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Vanguard Small-Cap Value ETF

1,651 hedge funds and large institutions have $18.8B invested in Vanguard Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 652 increasing their positions, 512 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $2.35M

147% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 75

27% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 512

12% more funds holding in top 10

Funds holding in top 10: 92103 (+11)

6% more capital invested

Capital invested by funds: $17.8B → $18.8B (+$1.02B)

5% more funds holding

Funds holding: 1,5701,651 (+81)

1.08% more ownership

Funds ownership: 56.89%57.97% (+1.1%)

Holders
1,651
Holders Change
+81
Holders Change %
+5.16%
% of All Funds
20.09%
Holding in Top 10
103
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.96%
% of All Funds
1.25%
New
185
Increased
652
Reduced
512
Closed
75
Calls
$11.7M
Puts
$2.35M
Net Calls
+$9.32M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GB
426
Goepper Burkhardt
South Carolina
$3.67M -$868K -4,145 -19%
CA
427
CWC Advisors
Oregon
$3.65M -$84.4K -403 -2%
IWC
428
Integrated Wealth Concepts
Massachusetts
$3.64M -$1.04M -4,983 -22%
IWS
429
Integrity Wealth Solutions
Colorado
$3.64M -$68.3K -326 -2%
FFO
430
Fiduciary Family Office
Florida
$3.63M
FWP
431
FAS Wealth Partners
Kansas
$3.6M -$43.3K -207 -1%
IFA
432
Index Fund Advisors
California
$3.6M -$106K -508 -3%
WF
433
Warner Financial
Maryland
$3.59M +$5.03K +24 +0.1%
FF
434
Fluent Financial
Texas
$3.56M +$3.52M +16,803 New
CWM
435
Cranbrook Wealth Management
Michigan
$3.55M -$10.7K -51 -0.3%
HWA
436
Heartwood Wealth Advisors
Virginia
$3.54M +$303K +1,446 +9%
WFM
437
Wolff Financial Management
Michigan
$3.52M +$21.4K +102 +0.6%
NW
438
NewEdge Wealth
Pennsylvania
$3.52M +$86.7K +414 +3%
JWA
439
JFS Wealth Advisors
Pennsylvania
$3.52M +$209 +1 +0%
WRPWM
440
Werba Rubin Papier Wealth Management
California
$3.51M -$46.3K -221 -1%
FA
441
FDx Advisors
Illinois
$3.5M -$113K -539 -3%
DWM
442
Diversify Wealth Management
Utah
$3.49M -$4.82K -23 -0.1%
MBI
443
May Barnhard Investments
Maryland
$3.46M +$12.4K +59 +0.4%
EFS
444
Essex Financial Services
Connecticut
$3.46M +$153K +733 +5%
CFD
445
Creative Financial Designs
Indiana
$3.45M +$13.6K +65 +0.4%
EWA
446
EverSource Wealth Advisors
Alabama
$3.44M +$186K +888 +6%
GPCM
447
Guardsman Private Capital Management
Florida
$3.43M +$3.39M +16,211 New
GWM
448
Geneos Wealth Management
Colorado
$3.43M +$165K +788 +5%
RF
449
rebel Financial
Ohio
$3.38M +$3.34M +15,962 New
3IP
450
3Chopt Investment Partners
Virginia
$3.38M