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Vanguard Small-Cap Value ETF

1,572 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, 577 increasing their positions, 582 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $1.71M

56% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 75

7% more capital invested

Capital invested by funds: $16.7B → $17.8B (+$1.13B)

1% more funds holding

Funds holding: 1,5591,572 (+13)

0.15% more ownership

Funds ownership: 56.79%56.95% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 582

5% less funds holding in top 10

Funds holding in top 10: 9893 (-5)

Holders
1,572
Holders Change
+13
Holders Change %
+0.83%
% of All Funds
20.63%
Holding in Top 10
93
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.1%
% of All Funds
1.22%
New
117
Increased
577
Reduced
582
Closed
75
Calls
$13.7M
Puts
$1.71M
Net Calls
+$12M
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.22B +$42.8M +209,142 +1%
AssetMark Inc
2
AssetMark Inc
California
$890M -$19.3M -94,456 -2%
Morgan Stanley
3
Morgan Stanley
New York
$800M -$7.1M -34,743 -0.9%
Betterment LLC
4
Betterment LLC
New York
$647M -$20.5M -100,405 -3%
Wells Fargo
5
Wells Fargo
California
$371M -$6.74M -32,974 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$346M -$8.85M -43,264 -3%
AL
7
Aspiriant LLC
California
$319M +$8.97M +43,846 +3%
SEI Investments
8
SEI Investments
Pennsylvania
$303M +$5.2M +25,434 +2%
UBS Group
9
UBS Group
Switzerland
$302M -$37.8M -184,780 -11%
LPL Financial
10
LPL Financial
California
$298M -$1.37M -6,687 -0.5%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$256M +$18M +87,902 +8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$224M +$38.9M +190,093 +22%
Raymond James Financial
13
Raymond James Financial
Florida
$199M +$5.61M +27,419 +3%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$190M -$32M -156,464 -15%
Osaic Holdings
15
Osaic Holdings
Arizona
$185M +$15M +73,166 +9%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$179M +$14.9M +72,992 +9%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$172M +$8.85M +43,288 +6%
HighTower Advisors
18
HighTower Advisors
Illinois
$170M -$1.29M -6,333 -0.8%
AF
19
Allworth Financial
California
$169M +$2.91M +14,236 +2%
CL
20
Choreo LLC
Illinois
$165M +$1.64M +8,000 +1%
JP Morgan Chase
21
JP Morgan Chase
New York
$152M -$4.11M -20,097 -3%
Ameriprise
22
Ameriprise
Minnesota
$152M -$2.53M -12,350 -2%
MG
23
Mather Group
Illinois
$133M -$48.3M -236,189 -27%
EA
24
Efficient Advisors
Ohio
$128M +$968K +4,733 +0.8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$123M -$15.6M -76,260 -11%

VBR Hedge Fund Activity: Q3 2025 in Review

1,572 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q3 2025, worth a combined $17.8B — up 6.7% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new VBR positions and 75 closed out — a net gain of 42 holders — while 577 added to existing stakes and 582 trimmed.

The largest buyer was Bank of America, adding an estimated $42.8M. The largest seller was Mather Group, cutting an estimated $48.3M.

  • 1,572 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q3 2025, up from 1,559 in Q2 2025.
  • Funds reported $17.8B of Vanguard Small-Cap Value ETF stock for Q3 2025, up 6.7% quarter-over-quarter.
  • 117 funds opened new Vanguard Small-Cap Value ETF positions in Q3 2025 and 75 closed out, a net change of +42 holders.
  • The largest Vanguard Small-Cap Value ETF buyer in Q3 2025 was Bank of America, an estimated $42.8M added.
  • The largest Vanguard Small-Cap Value ETF seller in Q3 2025 was Mather Group, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2025.