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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
CPA
376
Cathy Pareto & Associates
Florida
$4.13M
CTC
377
Central Trust Company
Missouri
$4.11M
FWP
378
Falcon Wealth Planning
California
$4.1M
CFA
379
Cahill Financial Advisors
Minnesota
$4.1M
SC
380
Scotia Capital
Ontario, Canada
$4.08M
WAP
381
Wealthcare Advisory Partners
Pennsylvania
$4.08M
CA
382
CSM Advisors
Pennsylvania
$4.07M
CW
383
CreativeOne Wealth
Kansas
$4.06M
DPI
384
Diversified Portfolios Inc
Michigan
$4.05M
MHIC
385
Marble Harbor Investment Counsel
Massachusetts
$3.99M
MWA
386
Martel Wealth Advisors
Washington
$3.98M
BTWM
387
Baker Tilly Wealth Management
Wisconsin
$3.97M
KF
388
Krilogy Financial
Missouri
$3.94M
LAM
389
LOM Asset Management
$3.92M
HNB
390
Hilltop National Bank
Wyoming
$3.92M
TF
391
Theory Financial
Colorado
$3.88M
JIR
392
James Investment Research
Ohio
$3.85M
HI
393
Harbour Investments
Wisconsin
$3.83M
QCM
394
Quantinno Capital Management
New York
$3.8M
TAM
395
Tocqueville Asset Management
New York
$3.8M
IA
396
Integrity Alliance
Iowa
$3.77M
AIA
397
Ally Invest Advisors
North Carolina
$3.77M
PAI
398
Pittenger & Anderson Inc
Nebraska
$3.77M
FFG
399
Fiduciary Financial Group
California
$3.76M
WPC
400
Wedmont Private Capital
Pennsylvania
$3.76M