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
AWP
876
Astra Wealth Partners
New Jersey
$669K
CAG
877
Crestwood Advisors Group
Massachusetts
$663K
WWM
878
Western Wealth Management
Colorado
$661K
RWM
879
Rockwood Wealth Management
Pennsylvania
$659K
GT
880
Glenview Trust
Kentucky
$657K
USCWA
881
U.S. Capital Wealth Advisors
Texas
$654K
MPW
882
Magnolia Private Wealth
Pennsylvania
$651K
AUB
883
Atlantic Union Bankshares
Virginia
$650K
RA
884
Resolute Advisors
California
$649K
GT
885
GreatBanc Trust
Illinois
$647K
UI
886
Unconventional Investor
New Hampshire
$646K
WA
887
Wealthstream Advisors
New York
$646K
TVAMP
888
Tennessee Valley Asset Management Partners
Tennessee
$642K
CCB
889
Country Club Bank
Missouri
$642K
FHA
890
Flagship Harbor Advisors
Massachusetts
$641K
CA
891
Continuum Advisory
Idaho
$633K
AWM
892
Accurate Wealth Management
Florida
$632K
BI
893
Beckerman Institutional
New Jersey
$631K
RBWA
894
RFG - Bristol Wealth Advisors
Massachusetts
$631K
AFA
895
Avant Financial Advisors
Texas
$630K
CI
896
Clal Insurance
Israel
$629K
SAM
897
Smartleaf Asset Management
Massachusetts
$629K
WWM
898
Woodside Wealth Management
Massachusetts
$628K
WCM
899
Weik Capital Management
Pennsylvania
$626K
TA
900
Tactive Advisors
Florida
$624K