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Vanguard Small-Cap Value ETF

1,541 hedge funds and large institutions have $17.6B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 563 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: $ → $

less funds holding

Funds holding:

0.53% less ownership

Funds ownership: 56.68%56.15% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,541
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
OIA
301
OneDigital Investment Advisors
Kansas
$5.63M
SEIA
302
Signature Estate & Investment Advisors
California
$5.63M
CA
303
Cornerstone Advisory
Maryland
$5.62M
AOWM
304
Alpha Omega Wealth Management
Virginia
$5.57M
PCIA
305
Prime Capital Investment Advisors
Kansas
$5.54M
CWM
306
Chemistry Wealth Management
New York
$5.53M
LIA
307
LifePlan Investment Advisors
North Carolina
$5.53M
RA
308
RFG Advisory
Alabama
$5.41M
RFC
309
Regions Financial Corp
Alabama
$5.41M
SMA
310
Seven Mile Advisory
New Jersey
$5.38M
SPC
311
Sigma Planning Corp
Michigan
$5.34M
ABC
312
Associated Banc-Corp
Wisconsin
$5.33M
CSP
313
Cary Street Partners
Virginia
$5.3M
TCMP
314
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.29M
AWA
315
Arkadios Wealth Advisors
Georgia
$5.28M
Two Sigma Investments
316
Two Sigma Investments
New York
$5.28M
SG
317
Sharper & Granite
California
$5.26M
BIA
318
Barry Investment Advisors
Massachusetts
$5.25M
AWM
319
Apollon Wealth Management
South Carolina
$5.24M
VIA
320
Vickerman Investment Advisors
Washington
$5.14M
LG
321
LAM Group
Oregon
$5.12M
MT
322
Midwest Trust
Kansas
$5.11M
LFS
323
Lutz Financial Services
Nebraska
$5.11M
MYIA
324
Mount Yale Investment Advisors
Colorado
$5.1M
GJIA
325
Glass Jacobson Investment Advisors
Maryland
$5.06M