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
PGFC
151
Peapack-Gladstone Financial Corp
New Jersey
$13.9M
Bank of New York Mellon
152
Bank of New York Mellon
New York
$13.9M
BTIM
153
BancFirst Trust & Investment Management
Oklahoma
$13.7M
VFG
154
Victory Financial Group
Texas
$13.7M
ASN
155
Advisory Services Network
Georgia
$13.4M
AC
156
Apella Capital
Connecticut
$13.4M
AA
157
Ancora Advisors
Ohio
$13.3M
MCM
158
MAI Capital Management
Ohio
$13.1M
HWM
159
HB Wealth Management
Georgia
$12.9M
WAM
160
Weinberger Asset Management
California
$12.7M
PCM
161
Payne Capital Management
New York
$12.6M
BWFA
162
Baltimore-Washington Financial Advisors
Maryland
$12.6M
FSWA
163
Financial Synergies Wealth Advisors
Texas
$12.4M
AFG
164
Atomi Financial Group
New York
$12.3M
JE
165
JMAC Enterprises
Pennsylvania
$12.2M
SFP
166
Shepherd Financial Partners
Massachusetts
$12.2M
CTWM
167
Cherry Tree Wealth Management
Minnesota
$12.2M
FCM
168
Fourpath Capital Management
Oklahoma
$12.2M
CFFP
169
Center for Financial Planning
Michigan
$12.1M
GC
170
Garde Capital
Washington
$12.1M
FPW
171
Flywheel Private Wealth
California
$12M
ES
172
Eagle Strategies
New York
$11.9M
PWM
173
Praetorian Wealth Management
California
$11.8M
PFA
174
Pure Financial Advisors
California
$11.7M
M&T Bank
175
M&T Bank
New York
$11.5M