VBR icon

Vanguard Small-Cap Value ETF

1,607 hedge funds and large institutions have $18.7B invested in Vanguard Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 640 increasing their positions, 511 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,607
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.7M
Puts
$2.35M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
176
Garde Capital
Washington
$12.2M
CFFP
177
Center for Financial Planning
Michigan
$12.1M
PWM
178
Praetorian Wealth Management
California
$12.1M
AFG
179
Atomi Financial Group
New York
$12.1M
SFP
180
Shepherd Financial Partners
Massachusetts
$11.9M
VC
181
Veery Capital
Delaware
$11.6M
WBG
182
Wharton Business Group
Pennsylvania
$11.5M
CA
183
Capital Advantage
California
$11.5M
SC
184
Sepio Capital
Utah
$11.4M
PFPG
185
Pinnacle Financial Partners (Georgia)
Georgia
$11.3M
FOFP
186
Fee-Only Financial Planning
South Carolina
$11.2M
SCM
187
Steele Capital Management
Iowa
$11.1M
FFP
188
Forbes Financial Planning
Rhode Island
$11.1M
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
$11M
LSA
190
Lansing Street Advisors
Pennsylvania
$10.9M
FCM
191
Fourpath Capital Management
Oklahoma
$10.9M
FCM
192
Firestone Capital Management
Florida
$10.8M
CIA
193
Concurrent Investment Advisors
Florida
$10.8M
JIC
194
Joel Isaacson & Co
New York
$10.7M
GFA
195
Gladwyn Financial Advisors
Virginia
$10.7M
HCMT
196
Highland Capital Management (Tennessee)
Tennessee
$10.7M
ODA
197
One Degree Advisors
California
$10.6M
BCIM
198
Bishop & Co Investment Management
Pennsylvania
$10.6M
CI
199
CX Institutional
Indiana
$10.6M
M&T Bank
200
M&T Bank
New York
$10.5M