VBR icon

Vanguard Small-Cap Value ETF

1,544 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 116 funds opening new positions, 566 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: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 1,5471,544 (-3)

1% less repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,544
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
MWM
976
McMill Wealth Management
Nebraska
$524K
DWT
977
Dorsey & Whitney Trust
South Dakota
$524K
OFS
978
Oldfather Financial Services
Nebraska
$524K
MMCM
979
Murphy & Mullick Capital Management
New York
$523K
GWM
980
Guardian Wealth Management
Illinois
$523K
ACA
981
Aptus Capital Advisors
Alabama
$523K
SW
982
SteelPeak Wealth
California
$521K
PI
983
PFG Investments
New York
$521K
RWI
984
Red Wave Investments
Pennsylvania
$521K
AWM
985
Atticus Wealth Management
Florida
$518K
PA
986
Procyon Advisors
Connecticut
$518K
XPN
987
XY Planning Network
Montana
$518K
LWM
988
Lodestone Wealth Management
Washington
$516K
CWM
989
Centurion Wealth Management
Virginia
$511K
CFP
990
Cascade Financial Partners
California
$510K
RFP
991
Root Financial Partners
California
$510K
CFG
992
Chapman Financial Group
Hawaii
$504K
LWMNY
993
Landmark Wealth Management (New York)
New York
$501K
CA
994
Calton & Associates
Florida
$501K
MFG
995
MidWestOne Financial Group
Iowa
$500K
TFGT
996
TS Financial Group (TSFG)
Illinois
$500K
RI
997
Rinkey Investments
California
$499K
RMA
998
Roffman Miller Associates
Pennsylvania
$497K
VCM
999
Versant Capital Management
Arizona
$497K
OCM
1000
Orleans Capital Management
Louisiana
$495K