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Vanguard Small-Cap Value ETF

1,651 hedge funds and large institutions have $18.8B invested in Vanguard Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 652 increasing their positions, 512 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $2.35M

147% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 75

27% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 512

12% more funds holding in top 10

Funds holding in top 10: 92103 (+11)

6% more capital invested

Capital invested by funds: $17.8B → $18.8B (+$1.02B)

5% more funds holding

Funds holding: 1,5701,651 (+81)

1.08% more ownership

Funds ownership: 56.89%57.97% (+1.1%)

Holders
1,651
Holders Change
+81
Holders Change %
+5.16%
% of All Funds
20.09%
Holding in Top 10
103
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.96%
% of All Funds
1.25%
New
185
Increased
652
Reduced
512
Closed
75
Calls
$11.7M
Puts
$2.35M
Net Calls
+$9.32M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
326
Monograph Wealth Advisors
California
$5.93M -$103K -491 -2%
Northern Trust
327
Northern Trust
Illinois
$5.83M -$32K -153 -0.6%
EF
328
Elite Financial
Idaho
$5.8M -$66.4K -317 -1%
AOWM
329
Alpha Omega Wealth Management
Virginia
$5.75M +$102K +485 +2%
AWS
330
Alliance Wealth Strategies
Virginia
$5.74M +$5.67M +27,094 New
TF
331
TME Financial
California
$5.71M -$571K -2,726 -9%
LIA
332
LifePlan Investment Advisors
North Carolina
$5.7M +$91.7K +438 +2%
CA
333
Cornerstone Advisory
Maryland
$5.67M -$31.8K -152 -0.6%
VIA
334
Vickerman Investment Advisors
Washington
$5.6M +$387K +1,850 +8%
CWM
335
Chemistry Wealth Management
New York
$5.58M -$25.8K -123 -0.5%
PA
336
PFG Advisors
Arizona
$5.56M -$405K -1,932 -7%
CSP
337
Cary Street Partners
Virginia
$5.56M +$183K +875 +3%
PCIA
338
Prime Capital Investment Advisors
Kansas
$5.52M -$98.2K -469 -2%
SMA
339
Seven Mile Advisory
New Jersey
$5.51M +$47.3K +226 +0.9%
OIA
340
OneDigital Investment Advisors
Kansas
$5.49M -$221K -1,056 -4%
MT
341
Midwest Trust
Kansas
$5.46M +$269K +1,286 +5%
SPC
342
Sigma Planning Corp
Michigan
$5.41M +$209 +1 +0%
BIA
343
Barry Investment Advisors
Massachusetts
$5.36M +$55.7K +266 +1%
NAAA
344
New Age Alpha Advisors
New York
$5.36M +$2.26M +10,796 +75%
SG
345
Sharper & Granite
California
$5.31M -$22.8K -109 -0.4%
CB
346
Commerce Bank
Missouri
$5.28M +$288K +1,374 +6%
IA
347
Integrity Alliance
Iowa
$5.26M +$1.41M +6,752 +37%
CFGA
348
Cambridge Financial Group (Arizona)
Arizona
$5.24M +$609K +2,909 +13%
RIA
349
Regal Investment Advisors
Michigan
$5.23M +$608K +2,904 +13%
LG
350
LAM Group
Oregon
$5.19M