VBR icon

Vanguard Small-Cap Value ETF

1,509 hedge funds and large institutions have $16.2B invested in Vanguard Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
-64
Holders Change %
-4.07%
% of All Funds
20.5%
Holding in Top 10
104
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.86%
% of All Funds
1.41%
New
88
Increased
586
Reduced
571
Closed
114
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BWS
1576
BCR Wealth Strategies
Alabama
-$209K -1,056 Closed
PIA
1577
Pinion Investment Advisors
Kansas
-$209K -1,053 Closed
OFG
1578
Omega Financial Group
California
-$208K -1,052 Closed
TPA
1579
Trivium Point Advisory
Connecticut
-$205K -1,036 Closed
IAG
1580
Ipsen Advisor Group
Arkansas
-$205K -1,036 Closed
AAS
1581
Annex Advisory Services
Wisconsin
-$205K -1,035 Closed
MPM
1582
Meritage Portfolio Management
Kansas
-$204K -1,031 Closed
M
1583
MATAURO
New York
-$204K -1,031 Closed
ET
1584
Equitable Trust
Tennessee
-$204K -1,030 Closed
OHIS
1585
Oak Harvest Investment Services
Texas
-$202K -1,019 Closed
RFN
1586
RDA Financial Network
Iowa
-$202K -1,017 Closed
NG
1587
Northstar Group
New York
-$201K -1,013 Closed
CG
1588
CFO4Life Group
Texas
-$201K -1,013 Closed
GAM
1589
Griffin Asset Management
New York
-$200K -1,010 Closed
SAM
1590
Synergy Asset Management
Washington
-$138K -685 Closed
CCP
1591
Clarkston Capital Partners
Michigan
-$116K -586 Closed
EFP
1592
EnRich Financial Partners
Wisconsin
-$109K -551 Closed
OC
1593
Oarsman Capital
Wisconsin
-$106K -533 Closed
PCWA
1594
Pacific Capital Wealth Advisors
California
-$98.5K -497 Closed
FA
1595
Fedenia Advisers
Wisconsin
-$83.2K -420 Closed
LDB
1596
Lee, Danner & Bass
Tennessee
-$69.4K -350 Closed
MFG
1597
Menard Financial Group
Texas
-$57.5K -290 Closed
DMIC
1598
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$46.6K -235 Closed
PC
1599
Promus Capital
Illinois
-$46.2K -233 Closed
EW
1600
Element Wealth
Mississippi
-$43K -217 Closed