Asset Management
Washington
$792K
MAG
824
Mayfair Advisory Group
Alabama
$792K
WH
825
Willner & Heller
California
$792K