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
LA
851
LexAurum Advisors
Kansas
$888K
GIM
852
Goelzer Investment Management
Indiana
$888K
DI
853
Disciplined Investments
Oklahoma
$886K
KFA
854
Kapstone Financial Advisors
Ohio
$886K
AGWCA
855
Annis Gardner Whiting Capital Advisors
Florida
$885K
OC
856
Oppenheimer & Co
New York
$884K
RWA
857
Rooted Wealth Advisors
Illinois
$882K
WCM
858
Winebrenner Capital Management
Kentucky
$880K
LL
859
LPWM LLC
Minnesota
$875K
HIS
860
Horizon Investment Services
Indiana
$865K
EFP
861
Envision Financial Planning
Tennessee
$864K
ST
862
Smithfield Trust
Pennsylvania
$863K
CNC
863
Canandaigua National Corp
New York
$862K
AMM
864
American Money Management
California
$858K
EFG
865
Embree Financial Group
Illinois
$858K
NB
866
Nicolet Bankshares
Wisconsin
$856K
KIA
867
Koenig Investment Advisory
Oregon
$852K
BI
868
Berkeley Inc
Idaho
$847K
MCA
869
Magnolia Capital Advisors
Mississippi
$843K
CHC
870
City Holding Co
West Virginia
$843K
WH
871
Willner & Heller
California
$841K
FCH
872
Freestone Capital Holdings
Washington
$839K
WPA
873
Wealth Preservation Advisors
Tennessee
$832K
RF
874
Rossby Financial
Florida
$831K
FWM
875
Fonville Wealth Management
Virginia
$829K