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
CAP
1701
Cordoba Advisory Partners
New York
AWM
1702
Axxcess Wealth Management
California
CAP
1703
Columbia Advisory Partners
Washington
CF
1704
Calder Financial
Pennsylvania
FCBT
1705
First Citizens Bank & Trust
North Carolina
PAIM
1706
Punch & Associates Investment Management
Minnesota
EWA
1707
Encompass Wealth Advisors
Oregon
FFP
1708
Freedom Financial Partners
Minnesota
MFA
1709
Mayflower Financial Advisors
Massachusetts
MW
1710
Maia Wealth
Colorado
CIA
1711
Cape Investment Advisory
Georgia
EW
1712
Elyxium Wealth
California
HBT
1713
Hills Bank & Trust
Iowa
TH
1714
TCTC Holdings
Texas
IIM
1715
IFC & Insurance Marketing
California
ACM
1716
Anfield Capital Management
California
T
1717
Tidemark
California
KFP
1718
Kerr Financial Planning
California
CFS
1719
Compass Financial Services
Iowa
PS
1720
Pinney & Scofield
Massachusetts
MA
1721
Modus Advisors
Minnesota
RWS
1722
Retirement Wealth Solutions
Wisconsin
RLIM
1723
Red Lighthouse Investment Management
New York
NL
1724
Navalign LLC
California
CRI
1725
Commonwealth Retirement Investments
Virginia