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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
CLGM
426
Capitolis Liquid Global Markets
New York
$3.34M
FWM
427
Forza Wealth Management
Florida
$3.32M
GWM
428
Greenhouse Wealth Management
Connecticut
$3.32M
IWM
429
Inlight Wealth Management
Georgia
$3.31M
RF
430
rebel Financial
Ohio
$3.29M
BWP
431
Baldwin Wealth Partners
Massachusetts
$3.29M
NWP
432
NerdWallet Wealth Partners
New York
$3.29M
EFS
433
Essex Financial Services
Connecticut
$3.25M
DWM
434
Diversify Wealth Management
Utah
$3.24M
EAM
435
Evanson Asset Management
California
$3.23M
EF
436
Envision Financial
Wisconsin
$3.23M
GSWM
437
Greenup Street Wealth Management
Michigan
$3.22M
GWM
438
Geneos Wealth Management
Colorado
$3.21M
NWM
439
Northwest Wealth Management
Iowa
$3.21M
EWA
440
EverSource Wealth Advisors
Alabama
$3.21M
MF
441
Midwestern Financial
Iowa
$3.19M
HWA
442
Heartwood Wealth Advisors
Virginia
$3.19M
PFA
443
Pathway Financial Advisors
Vermont
$3.16M
ST
444
Sageworth Trust
Pennsylvania
$3.15M
FM
445
Foster & Motley
Ohio
$3.15M
MWM
446
Mission Wealth Management
California
$3.14M
AAS
447
Ameritas Advisory Services
Nebraska
$3.13M
AF
448
Advisornet Financial
Minnesota
$3.13M
AIM
449
Access Investment Management
Georgia
$3.13M
OSAM
450
O'Shaughnessy Asset Management
Connecticut
$3.12M