VBR icon

Vanguard Small-Cap Value ETF

1,554 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 117 funds opening new positions, 569 increasing their positions, 575 reducing their positions, and 78 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 funds holding

Funds holding:

0.1% more ownership

Funds ownership: 56.78%56.89% (+0.1%)

1% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 575

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,554
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
MLA
1251
MB, Levis & Associates
Pennsylvania
$257K
PPC
1252
Park Place Capital
Alabama
$257K
CA
1253
Claris Advisors
Missouri
$256K
FHC
1254
First Heartland Consultants
Missouri
$254K
LRPA
1255
L. Roy Papp & Associates
Arizona
$253K
WAG
1256
Winthrop Advisory Group
Massachusetts
$253K
TF
1257
Tandem Financial
Colorado
$253K
BFG
1258
Berger Financial Group
Minnesota
$251K
CA
1259
Crewe Advisors
Utah
$250K
IDA
1260
Intelligence Driven Advisers
California
$249K
HCA
1261
Harbour Capital Advisors
Virginia
$248K
KFI
1262
Key Financial Inc
Pennsylvania
$247K
SWM
1263
SilverOak Wealth Management
Minnesota
$246K
AWM
1264
Accel Wealth Management
Iowa
$246K
BWL
1265
Bogart Wealth LLC
Virginia
$246K
PAIM
1266
Punch & Associates Investment Management
Minnesota
$245K
SFS
1267
Strategic Financial Services
New York
$243K
EFG
1268
Ehrlich Financial Group
California
$243K
GC
1269
Gilbert & Cook
Iowa
$242K
ALWM
1270
Andrews Lucia Wealth Management
California
$242K
HBW
1271
Hazlett, Burt & Watson
West Virginia
$241K
WEG
1272
World Equity Group
Illinois
$240K
SL
1273
Salomon & Ludwin
Virginia
$239K
IIL
1274
Insight Inv LLC
California
$239K
AIC
1275
Archer Investment Corporation
Indiana
$238K