VBR icon

Vanguard Small-Cap Value ETF

1,630 hedge funds and large institutions have $18.8B invested in Vanguard Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 645 increasing their positions, 512 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,630
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.7M
Puts
$2.35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
801
Oppenheimer & Co
New York
$961K
AA
802
Aire Advisors
California
$959K
WWM
803
Western Wealth Management
Colorado
$957K
MWM
804
Marion Wealth Management
Pennsylvania
$956K
FA
805
Financial Alternatives
California
$951K
GIM
806
Goelzer Investment Management
Indiana
$945K
WBC
807
West Branch Capital
Massachusetts
$938K
HA
808
HFG Advisors
Ohio
$937K
PCM
809
Prospera Capital Management
Arizona
$936K
VAG
810
Vannoy Advisory Group
Texas
$930K
CSIA
811
Conrad Siegel Investment Advisors
Pennsylvania
$929K
CCM
812
Canal Capital Management
Virginia
$928K
IA
813
IFG Advisory
Georgia
$918K
RWM
814
Ritholtz Wealth Management
New York
$918K
IA
815
IFG Advisors
Missouri
$917K
DWM
816
Dopkins Wealth Management
New York
$916K
GLLW
817
Graves Light Lenhart Wealth
Virginia
$916K
SAM
818
SVRN Asset Management
Texas
$910K
GIA
819
Gladstone Institutional Advisory
Florida
$909K
MA
820
Mezzasalma Advisors
New Jersey
$906K
KIA
821
Koenig Investment Advisory
Oregon
$905K
VCP
822
Verus Capital Partners
Arizona
$905K
JCM
823
Jacobi Capital Management
Pennsylvania
$904K
CFG
824
Citizens Financial Group
Rhode Island
$901K
BCM
825
Becker Capital Management
Oregon
$896K