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Vanguard Small-Cap Value ETF

1,554 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, 569 increasing their positions, 575 reducing their positions, and 78 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 funds holding

Funds holding:

0.1% more ownership

Funds ownership: 56.78%56.89% (+0.1%)

1% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 575

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,554
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
PSA
226
Plum Street Advisors
Louisiana
$8.3M
KBFS
227
Kohmann Bosshard Financial Services
Ohio
$8.3M
CWA
228
Cornerstone Wealth Advisors
Minnesota
$8.26M
LFP
229
Leeward Financial Partners
Washington
$8.2M
RFA
230
RTD Financial Advisors
Pennsylvania
$8.15M
FCM
231
Fortis Capital Management
Washington
$8.13M
RZH
232
Relyea Zuckerberg Hanson
Connecticut
$8.08M
SRC
233
Shufro Rose & Co
New York
$8.06M
CFO
234
Collective Family Office
Pennsylvania
$8.05M
BFS
235
Bradley Foster & Sargent
Connecticut
$8.03M
CC
236
Courier Capital
New York
$7.91M
NHC
237
Nicholas Hoffman & Company
Georgia
$7.87M
NFW
238
Noble Family Wealth
Florida
$7.83M
QC
239
Quent Capital
New York
$7.81M
CWM
240
Cornerstone Wealth Management
Missouri
$7.79M
SLWA
241
San Luis Wealth Advisors
California
$7.79M
TW
242
Towerpoint Wealth
California
$7.69M
TCWM
243
Total Clarity Wealth Management
Illinois
$7.67M
SWM
244
Sterling Wealth Management
Illinois
$7.66M
ST
245
Spinnaker Trust
Maine
$7.64M
WT
246
Whittier Trust
California
$7.64M
EFG
247
Everhart Financial Group
Ohio
$7.59M
FFA
248
Farther Finance Advisors
California
$7.53M
FF
249
Fairway Financial
Florida
$7.48M
ONB
250
Old National Bancorp
Indiana
$7.44M