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Vanguard Small-Cap Value ETF

1,545 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, 567 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: 1,5471,545 (-2)

1% less repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,545
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
3IP
426
3Chopt Investment Partners
Virginia
$3.35M
NW
427
NewEdge Wealth
Pennsylvania
$3.34M
CLGM
428
Capitolis Liquid Global Markets
New York
$3.34M
FWM
429
Forza Wealth Management
Florida
$3.32M
GWM
430
Greenhouse Wealth Management
Connecticut
$3.32M
IWM
431
Inlight Wealth Management
Georgia
$3.31M
RF
432
rebel Financial
Ohio
$3.29M
BWP
433
Baldwin Wealth Partners
Massachusetts
$3.29M
NWP
434
NerdWallet Wealth Partners
New York
$3.29M
EFS
435
Essex Financial Services
Connecticut
$3.25M
DWM
436
Diversify Wealth Management
Utah
$3.24M
EAM
437
Evanson Asset Management
California
$3.23M
EF
438
Envision Financial
Wisconsin
$3.23M
GSWM
439
Greenup Street Wealth Management
Michigan
$3.22M
GWM
440
Geneos Wealth Management
Colorado
$3.21M
NWM
441
Northwest Wealth Management
Iowa
$3.21M
EWA
442
EverSource Wealth Advisors
Alabama
$3.21M
MF
443
Midwestern Financial
Iowa
$3.19M
HWA
444
Heartwood Wealth Advisors
Virginia
$3.19M
PFA
445
Pathway Financial Advisors
Vermont
$3.16M
ST
446
Sageworth Trust
Pennsylvania
$3.15M
FM
447
Foster & Motley
Ohio
$3.15M
MWM
448
Mission Wealth Management
California
$3.14M
AAS
449
Ameritas Advisory Services
Nebraska
$3.13M
AF
450
Advisornet Financial
Minnesota
$3.13M