VBR icon

Vanguard Small-Cap Value ETF

1,562 hedge funds and large institutions have $17.8B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 573 increasing their positions, 579 reducing their positions, and 76 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: $ → $

more funds holding

Funds holding:

0.15% more ownership

Funds ownership: 56.71%56.86% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 579

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,562
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 +$42.8M
2 +$38.9M
3 +$25.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.3M
5
BW
Balance Wealth
Ohio
+$20.5M

Top Sellers

1 -$48.3M
2 -$37.8M
3 -$32M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.3M
5
Betterment LLC
Betterment LLC
New York
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
YWM
876
Yukon Wealth Management
Kansas
$696K
AC
877
Avant Capital
Louisiana
$695K
BTWM
878
Brass Tax Wealth Management
Ohio
$694K
NPFS
879
Novak & Powell Financial Services
Florida
$693K
BFC
880
Bedel Financial Consulting
Indiana
$690K
ECM
881
Evergreen Capital Management
Washington
$688K
DSA
882
Droms Strauss Advisors
Missouri
$686K
DWP
883
Destiny Wealth Partners
Florida
$685K
AFM
884
Abbot Financial Management
Massachusetts
$681K
GA
885
Greenspring Advisors
Maryland
$673K
AWP
886
Astra Wealth Partners
New Jersey
$669K
CAG
887
Crestwood Advisors Group
Massachusetts
$663K
WWM
888
Western Wealth Management
Colorado
$661K
RWM
889
Rockwood Wealth Management
Pennsylvania
$659K
GT
890
Glenview Trust
Kentucky
$657K
USCWA
891
U.S. Capital Wealth Advisors
Texas
$654K
MPW
892
Magnolia Private Wealth
Pennsylvania
$651K
AUB
893
Atlantic Union Bankshares
Virginia
$650K
RA
894
Resolute Advisors
California
$649K
GT
895
GreatBanc Trust
Illinois
$647K
UI
896
Unconventional Investor
New Hampshire
$646K
WA
897
Wealthstream Advisors
New York
$646K
TVAMP
898
Tennessee Valley Asset Management Partners
Tennessee
$642K
CCB
899
Country Club Bank
Missouri
$642K
FHA
900
Flagship Harbor Advisors
Massachusetts
$641K