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Vanguard Small-Cap Value ETF

1,541 hedge funds and large institutions have $17.6B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 563 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: $ → $

less funds holding

Funds holding:

0.53% less ownership

Funds ownership: 56.68%56.15% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,541
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
RWP
26
RWA Wealth Partners
Massachusetts
$101M
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$101M
MCCA
28
Mill Creek Capital Advisors
Pennsylvania
$101M
PAS
29
Park Avenue Securities
New York
$98.5M
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$96.2M
Mariner
31
Mariner
Kansas
$96.1M
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$94.3M
MGIA
33
Moneta Group Investment Advisors
Missouri
$93.8M
JFG
34
JMG Financial Group
Illinois
$82.4M
RIA
35
Retirement Investment Advisors
Oklahoma
$80.6M
Retirement Systems of Alabama
36
Retirement Systems of Alabama
Alabama
$79.8M
SGAM
37
Stephens Group Asset Management
Arkansas
$79M
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$76.7M
SC
39
Savant Capital
Illinois
$75.1M
WANY
40
Wealthspire Advisors (New York)
New York
$75M
MWM
41
Modera Wealth Management
New Jersey
$74.8M
UCFA
42
United Capital Financial Advisors
Texas
$73M
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$72.9M
Stifel Financial
44
Stifel Financial
Missouri
$70.8M
CAM
45
Cresset Asset Management
Illinois
$67.9M
Corient Private Wealth
46
Corient Private Wealth
Florida
$67.4M
Goldman Sachs
47
Goldman Sachs
New York
$66.1M
RA
48
Rodgers & Associates
Pennsylvania
$65.6M
MAG
49
Mokosak Advisory Group
Iowa
$64.6M
Creative Planning
50
Creative Planning
Kansas
$64.1M