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
KFI
1301
Key Financial Inc
Pennsylvania
$285K
PIN
1302
Prudent Investors Network
California
$285K
PCM
1303
Passive Capital Management
Maryland
$285K
AWMS
1304
Advocacy Wealth Management Services
Georgia
$284K
KDA
1305
Kraft Davis & Associates
Missouri
$283K
AWA
1306
Amplius Wealth Advisors
Pennsylvania
$283K
VFP
1307
Vilga Financial Planning
New Jersey
$283K
WQ
1308
Wealth Quarterback
New Jersey
$280K
WCM
1309
WealthTrak Capital Management
Virginia
$280K
RSWA
1310
Robinson Smith Wealth Advisors
Maine
$280K
AWM
1311
Austin Wealth Management
Texas
$279K
BMWS
1312
Brady Martz Wealth Solutions
North Dakota
$279K
XWL
1313
XXI Wealth LLC
Illinois
$278K
IWM
1314
Iams Wealth Management
Nebraska
$278K
LIA
1315
Lynx Investment Advisory
District of Columbia
$277K
CCIA
1316
Cherry Creek Investment Advisors
Colorado
$276K
TWIM
1317
TIAA Wealth Investment Management
New York
$276K
FWMP
1318
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$275K
TAM
1319
Titleist Asset Management
Texas
$275K
HCA
1320
Harbour Capital Advisors
Virginia
$275K
TT
1321
TI-Trust
Illinois
$274K
TFM
1322
TFC Financial Management
Massachusetts
$273K
RCP
1323
Rothschild Capital Partners
New York
$273K
CT
1324
Colonial Trust
South Carolina
$272K
TBA
1325
Tower Bridge Advisors
Pennsylvania
$272K