VBR icon

Vanguard Small-Cap Value ETF

1,541 hedge funds and large institutions have $17.6B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 563 increasing their positions, 572 reducing their positions, and 77 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: $ → $

less funds holding

Funds holding:

0.53% less ownership

Funds ownership: 56.68%56.15% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,541
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 +$43.7M
2 +$39.7M
3 +$25.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.8M
5
BW
Balance Wealth
Ohio
+$21M

Top Sellers

1 -$246M
2 -$49.3M
3 -$43.1M
4
UBS Group
UBS Group
Switzerland
-$38.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EE
1551
EWG Elevate
California
GAM
1552
Gotham Asset Management
New York
GS
1553
GTS Securities
New York
NCM
1554
Northwest Capital Management
Oregon
HF
1555
HRT Financial
New York
SWGC
1556
Summit Wealth Group (Colorado)
Colorado
SFC
1557
Strategic Financial Concepts
Texas
PA
1558
Prossimo Advisors
California
VP
1559
Verisail Partners
Georgia
JCIA
1560
Jackson Creek Investment Advisors
Colorado
SXL
1561
Summit X LLC
Missouri
VIA
1562
Victrix Investment Advisors
Florida
FWP
1563
Forefront Wealth Partners
Texas
VDI
1564
Vaughan David Investments
Illinois
FH
1565
Financial Harvest
Florida
BA
1566
Bristlecone Advisors
Washington
KF
1567
KKM Financial
Illinois
SIC
1568
Sterling Investment Counsel
New York
HSBC Holdings
1569
HSBC Holdings
United Kingdom
Vontobel Holding
1570
Vontobel Holding
Switzerland
JSW
1571
Journey Strategic Wealth
New Jersey
EG
1572
Ellerson Group
Maryland
HIS
1573
Harvest Investment Services
Illinois
KCM
1574
Kanawha Capital Management
Virginia
PAS
1575
PKS Advisory Services
New York