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Vanguard Small-Cap Value ETF

1,554 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 117 funds opening new positions, 569 increasing their positions, 575 reducing their positions, and 78 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 funds holding

Funds holding:

0.1% more ownership

Funds ownership: 56.78%56.89% (+0.1%)

1% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 575

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,554
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
AAS
451
Ameritas Advisory Services
Nebraska
$3.13M
AF
452
Advisornet Financial
Minnesota
$3.13M
AIM
453
Access Investment Management
Georgia
$3.13M
OSAM
454
O'Shaughnessy Asset Management
Connecticut
$3.12M
SFM
455
Signet Financial Management
New Jersey
$3.12M
AFTS
456
American Financial & Tax Strategies
New York
$3.11M
OFP
457
OLIO Financial Planning
Virginia
$3.1M
RGC
458
Roberts, Glore & Co
Illinois
$3.08M
SWA
459
Stratos Wealth Advisors
Ohio
$3.06M
LW
460
Linscomb Wealth
Texas
$3.05M
NAAA
461
New Age Alpha Advisors
New York
$3.02M
NF
462
Nikulski Financial
Iowa
$2.99M
MCA
463
MSH Capital Advisors
Arizona
$2.98M
SCG
464
Sonata Capital Group
Washington
$2.91M
TCOTS
465
Trust Company of the South
North Carolina
$2.91M
MMA
466
Miracle Mile Advisors
California
$2.9M
SOS
467
Silver Oak Securities
Tennessee
$2.88M
MCWS
468
McKinley Carter Wealth Services
West Virginia
$2.86M
EA
469
Eclectic Associates
California
$2.85M
NFP
470
NorthLanding Financial Partners
New York
$2.84M
OFG
471
Opulen Financial Group
Virginia
$2.84M
AWM
472
Arista Wealth Management
Nevada
$2.84M
VF
473
Vawter Financial
Ohio
$2.84M
Financial Engines Advisors
474
Financial Engines Advisors
California
$2.84M
FFL
475
Financial Freedom LLC
Ohio
$2.83M