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
AC
151
Apella Capital
Connecticut
$14.9M
PGFC
152
Peapack-Gladstone Financial Corp
New Jersey
$14.8M
UB
153
UMB Bank
Missouri
$14.8M
TYCC
154
Texas Yale Capital Corp
Florida
$14.7M
VFG
155
Victory Financial Group
Texas
$14.2M
AA
156
Ancora Advisors
Ohio
$14.2M
BWFA
157
Baltimore-Washington Financial Advisors
Maryland
$14.2M
BCWM
158
Bartlett & Co Wealth Management
Ohio
$14.1M
BTIM
159
BancFirst Trust & Investment Management
Oklahoma
$14M
JCM
160
Jacobsen Capital Management
Utah
$13.9M
HWM
161
HB Wealth Management
Georgia
$13.8M
PCM
162
Payne Capital Management
New York
$13.8M
ASN
163
Advisory Services Network
Georgia
$13.6M
CBU
164
CIBC Bancorp USA
Illinois
$13.5M
Bank of New York Mellon
165
Bank of New York Mellon
New York
$13.5M
JE
166
JMAC Enterprises
Pennsylvania
$13.2M
AFG
167
Atomi Financial Group
New York
$13.2M
WAM
168
Weinberger Asset Management
California
$13.1M
FPW
169
Flywheel Private Wealth
California
$13.1M
CT
170
Coastline Trust
Rhode Island
$12.9M
PWM
171
Praetorian Wealth Management
California
$12.9M
William Blair & Company
172
William Blair & Company
Illinois
$12.9M
FA
173
Fiducient Advisors
Illinois
$12.8M
FSWA
174
Financial Synergies Wealth Advisors
Texas
$12.8M
PFA
175
Pure Financial Advisors
California
$12.8M