VBR icon

Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
826
Armbruster Capital Management
New York
$763K
PWA
827
Physician Wealth Advisors
Utah
$763K
VAG
828
VisionPoint Advisory Group
Texas
$762K
FWM
829
Fonville Wealth Management
Virginia
$762K
SCM
830
Spreng Capital Management
Ohio
$760K
WCM
831
Winebrenner Capital Management
Kentucky
$756K
AGWCA
832
Annis Gardner Whiting Capital Advisors
Florida
$753K
SIC
833
Sage Investment Counsel
Tennessee
$752K
IA
834
IFG Advisory
Georgia
$749K
MAM
835
McLean Asset Management
Virginia
$749K
AIM
836
Anchor Investment Management
South Carolina
$745K
WFPG
837
Waller Financial Planning Group
Ohio
$745K
AMM
838
American Money Management
California
$742K
OC
839
Oppenheimer & Co
New York
$739K
WH
840
Willner & Heller
California
$738K
SWA
841
Sightline Wealth Advisors
Connecticut
$736K
MWM
842
MorganRosel Wealth Management
Colorado
$732K
RIS
843
Richmond Investment Services
Wisconsin
$732K
WPA
844
Wealth Preservation Advisors
Tennessee
$731K
LSPW
845
Lake Street Private Wealth
Illinois
$728K
GWS
846
Glassman Wealth Services
Virginia
$726K
GFL
847
Granite FO LLC
New Hampshire
$724K
SHF
848
Stage Harbor Financial
Massachusetts
$722K
AWP
849
Accretive Wealth Partners
New Jersey
$722K
PPW
850
Parcion Private Wealth
Washington
$721K