VBR icon

Vanguard Small-Cap Value ETF

1,554 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, 569 increasing their positions, 575 reducing their positions, and 78 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:

0.1% more ownership

Funds ownership: 56.78%56.89% (+0.1%)

1% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 575

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,554
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
GCM
1551
Gables Capital Management
Florida
$1.04K
HFS
1552
Hopwood Financial Services
Virginia
$1.04K
TSMHT
1553
Thurston Springer Miller Herd & Titak
Indiana
$834
SAS
1554
Spurstone Advisory Services
Connecticut
$626
CWP
1555
Concord Wealth Partners
Virginia
$215
RDFA
1556
Ritter Daniher Financial Advisory
Ohio
$210
TCM
1557
Tradewinds Capital Management
Washington
$209
AP
1558
Atwood & Palmer
Missouri
$11
RFS
1559
Retirement Financial Solutions
Tennessee
AIP
1560
Almanack Investment Partners
Pennsylvania
AAP
1561
Arax Advisory Partners
Colorado
EPW
1562
Evergreen Private Wealth
Colorado
FTUS
1563
Flow Traders U.S.
New York
Tudor Investment Corp
1564
Tudor Investment Corp
Connecticut
EE
1565
EWG Elevate
California
GAM
1566
Gotham Asset Management
New York
GS
1567
GTS Securities
New York
NCM
1568
Northwest Capital Management
Oregon
HF
1569
HRT Financial
New York
SWGC
1570
Summit Wealth Group (Colorado)
Colorado
SFC
1571
Strategic Financial Concepts
Texas
PA
1572
Prossimo Advisors
California
VP
1573
Verisail Partners
Georgia
JCIA
1574
Jackson Creek Investment Advisors
Colorado
SXL
1575
Summit X LLC
Missouri