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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
AWE
351
Avidian Wealth Enterprises
Texas
$4.7M
CFGA
352
Cambridge Financial Group (Arizona)
Arizona
$4.68M
FHC
353
First Horizon Corporation
Tennessee
$4.63M
IWC
354
Integrated Wealth Concepts
Massachusetts
$4.63M
MCCP
355
Mission Creek Capital Partners
California
$4.56M
RIA
356
Regal Investment Advisors
Michigan
$4.54M
DWS
357
Discipline Wealth Solutions
South Carolina
$4.52M
GB
358
Goepper Burkhardt
South Carolina
$4.48M
SF
359
Seek First
California
$4.46M
BJL
360
Brighton Jones LLC
Washington
$4.42M
REMPR
361
Roof Eidam Maycock Peralta (REMP)
California
$4.42M
TIM
362
Tortoise Investment Management
New York
$4.41M
CA
363
CGN Advisors
Kansas
$4.4M
CANC
364
Culbertson A N & Co
Virginia
$4.37M
AG
365
Ascent Group
Virginia
$4.35M
Citigroup
366
Citigroup
New York
$4.34M
IFWM
367
Institute for Wealth Management
Colorado
$4.34M
BAM
368
Beaumont Asset Management
Texas
$4.32M
AIM
369
Alhambra Investment Management
Florida
$4.3M
CA
370
Clearstead Advisors
Ohio
$4.25M
SFG
371
SNS Financial Group
Minnesota
$4.24M
TWM
372
TriaGen Wealth Management
California
$4.23M
VFS
373
Valpey Financial Services
New Hampshire
$4.2M
SWRP
374
Summit Wealth & Retirement Planning
California
$4.16M
CIA
375
Choate Investment Advisors
Massachusetts
$4.14M