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Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PRP
326
Peak Retirement Planning
Ohio
$4.69M
EIM
327
Ervin Investment Management
Washington
$4.65M
EGA
328
E&G Advisors
Texas
$4.63M
BRG
329
Bay Rivers Group
Virginia
$4.63M
VFA
330
Valeo Financial Advisors
Indiana
$4.63M
SPC
331
Sigma Planning Corp
Michigan
$4.62M
ABC
332
Associated Banc-Corp
Wisconsin
$4.59M
IC
333
IEQ Capital
California
$4.57M
ERFOTCOFW
334
Employees Retirement Fund of the City of Fort Worth
Texas
$4.56M
PWM
335
Perigon Wealth Management
California
$4.56M
CSP
336
Cary Street Partners
Virginia
$4.54M
BSB
337
Bangor Savings Bank
Maine
$4.53M
SFO
338
Stokes Family Office
Louisiana
$4.53M
CB
339
Commerce Bank
Missouri
$4.52M
RA
340
RFG Advisory
Alabama
$4.47M
RLWM
341
RF&L Wealth Management
Massachusetts
$4.45M
TC
342
Tenret Company
Florida
$4.43M
IWM
343
IHT Wealth Management
Illinois
$4.39M
GB
344
Goepper Burkhardt
South Carolina
$4.38M
BAM
345
Belpointe Asset Management
Nevada
$4.32M
BJL
346
Brighton Jones LLC
Washington
$4.29M
TIM
347
Tortoise Investment Management
New York
$4.26M
BCM
348
Brookstone Capital Management
Illinois
$4.24M
RBWA
349
RFG - Bristol Wealth Advisors
Massachusetts
$4.24M
IWC
350
Integrated Wealth Concepts
Massachusetts
$4.21M