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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
FWM
451
Forza Wealth Management
Florida
$3.37M
MF
452
Midwestern Financial
Iowa
$3.36M +$117K +557 +4%
NWP
453
NerdWallet Wealth Partners
New York
$3.35M +$14.4K +69 +0.4%
EAM
454
Evanson Asset Management
California
$3.35M +$73.1K +349 +2%
BWP
455
Baldwin Wealth Partners
Massachusetts
$3.34M +$2.09K +10 +0.1%
PFA
456
Pathway Financial Advisors
Vermont
$3.33M
AFTS
457
American Financial & Tax Strategies
New York
$3.33M +$171K +816 +5%
IFG
458
Independent Financial Group
California
$3.32M +$1.19M +5,683 +57%
SWA
459
Stratos Wealth Advisors
Ohio
$3.31M +$196K +938 +6%
WP
460
WealthShield Partners
North Carolina
$3.3M -$362K -1,729 -10%
GWM
461
Greenhouse Wealth Management
Connecticut
$3.23M -$136K -648 -4%
AF
462
Advisornet Financial
Minnesota
$3.23M +$49.4K +236 +2%
LW
463
Linscomb Wealth
Texas
$3.21M +$111K +531 +4%
APP
464
Avantax Planning Partners
Iowa
$3.21M -$554K -2,648 -15%
BBFA
465
Brindle & Bay Financial Advisors
Texas
$3.19M +$3.16M +15,076 New
CIA
466
Choate Investment Advisors
Massachusetts
$3.19M -$999K -4,773 -24%
ST
467
Sageworth Trust
Pennsylvania
$3.18M -$17K -81 -0.5%
OSAM
468
O'Shaughnessy Asset Management
Connecticut
$3.16M -$7.54K -36 -0.2%
AIM
469
Access Investment Management
Georgia
$3.13M
EF
470
Envision Financial
Wisconsin
$3.13M -$144K -688 -4%
LOWM
471
Laurel Oak Wealth Management
New Jersey
$3.11M +$3.07M +14,667 New
EA
472
Eclectic Associates
California
$3.05M +$151K +721 +5%
MCA
473
MSH Capital Advisors
Arizona
$3.02M -$838 -4 -0%
GSWM
474
Greenup Street Wealth Management
Michigan
$3.02M -$244K -1,165 -8%
SCG
475
Sonata Capital Group
Washington
$3.01M +$59K +282 +2%