VBR icon

Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
176
Symmetry Partners
Connecticut
$10.6M
FOFP
177
Fee-Only Financial Planning
South Carolina
$10.5M
SC
178
Swan Capital
Florida
$10.4M
FPW
179
Flywheel Private Wealth
California
$10.4M
MCM
180
MAI Capital Management
Ohio
$10.4M
PCML
181
Payne Capital Management, LLC
New York
$10.3M
JC
182
JBGlobal.com
New York
$10.2M
VC
183
Veery Capital
Delaware
$10.2M
LI
184
LMCG Investments
Massachusetts
$10.2M
BWFA
185
Baltimore-Washington Financial Advisors
Maryland
$10.1M
HCMT
186
Highland Capital Management (Tennessee)
Tennessee
$10.1M
William Blair & Company
187
William Blair & Company
Illinois
$10.1M
CIA
188
Concurrent Investment Advisors
Florida
$9.89M
FCM
189
Firestone Capital Management
Florida
$9.84M
JIC
190
Joel Isaacson & Co
New York
$9.64M
GFA
191
Gladwyn Financial Advisors
Virginia
$9.63M
Citadel Advisors
192
Citadel Advisors
Florida
$9.53M
LSA
193
Lansing Street Advisors
Pennsylvania
$9.52M
CA
194
Capital Advantage
California
$9.52M
BCIM
195
Bishop & Co Investment Management
Pennsylvania
$9.5M
CI
196
CX Institutional
Indiana
$9.38M
FWP
197
Family Wealth Partners
North Carolina
$9.28M
ES
198
Eagle Strategies
New York
$9.27M
BNP Paribas Financial Markets
199
BNP Paribas Financial Markets
France
$9.24M
KPWS
200
Kestra Private Wealth Services
Texas
$9.16M