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Vanguard Small-Cap Value ETF

1,544 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 116 funds opening new positions, 566 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: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 1,5471,544 (-3)

1% less repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,544
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
FHC
351
First Horizon Corporation
Tennessee
$4.63M
IWC
352
Integrated Wealth Concepts
Massachusetts
$4.63M
MCCP
353
Mission Creek Capital Partners
California
$4.56M
RIA
354
Regal Investment Advisors
Michigan
$4.54M
DWS
355
Discipline Wealth Solutions
South Carolina
$4.52M
GB
356
Goepper Burkhardt
South Carolina
$4.48M
SF
357
Seek First
California
$4.46M
BJL
358
Brighton Jones LLC
Washington
$4.42M
REMPR
359
Roof Eidam Maycock Peralta (REMP)
California
$4.42M
TIM
360
Tortoise Investment Management
New York
$4.41M
CA
361
CGN Advisors
Kansas
$4.4M
CANC
362
Culbertson A N & Co
Virginia
$4.37M
AG
363
Ascent Group
Virginia
$4.35M
Citigroup
364
Citigroup
New York
$4.34M
IFWM
365
Institute for Wealth Management
Colorado
$4.34M
BAM
366
Beaumont Asset Management
Texas
$4.32M
AIM
367
Alhambra Investment Management
Florida
$4.3M
CA
368
Clearstead Advisors
Ohio
$4.25M
SFG
369
SNS Financial Group
Minnesota
$4.24M
TWM
370
TriaGen Wealth Management
California
$4.23M
VFS
371
Valpey Financial Services
New Hampshire
$4.2M
SWRP
372
Summit Wealth & Retirement Planning
California
$4.16M
CIA
373
Choate Investment Advisors
Massachusetts
$4.14M
CPA
374
Cathy Pareto & Associates
Florida
$4.13M
CTC
375
Central Trust Company
Missouri
$4.11M