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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
MT
326
Midwest Trust
Kansas
$5.11M
LFS
327
Lutz Financial Services
Nebraska
$5.11M
MYIA
328
Mount Yale Investment Advisors
Colorado
$5.1M
GJIA
329
Glass Jacobson Investment Advisors
Maryland
$5.06M
ZC
330
Zeit Capital
Colorado
$5.06M
OPTFSNA
331
Old Point Trust & Financial Services N A
Virginia
$5.03M
EGA
332
E&G Advisors
Texas
$5.02M
EIM
333
Ervin Investment Management
Washington
$5.01M
BAM
334
Belpointe Asset Management
Nevada
$5.01M
SSW
335
Stone Summit Wealth
Florida
$4.96M
TPI
336
Trust Point Inc
Wisconsin
$4.95M
RIM
337
Rockbridge Investment Management
New York
$4.95M
VFA
338
Valeo Financial Advisors
Indiana
$4.93M
CB
339
Commerce Bank
Missouri
$4.91M
IWM
340
IHT Wealth Management
Illinois
$4.9M
BSB
341
Bangor Savings Bank
Maine
$4.9M
BRG
342
Bay Rivers Group
Virginia
$4.89M
OO
343
Obsido Oy
$4.87M
Lido Advisors
344
Lido Advisors
California
$4.87M
TI
345
Truepoint Inc
Ohio
$4.83M
PWM
346
Perigon Wealth Management
California
$4.8M
SFO
347
Stokes Family Office
Louisiana
$4.79M
ERFOTCOFW
348
Employees Retirement Fund of the City of Fort Worth
Texas
$4.78M
RLWM
349
RF&L Wealth Management
Massachusetts
$4.73M
TA
350
TFB Advisors
Kansas
$4.71M