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Vanguard Small-Cap Value ETF

1,572 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, 577 increasing their positions, 582 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $1.71M

56% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 75

7% more capital invested

Capital invested by funds: $16.7B → $17.8B (+$1.13B)

1% more funds holding

Funds holding: 1,5591,572 (+13)

0.15% more ownership

Funds ownership: 56.79%56.95% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 582

5% less funds holding in top 10

Funds holding in top 10: 9893 (-5)

Holders
1,572
Holders Change
+13
Holders Change %
+0.83%
% of All Funds
20.63%
Holding in Top 10
93
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.1%
% of All Funds
1.22%
New
117
Increased
577
Reduced
582
Closed
75
Calls
$13.7M
Puts
$1.71M
Net Calls
+$12M
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
1501
CNB Bank
Pennsylvania
$13.1K
DWS
1502
Dynamic Wealth Strategies
California
$13.1K
RBC
1503
Roble Belko & Company
Pennsylvania
$13K
FLFS
1504
Family Legacy Financial Solutions
North Carolina
$12.7K +$12.5K +61 New
MWP
1505
MYCIO Wealth Partners
Pennsylvania
$12K +$204 +1 +2%
DF
1506
Dunhill Financial
United Kingdom
$11.5K -$384K -1,876 -97%
TAM
1507
Tucker Asset Management
Colorado
$11.3K
FWA
1508
Flagship Wealth Advisors
Massachusetts
$11.1K +$10.8K +53 New
GG
1509
Gleason Group
Kentucky
$10.9K
MA
1510
MCF Advisors
Kentucky
$10.5K
NFSG
1511
Newbridge Financial Services Group
Florida
$10.4K
DCM
1512
Davis Capital Management
Florida
$10.4K +$10.2K +50 New
FFA
1513
Frazier Financial Advisors
Ohio
$10.4K
FFWM
1514
Future Financial Wealth Management
Ohio
$10.2K
NWM
1515
Navigoe Wealth Management
California
$10K
VWA
1516
Valued Wealth Advisors
Utah
$9.99K
BWM
1517
Bernard Wealth Management
Michigan
$9.81K
MSWA
1518
Marshall & Sterling Wealth Advisors
New York
$9.74K -$9.61K -47 -50%
AIA
1519
Armor Investment Advisors
North Carolina
$9.6K
APW
1520
Aventura Private Wealth
Florida
$9.39K
EWM
1521
Evolution Wealth Management
Florida
$8.56K
HDIM
1522
Hanson & Doremus Investment Management
Vermont
$8K +$5.72K +28 +280%
GA
1523
Guerra Advisors
Florida
$7.97K +$7.77K +38 New
AEPWM
1524
Atlantic Edge Private Wealth Management
Florida
$7.72K
SC
1525
Steph & Co
Wisconsin
$7.72K

VBR Hedge Fund Activity: Q3 2025 in Review

1,572 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q3 2025, worth a combined $17.8B — up 6.7% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new VBR positions and 75 closed out — a net gain of 42 holders — while 577 added to existing stakes and 582 trimmed.

The largest buyer was Bank of America, adding an estimated $42.8M. The largest seller was Mather Group, cutting an estimated $48.3M.

  • 1,572 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q3 2025, up from 1,559 in Q2 2025.
  • Funds reported $17.8B of Vanguard Small-Cap Value ETF stock for Q3 2025, up 6.7% quarter-over-quarter.
  • 117 funds opened new Vanguard Small-Cap Value ETF positions in Q3 2025 and 75 closed out, a net change of +42 holders.
  • The largest Vanguard Small-Cap Value ETF buyer in Q3 2025 was Bank of America, an estimated $42.8M added.
  • The largest Vanguard Small-Cap Value ETF seller in Q3 2025 was Mather Group, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2025.