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
MSWM
1401
Mowery & Schoenfeld Wealth Management
Illinois
$179K
BWL
1402
Bogart Wealth LLC
Virginia
$175K
W
1403
WealthCollab
Washington
$174K
KSB
1404
Kennebec Savings Bank
Maine
$173K
AIA
1405
Arcadia Investment Advisors
Idaho
$172K
GEA
1406
Glen Eagle Advisors
New Jersey
$169K
PG
1407
Proffitt & Goodson
Tennessee
$166K
NRC
1408
New Republic Capital
North Carolina
$164K
DI
1409
DAGCO Inc
Ohio
$163K
WFA
1410
Wells Financial Advisors
Massachusetts
$162K
KFAS
1411
Keating Financial Advisory Services
Kansas
$161K
AA
1412
Addison Advisors
Vermont
$160K
SGK
1413
Steigerwald Gordon & Koch
Virginia
$155K
EF
1414
Entrust Financial
Pennsylvania
$154K
CW
1415
Curio Wealth
Maryland
$152K
CFO
1416
Colony Family Offices
North Carolina
$147K
CBT
1417
Crews Bank & Trust
Florida
$144K
APW
1418
Atlantic Private Wealth
North Carolina
$143K
TIM
1419
Thompson Investment Management
Wisconsin
$134K
MCM
1420
MV Capital Management
Maryland
$134K
Lazard Asset Management
1421
Lazard Asset Management
New York
$129K
AG
1422
AmeriFlex Group
Nevada
$127K
CIA
1423
Cape Investment Advisory
Georgia
$127K
FMB
1424
Field & Main Bank
Kentucky
$127K
WETS
1425
Wealth Enhancement Trust Services
South Dakota
$126K