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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
AIM
451
Access Investment Management
Georgia
$3.13M
OSAM
452
O'Shaughnessy Asset Management
Connecticut
$3.12M
SFM
453
Signet Financial Management
New Jersey
$3.12M
AFTS
454
American Financial & Tax Strategies
New York
$3.11M
OFP
455
OLIO Financial Planning
Virginia
$3.1M
RGC
456
Roberts, Glore & Co
Illinois
$3.08M
SWA
457
Stratos Wealth Advisors
Ohio
$3.06M
LW
458
Linscomb Wealth
Texas
$3.05M
NAAA
459
New Age Alpha Advisors
New York
$3.02M
NF
460
Nikulski Financial
Iowa
$2.99M
MCA
461
MSH Capital Advisors
Arizona
$2.98M
SCG
462
Sonata Capital Group
Washington
$2.91M
TCOTS
463
Trust Company of the South
North Carolina
$2.91M
MMA
464
Miracle Mile Advisors
California
$2.9M
SOS
465
Silver Oak Securities
Tennessee
$2.88M
MCWS
466
McKinley Carter Wealth Services
West Virginia
$2.86M
EA
467
Eclectic Associates
California
$2.85M
NFP
468
NorthLanding Financial Partners
New York
$2.84M
OFG
469
Opulen Financial Group
Virginia
$2.84M
AWM
470
Arista Wealth Management
Nevada
$2.84M
VF
471
Vawter Financial
Ohio
$2.84M
Financial Engines Advisors
472
Financial Engines Advisors
California
$2.84M
FFL
473
Financial Freedom LLC
Ohio
$2.83M
SWM
474
Spire Wealth Management
Virginia
$2.83M
CPA
475
Capital Performance Advisors
California
$2.82M