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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
IWS
401
Integrity Wealth Solutions
Colorado
$3.42M
IFA
402
Index Fund Advisors
California
$3.4M
MHIC
403
Marble Harbor Investment Counsel
Massachusetts
$3.39M
UB
404
UMB Bank
Missouri
$3.37M
EPW
405
Evergreen Private Wealth
Colorado
$3.37M
FWP
406
FAS Wealth Partners
Kansas
$3.35M
FFO
407
Fiduciary Family Office
Florida
$3.35M
FFG
408
Fiduciary Financial Group
California
$3.29M
DWM
409
Diversify Wealth Management
Utah
$3.27M
AWS
410
Aspen Wealth Strategies
Colorado
$3.26M
OPTFSNA
411
Old Point Trust & Financial Services N A
Virginia
$3.25M
SCP
412
Stevens Capital Partners
Nebraska
$3.24M
EA
413
Echo45 Advisors
California
$3.24M
JWA
414
JFS Wealth Advisors
Pennsylvania
$3.24M
EFS
415
Essex Financial Services
Connecticut
$3.23M
WP
416
WealthShield Partners
North Carolina
$3.23M
3IP
417
3Chopt Investment Partners
Virginia
$3.22M
NW
418
NewEdge Wealth
Pennsylvania
$3.22M
WF
419
Warner Financial
Maryland
$3.21M
WFM
420
Wolff Financial Management
Michigan
$3.21M
TF
421
Theory Financial
Colorado
$3.21M
FTUS
422
Flow Traders U.S.
New York
$3.19M
JWCA
423
J.W. Cole Advisors
Florida
$3.19M
RF
424
rebel Financial
Ohio
$3.18M
AIA
425
Ally Invest Advisors
North Carolina
$3.17M