VBR icon

Vanguard Small-Cap Value ETF

1,509 hedge funds and large institutions have $16.2B invested in Vanguard Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
-64
Holders Change %
-4.07%
% of All Funds
20.5%
Holding in Top 10
104
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.86%
% of All Funds
1.41%
New
88
Increased
586
Reduced
571
Closed
114
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FFS
926
Founders Financial Securities
Maryland
$524K +$34.5K +192 +7%
TVAMP
927
Tennessee Valley Asset Management Partners
Tennessee
$522K
GGI
928
Godsey & Gibb Inc
Virginia
$520K
EFL
929
ERn Financial LLC
Wisconsin
$519K +$3.54K +19 +0.7%
EAM
930
Empirical Asset Management
Massachusetts
$515K
FWA
931
FSM Wealth Advisors
Ohio
$515K +$321K +1,722 +165%
RMA
932
Roffman Miller Associates
Pennsylvania
$515K -$4.29K -23 -0.8%
CFP
933
Cascade Financial Partners
California
$515K +$150K +803 +41%
PA
934
Pinnacle Associates
New York
$513K +$110K +593 +27%
Kayne Anderson Rudnick Investment Management
935
Kayne Anderson Rudnick Investment Management
California
$511K -$553K -2,966 -52%
TWP
936
TFO Wealth Partners
Ohio
$510K +$510K +2,737 New
SW
937
SteelPeak Wealth
California
$509K +$17.3K +93 +4%
FWP
938
Forefront Wealth Partners
Texas
$508K -$33.5K -180 -6%
AF
939
Apollon Financial
South Carolina
$507K
WAG
940
Windsor Advisory Group
Ohio
$507K
MAM
941
MWA Asset Management
Massachusetts
$505K -$7.08K -38 -1%
PW
942
Potentia Wealth
California
$505K
FFC
943
Frederick Financial Consultants
Maryland
$503K
National Bank of Canada
944
National Bank of Canada
Quebec, Canada
$499K +$97.7K +525 +24%
FIC
945
Family Investment Center
Missouri
$498K +$10.6K +57 +2%
TWA
946
TCI Wealth Advisors
Arizona
$497K -$18.8K -101 -4%
WKWM
947
Walter & Keenan Wealth Management
Indiana
$496K -$507K -2,720 -51%
VCA
948
Verdence Capital Advisors
Maryland
$490K -$6.15K -33 -1%
PPH
949
Pure Portfolios Holdings
Oregon
$490K +$123K +659 +33%
QHA
950
Quarry Hill Advisors
Minnesota
$488K -$6.52K -35 -1%