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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
GWM
426
Greenhouse Wealth Management
Connecticut
$3.15M
TRCT
427
Tower Research Capital (TRC)
New York
$3.15M
GSWM
428
Greenup Street Wealth Management
Michigan
$3.15M
Lido Advisors
429
Lido Advisors
California
$3.13M
FYW
430
Future You Wealth
New York
$3.13M
BWP
431
Baldwin Wealth Partners
Massachusetts
$3.13M
FWM
432
Forza Wealth Management
Florida
$3.11M
Susquehanna International Group
433
Susquehanna International Group
Pennsylvania
$3.09M
FAN
434
Financial Advisors Network
California
$3.08M
MF
435
Midwestern Financial
Iowa
$3.08M
CFD
436
Creative Financial Designs
Indiana
$3.08M
WRPWM
437
Werba Rubin Papier Wealth Management
California
$3.08M
EF
438
Envision Financial
Wisconsin
$3.07M
FM
439
Foster & Motley
Ohio
$3.02M
NWM
440
Northwest Wealth Management
Iowa
$3M
EAM
441
Evanson Asset Management
California
$3M
SFM
442
Signet Financial Management
New Jersey
$2.98M
OFP
443
OLIO Financial Planning
Virginia
$2.98M
AAS
444
Ameritas Advisory Services
Nebraska
$2.96M
PFA
445
Pathway Financial Advisors
Vermont
$2.95M
HWA
446
Heartwood Wealth Advisors
Virginia
$2.93M
AFTS
447
American Financial & Tax Strategies
New York
$2.93M
AIM
448
Access Investment Management
Georgia
$2.93M
WTFG
449
Wells Trecaso Financial Group
Ohio
$2.9M
MCWS
450
McKinley Carter Wealth Services
West Virginia
$2.9M