We are live on ! Find out more
VBR icon

Vanguard Small-Cap Value ETF

1,696 hedge funds and large institutions have $18.4B invested in Vanguard Small-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 657 increasing their positions, 594 reducing their positions, and 54 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2% more funds holding in top 10

Funds holding in top 10: 103105 (+2)

2% less capital invested

Capital invested by funds: $18.8B → $18.4B (-$401M)

1.03% less ownership

Funds ownership: 57.97%56.94% (-1%)

Holders
1,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.6M
Puts
$3.91M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CLA
1176
Carnegie Lake Advisors
New Jersey
$386K
NAS
1177
NWF Advisory Services
California
$385K
CIC
1178
Cutler Investment Counsel
Oregon
$383K
GWANC
1179
Guardian Wealth Advisors (North Carolina)
North Carolina
$381K
VCP
1180
Vista Capital Partners
Oregon
$379K
SA
1181
Stewardship Advisors
Pennsylvania
$378K
CPW
1182
Cove Private Wealth
New York
$378K
EFG
1183
Ethos Financial Group
Pennsylvania
$377K
EP
1184
Essential Partners
California
$376K
NHT
1185
New Hampshire Trust
New Hampshire
$374K
WJWM
1186
Williams Jones Wealth Management
New York
$374K
KFP
1187
KMG Fiduciary Partners
Ohio
$373K
BM
1188
Berman McAleer
Maryland
$371K
VCA
1189
Verdence Capital Advisors
Maryland
$371K
MWM
1190
Melfa Wealth Management
Massachusetts
$370K
SWM
1191
Seed Wealth Management
Illinois
$369K
AA
1192
Argent Advisors
Louisiana
$369K
PWM
1193
Penobscot Wealth Management
Maine
$369K
TA
1194
TPG Advisors
Illinois
$368K
BCPWM
1195
Bradley & Co Private Wealth Management
Florida
$368K
PI
1196
PFG Investments
New York
$368K
BA
1197
Brightwater Advisory
Florida
$367K
LNWTC
1198
Laird Norton Wetherby Trust Company
Washington
$366K
SPW
1199
Sonoma Private Wealth
California
$366K
HSBC Holdings
1200
HSBC Holdings
United Kingdom
$363K