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Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MBI
376
May Barnhard Investments
Maryland
$3.74M
JIR
377
James Investment Research
Ohio
$3.73M
ACA
378
Atlas Capital Advisors
Wyoming
$3.72M
BWA
379
BlueSky Wealth Advisors
North Carolina
$3.71M
IFWM
380
Institute for Wealth Management
Colorado
$3.7M
CW
381
CreativeOne Wealth
Kansas
$3.69M
SC
382
Scotia Capital
Ontario, Canada
$3.68M
LAM
383
LOM Asset Management
$3.67M
WPC
384
Wedmont Private Capital
Pennsylvania
$3.66M
TWM
385
TriaGen Wealth Management
California
$3.65M
RWM
386
Rialto Wealth Management
New York
$3.63M
AG
387
Ascent Group
Virginia
$3.59M
AWA
388
Arkadios Wealth Advisors
Georgia
$3.55M
PAI
389
Pittenger & Anderson Inc
Nebraska
$3.52M
CWM
390
Cranbrook Wealth Management
Michigan
$3.52M
TAM
391
Tocqueville Asset Management
New York
$3.51M
HNB
392
Hilltop National Bank
Wyoming
$3.5M
RIA
393
Regal Investment Advisors
Michigan
$3.5M
APP
394
Avantax Planning Partners
Iowa
$3.48M
CAMG
395
CWA Asset Management Group
Florida
$3.47M
CA
396
CWC Advisors
Oregon
$3.46M
MCCP
397
Mission Creek Capital Partners
California
$3.45M
KSWA
398
Kathleen S. Wright Associates
Pennsylvania
$3.44M
NFC
399
Northeast Financial Consultants
Connecticut
$3.44M
FA
400
FDx Advisors
Illinois
$3.43M