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Vanguard Small-Cap Value ETF

1,541 hedge funds and large institutions have $17.6B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 563 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: $ → $

less funds holding

Funds holding:

0.53% less ownership

Funds ownership: 56.68%56.15% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,541
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
SC
376
Scotia Capital
Ontario, Canada
$4.08M
WAP
377
Wealthcare Advisory Partners
Pennsylvania
$4.08M
CA
378
CSM Advisors
Pennsylvania
$4.07M
CW
379
CreativeOne Wealth
Kansas
$4.06M
DPI
380
Diversified Portfolios Inc
Michigan
$4.05M
MHIC
381
Marble Harbor Investment Counsel
Massachusetts
$3.99M
MWA
382
Martel Wealth Advisors
Washington
$3.98M
BTWM
383
Baker Tilly Wealth Management
Wisconsin
$3.97M
KF
384
Krilogy Financial
Missouri
$3.94M
LAM
385
LOM Asset Management
$3.92M
HNB
386
Hilltop National Bank
Wyoming
$3.92M
TF
387
Theory Financial
Colorado
$3.88M
JIR
388
James Investment Research
Ohio
$3.85M
HI
389
Harbour Investments
Wisconsin
$3.83M
QCM
390
Quantinno Capital Management
New York
$3.8M
TAM
391
Tocqueville Asset Management
New York
$3.8M
IA
392
Integrity Alliance
Iowa
$3.77M
AIA
393
Ally Invest Advisors
North Carolina
$3.77M
PAI
394
Pittenger & Anderson Inc
Nebraska
$3.77M
FFG
395
Fiduciary Financial Group
California
$3.76M
WPC
396
Wedmont Private Capital
Pennsylvania
$3.76M
JWCA
397
J.W. Cole Advisors
Florida
$3.75M
BWA
398
BlueSky Wealth Advisors
North Carolina
$3.73M
KSWA
399
Kathleen S. Wright Associates
Pennsylvania
$3.73M
APP
400
Avantax Planning Partners
Iowa
$3.72M