VBR icon

Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFC
1476
Morris Financial Concepts
South Carolina
$16.8K
BAM
1477
Bellevue Asset Management
Washington
$16.4K
LWMI
1478
Legacy Wealth Management (Idaho)
Idaho
$16.2K
LIS
1479
Legacy Investment Solutions
Idaho
$16.2K
PA
1480
Pineridge Advisors
Missouri
$16.1K
EWA
1481
Elevate Wealth Advisory
Georgia
$15.3K
ZBNA
1482
Zions Bancorporation, National Association
Utah
$15.2K
USB
1483
Union Savings Bank
Connecticut
$14.9K
MSG
1484
Main Street Group
Virginia
$14.4K
DWA
1485
Delos Wealth Advisors
Texas
$14.2K
YP
1486
YANKCOM Partnership
South Dakota
$13.7K
Fuller & Thaler Asset Management
1487
Fuller & Thaler Asset Management
California
$13.2K
ACM
1488
Anfield Capital Management
California
$12.3K
CB
1489
CNB Bank
Pennsylvania
$12.3K
DWS
1490
Dynamic Wealth Strategies
California
$12.3K
RBC
1491
Roble Belko & Company
Pennsylvania
$12K
MWP
1492
MYCIO Wealth Partners
Pennsylvania
$11.2K
BDPWM
1493
Barnes Dennig Private Wealth Management
Ohio
$10.9K
GWSA
1494
Global Wealth Strategies & Associates
Colorado
$10.7K
DIP
1495
DT Investment Partners
Pennsylvania
$10.7K
GG
1496
Gleason Group
Kentucky
$10.2K
MA
1497
MCF Advisors
Kentucky
$9.8K
NFSG
1498
Newbridge Financial Services Group
Florida
$9.75K
FFA
1499
Frazier Financial Advisors
Ohio
$9.72K
FFWM
1500
Future Financial Wealth Management
Ohio
$9.55K