VBR icon

Vanguard Small-Cap Value ETF

1,607 hedge funds and large institutions have $18.7B invested in Vanguard Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 640 increasing their positions, 511 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,607
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
2L
101
25 LLC
Missouri
$28.1M
BIA
102
BHK Investment Advisors
Alabama
$27.9M
EWM
103
Empirical Wealth Management
Washington
$27.7M
IWA
104
Inspirion Wealth Advisors
Illinois
$26.4M
BWM
105
Brickley Wealth Management
California
$26.4M
GFWA
106
Grey Fox Wealth Advisors
Delaware
$26M
PPW
107
Pasadena Private Wealth
California
$25.2M
WIA
108
World Investment Advisors
California
$24.7M
SWM
109
Shakespeare Wealth Management
Wisconsin
$24M
AI
110
Atria Investments
North Carolina
$23.7M
FA
111
Fiducient Advisors
Illinois
$22.5M
SCI
112
Silver Coast Investments
United States
$22.2M
WMWM
113
Whitaker-Myers Wealth Managers
Ohio
$21.9M
PIFP
114
Partners in Financial Planning
Virginia
$21.5M
PP
115
PDS Planning
Ohio
$20.9M
CT
116
Coastline Trust
Rhode Island
$20.5M
JIC
117
Johnson Investment Counsel
Ohio
$20.3M
AW
118
Avion Wealth
Texas
$20.3M
VFS
119
Valpey Financial Services
New Hampshire
$20.2M
AWM
120
Avior Wealth Management
Nebraska
$19.8M
P
121
&Partners
Tennessee
$19.5M
SIA
122
Strategic Investment Advisors
Michigan
$18.7M
PLU
123
Performa Ltd (US)
South Carolina
$18.6M
DWS
124
Discipline Wealth Solutions
South Carolina
$18.5M
ERWM
125
E&R Wealth Management
South Carolina
$18.5M