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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
FWP
376
Falcon Wealth Planning
California
$4.1M
CFA
377
Cahill Financial Advisors
Minnesota
$4.1M
SC
378
Scotia Capital
Ontario, Canada
$4.08M
WAP
379
Wealthcare Advisory Partners
Pennsylvania
$4.08M
CA
380
CSM Advisors
Pennsylvania
$4.07M
CW
381
CreativeOne Wealth
Kansas
$4.06M
DPI
382
Diversified Portfolios Inc
Michigan
$4.05M
MHIC
383
Marble Harbor Investment Counsel
Massachusetts
$3.99M
MWA
384
Martel Wealth Advisors
Washington
$3.98M
BTWM
385
Baker Tilly Wealth Management
Wisconsin
$3.97M
KF
386
Krilogy Financial
Missouri
$3.94M
LAM
387
LOM Asset Management
$3.92M
HNB
388
Hilltop National Bank
Wyoming
$3.92M
TF
389
Theory Financial
Colorado
$3.88M
JIR
390
James Investment Research
Ohio
$3.85M
HI
391
Harbour Investments
Wisconsin
$3.83M
QCM
392
Quantinno Capital Management
New York
$3.8M
TAM
393
Tocqueville Asset Management
New York
$3.8M
IA
394
Integrity Alliance
Iowa
$3.77M
AIA
395
Ally Invest Advisors
North Carolina
$3.77M
PAI
396
Pittenger & Anderson Inc
Nebraska
$3.77M
FFG
397
Fiduciary Financial Group
California
$3.76M
WPC
398
Wedmont Private Capital
Pennsylvania
$3.76M
JWCA
399
J.W. Cole Advisors
Florida
$3.75M
BWA
400
BlueSky Wealth Advisors
North Carolina
$3.73M