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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
ZC
326
Zeit Capital
Colorado
$5.06M
OPTFSNA
327
Old Point Trust & Financial Services N A
Virginia
$5.03M
EGA
328
E&G Advisors
Texas
$5.02M
EIM
329
Ervin Investment Management
Washington
$5.01M
BAM
330
Belpointe Asset Management
Nevada
$5.01M
SSW
331
Stone Summit Wealth
Florida
$4.96M
TPI
332
Trust Point Inc
Wisconsin
$4.95M
RIM
333
Rockbridge Investment Management
New York
$4.95M
VFA
334
Valeo Financial Advisors
Indiana
$4.93M
CB
335
Commerce Bank
Missouri
$4.91M
IWM
336
IHT Wealth Management
Illinois
$4.9M
BSB
337
Bangor Savings Bank
Maine
$4.9M
BRG
338
Bay Rivers Group
Virginia
$4.89M
OO
339
Obsido Oy
$4.87M
Lido Advisors
340
Lido Advisors
California
$4.87M
TI
341
Truepoint Inc
Ohio
$4.83M
PWM
342
Perigon Wealth Management
California
$4.8M
SFO
343
Stokes Family Office
Louisiana
$4.79M
ERFOTCOFW
344
Employees Retirement Fund of the City of Fort Worth
Texas
$4.78M
RLWM
345
RF&L Wealth Management
Massachusetts
$4.73M
TA
346
TFB Advisors
Kansas
$4.71M
AWE
347
Avidian Wealth Enterprises
Texas
$4.7M
CFGA
348
Cambridge Financial Group (Arizona)
Arizona
$4.68M
FHC
349
First Horizon Corporation
Tennessee
$4.63M
IWC
350
Integrated Wealth Concepts
Massachusetts
$4.63M