VBR icon

Vanguard Small-Cap Value ETF

1,682 hedge funds and large institutions have $18.4B invested in Vanguard Small-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 653 increasing their positions, 588 reducing their positions, and 53 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more funds holding in top 10

Funds holding in top 10: 103104 (+1)

2% less capital invested

Capital invested by funds: $18.8B → $18.4B (-$427M)

1.14% less ownership

Funds ownership: 57.96%56.82% (-1.1%)

Holders
1,682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.6M
Puts
$3.91M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
1601
Sachetta
Massachusetts
$17.6K
NWMP
1602
Noble Wealth Management PBC
Colorado
$17.4K
AP
1603
Advisortrust Partners
North Carolina
$17.4K
MWA
1604
Merkkuri Wealth Advisors
New York
$17.2K
ZBNA
1605
Zions Bancorporation, National Association
Utah
$16.9K
TPWA
1606
Twin Peaks Wealth Advisors
California
$16.9K
MFC
1607
Morris Financial Concepts
South Carolina
$16.7K
USB
1608
Union Savings Bank
Connecticut
$16.3K
BDPWM
1609
Barnes Dennig Private Wealth Management
Ohio
$15.9K
BHWM
1610
Bay Harbor Wealth Management
Maryland
$15.6K
DJSG
1611
D.J. St. Germain
Massachusetts
$15.4K
SAP
1612
Strategic Advisory Partners
North Carolina
$15.2K
CB
1613
CNB Bank
Pennsylvania
$13.7K
DWS
1614
Dynamic Wealth Strategies
California
$13.7K
BW
1615
Basepoint Wealth
Iowa
$13.4K
MWP
1616
MYCIO Wealth Partners
Pennsylvania
$12.7K
HPIA
1617
Hamilton Point Investment Advisors
North Carolina
$11.7K
SG
1618
Sankala Group
Colorado
$11.2K
DCM
1619
Davis Capital Management
Florida
$10.9K
NFSG
1620
Newbridge Financial Services Group
Florida
$10.9K
AWM
1621
Aberdeen Wealth Management
Illinois
$10.9K
BW
1622
Bravera Wealth
North Dakota
$10.9K
HI
1623
Horizon Investments
North Carolina
$10.9K
VWA
1624
Valued Wealth Advisors
Utah
$10.4K
BWM
1625
Bernard Wealth Management
Michigan
$10.2K