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Vanguard Small-Cap Value ETF

1,544 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 116 funds opening new positions, 566 increasing their positions, 572 reducing their positions, and 77 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 1,5471,544 (-3)

1% less repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,544
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.7M
Puts
$1.71M
Net Calls
Net Calls Change

Top Buyers

1 +$43.7M
2 +$39.7M
3 +$25.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.8M
5
BW
Balance Wealth
Ohio
+$21M

Top Sellers

1 -$246M
2 -$49.3M
3 -$43.1M
4
UBS Group
UBS Group
Switzerland
-$38.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
226
Cornerstone Wealth Advisors
Minnesota
$8.26M
LFP
227
Leeward Financial Partners
Washington
$8.2M
RFA
228
RTD Financial Advisors
Pennsylvania
$8.15M
FCM
229
Fortis Capital Management
Washington
$8.13M
RZH
230
Relyea Zuckerberg Hanson
Connecticut
$8.08M
SRC
231
Shufro Rose & Co
New York
$8.06M
CFO
232
Collective Family Office
Pennsylvania
$8.05M
BFS
233
Bradley Foster & Sargent
Connecticut
$8.03M
CC
234
Courier Capital
New York
$7.91M
NHC
235
Nicholas Hoffman & Company
Georgia
$7.87M
NFW
236
Noble Family Wealth
Florida
$7.83M
QC
237
Quent Capital
New York
$7.81M
CWM
238
Cornerstone Wealth Management
Missouri
$7.79M
SLWA
239
San Luis Wealth Advisors
California
$7.79M
TW
240
Towerpoint Wealth
California
$7.69M
TCWM
241
Total Clarity Wealth Management
Illinois
$7.67M
SWM
242
Sterling Wealth Management
Illinois
$7.66M
ST
243
Spinnaker Trust
Maine
$7.64M
WT
244
Whittier Trust
California
$7.64M
EFG
245
Everhart Financial Group
Ohio
$7.59M
FFA
246
Farther Finance Advisors
California
$7.53M
FF
247
Fairway Financial
Florida
$7.48M
ONB
248
Old National Bancorp
Indiana
$7.44M
AWA
249
Arbor Wealth Advisors
Michigan
$7.44M
TC
250
Tacita Capital
Ontario, Canada
$7.4M