We are live on ! Find out more
VBR icon

Vanguard Small-Cap Value ETF

1,696 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 135 funds opening new positions, 657 increasing their positions, 594 reducing their positions, and 54 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:

2% more funds holding in top 10

Funds holding in top 10: 103105 (+2)

2% less capital invested

Capital invested by funds: $18.8B → $18.4B (-$401M)

1.03% less ownership

Funds ownership: 57.97%56.94% (-1%)

Holders
1,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
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
ES
176
Eagle Strategies
New York
$12.6M
HI
177
Harbour Investments
Wisconsin
$12.5M
GC
178
Garde Capital
Washington
$12.4M
PFM
179
Phillips Financial Management
Indiana
$12.3M
FMTCOCP
180
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12.3M
EFG
181
Everhart Financial Group
Ohio
$12.3M
CTWM
182
Cherry Tree Wealth Management
Minnesota
$12.2M
VC
183
Veery Capital
Delaware
$12.2M
CFFP
184
Center for Financial Planning
Michigan
$12.1M
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$11.9M
CA
186
Capital Advantage
California
$11.8M
SFP
187
Shepherd Financial Partners
Massachusetts
$11.8M
FFP
188
Forbes Financial Planning
Rhode Island
$11.7M
WBG
189
Wharton Business Group
Pennsylvania
$11.6M
SC
190
Sepio Capital
Utah
$11.5M
FOFP
191
Fee-Only Financial Planning
South Carolina
$11.4M
FCM
192
Firestone Capital Management
Florida
$11.3M
KBFS
193
Kohmann Bosshard Financial Services
Ohio
$11.2M
LSA
194
Lansing Street Advisors
Pennsylvania
$11.2M
GFA
195
Gladwyn Financial Advisors
Virginia
$11.1M
CIA
196
Concurrent Investment Advisors
Florida
$11M
ODA
197
One Degree Advisors
California
$10.9M
PRP
198
Peak Retirement Planning
Ohio
$10.9M
QCM
199
Quantinno Capital Management
New York
$10.7M
JIC
200
Joel Isaacson & Co
New York
$10.7M