VBR icon

Vanguard Small-Cap Value ETF

1,562 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, 573 increasing their positions, 579 reducing their positions, and 76 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:

0.15% more ownership

Funds ownership: 56.71%56.86% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 579

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,562
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 +$42.8M
2 +$38.9M
3 +$25.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.3M
5
BW
Balance Wealth
Ohio
+$20.5M

Top Sellers

1 -$48.3M
2 -$37.8M
3 -$32M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.3M
5
Betterment LLC
Betterment LLC
New York
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
1376
LRI Investments
Florida
$123K
JFGIW
1377
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K
1L
1378
10Elms LLP
Oklahoma
$117K
BL
1379
BFSG LLC
California
$114K
OFG
1380
Oxford Financial Group
Indiana
$112K
Qube Research & Technologies (QRT)
1381
Qube Research & Technologies (QRT)
United Kingdom
$109K
WPA
1382
West Paces Advisors
Georgia
$108K
BCPWM
1383
Bradley & Co Private Wealth Management
Florida
$106K
FC
1384
Fairscale Capital
New Hampshire
$105K
WWMSC
1385
Wagner Wealth Management (South Carolina)
South Carolina
$105K
SFC
1386
SYM Financial Corp
Indiana
$104K
HIIFS
1387
Harel Insurance Investments & Financial Services
Israel
$104K
HB
1388
Horizon Bancorp
Indiana
$103K
KFP
1389
Keener Financial Planning
Texas
$97K
FLP
1390
Financial Life Planners
Arizona
$91.8K
GWP
1391
Gen-Wealth Partners
Michigan
$91.2K
S
1392
Sachetta
Massachusetts
$90.8K
ANBT
1393
American National Bank & Trust
Texas
$90.8K
OSNBOA
1394
Old Second National Bank of Aurora
Illinois
$89.3K
SWP
1395
Strategic Wealth Partners
Ohio
$88.7K
TH
1396
TCTC Holdings
Texas
$88.2K
IRC
1397
Investors Research Corp
Georgia
$84.9K
CWM
1398
Crowley Wealth Management
Delaware
$84.3K
JWM
1399
JPL Wealth Management
Colorado
$83.7K
MCM
1400
Manchester Capital Management
Vermont
$83.5K