VBR icon

Vanguard Small-Cap Value ETF

1,630 hedge funds and large institutions have $18.8B invested in Vanguard Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 645 increasing their positions, 512 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,630
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.7M
Puts
$2.35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1001
TFO Wealth Partners
Ohio
$551K
Russell Investments Group
1002
Russell Investments Group
United Kingdom
$547K
NWMG
1003
National Wealth Management Group
Ohio
$546K
QHA
1004
Quarry Hill Advisors
Minnesota
$544K
GWMI
1005
Guardian Wealth Management (Illinois)
Illinois
$539K
SCM
1006
SOL Capital Management
Maryland
$538K
SPC
1007
Spirepoint Private Client
Florida
$537K
ISB
1008
Iowa State Bank
Iowa
$536K
MWM
1009
McMill Wealth Management
Nebraska
$533K
FNBSF
1010
First National Bank Sioux Falls
South Dakota
$532K
AWM
1011
Atticus Wealth Management
Florida
$530K
DWM
1012
DeLarme Wealth Management
California
$527K
PWP
1013
Precedent Wealth Partners
Texas
$524K
LWM
1014
Lodestone Wealth Management
Washington
$524K
FTWA
1015
Fifth Third Wealth Advisors
Ohio
$523K
RWI
1016
Red Wave Investments
Pennsylvania
$521K
KCFA
1017
Key Client Fiduciary Advisors
New Jersey
$521K
PCG
1018
Prosperity Consulting Group
Maryland
$520K
CAM
1019
Cozad Asset Management
Illinois
$518K
NFP
1020
Narus Financial Partners
Utah
$517K
BGA
1021
Battery Global Advisors
Massachusetts
$515K
PEWA
1022
Pacific Excel Wealth Advisors
California
$513K
CFG
1023
Chapman Financial Group
Hawaii
$512K
CFP
1024
Cascade Financial Partners
California
$511K
ACA
1025
Aptus Capital Advisors
Alabama
$510K