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
RJA
1526
Ross\Johnson & Associates
Minnesota
$5.78K
GPFA
1527
Game Plan Financial Advisors
Ohio
$5.45K
PWA
1528
Provenance Wealth Advisors
Florida
$5.31K
KHC
1529
Koesten Hirschmann & Crabtree
Kansas
$5.29K
HI
1530
Horizon Investments
North Carolina
$4.59K
CBT
1531
Crews Bank & Trust
Florida
$4.38K
WAS
1532
Winch Advisory Services
Wisconsin
$4.17K
HIA
1533
HFM Investment Advisors
New Jersey
$4.13K
CAM
1534
Costello Asset Management
Pennsylvania
$4.13K
PWMG
1535
Prestige Wealth Management Group
New Jersey
$3.98K
HPC
1536
HM Payson & Co
Maine
$3.97K
SNB
1537
Security National Bank
Nebraska
$3.96K
AWM
1538
Activest Wealth Management
Florida
$3.96K
FIM
1539
FWL Investment Management
Texas
$3.55K
RPCA
1540
Running Point Capital Advisors
California
$3.34K
MBFW
1541
Morton Brown Family Wealth
Pennsylvania
$3.34K
CMP
1542
Coston McIsaac & Partners
Maine
$3K
NRWA
1543
North Ridge Wealth Advisors
Oregon
$2.97K
OC
1544
Oakworth Capital
Alabama
$2.92K
GTAM
1545
Global Trust Asset Management
Florida
$2.82K
AWA
1546
American Wealth Advisors
Georgia
$2.8K
CPBTD
1547
Central Pacific Bank - Trust Division
Hawaii
$2.71K
ATS
1548
Ashton Thomas Securities
New York
$2.5K
RFA
1549
Register Financial Advisors
Georgia
$2.5K
EWM
1550
EPG Wealth Management
Georgia
$2.5K