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Vanguard Small-Cap Value ETF

1,544 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, 566 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: 1,5471,544 (-3)

1% less repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,544
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
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$115M
RWP
27
RWA Wealth Partners
Massachusetts
$101M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$101M
MCCA
29
Mill Creek Capital Advisors
Pennsylvania
$101M
PAS
30
Park Avenue Securities
New York
$98.5M
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$96.2M
Mariner
32
Mariner
Kansas
$96.1M
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$94.3M
MGIA
34
Moneta Group Investment Advisors
Missouri
$93.8M
JFG
35
JMG Financial Group
Illinois
$82.4M
RIA
36
Retirement Investment Advisors
Oklahoma
$80.6M
Retirement Systems of Alabama
37
Retirement Systems of Alabama
Alabama
$79.8M
SGAM
38
Stephens Group Asset Management
Arkansas
$79M
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$76.7M
SC
40
Savant Capital
Illinois
$75.1M
WANY
41
Wealthspire Advisors (New York)
New York
$75M
MWM
42
Modera Wealth Management
New Jersey
$74.8M
UCFA
43
United Capital Financial Advisors
Texas
$73M
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$72.9M
Stifel Financial
45
Stifel Financial
Missouri
$70.8M
CAM
46
Cresset Asset Management
Illinois
$67.9M
Corient Private Wealth
47
Corient Private Wealth
Florida
$67.4M
Goldman Sachs
48
Goldman Sachs
New York
$66.1M
RA
49
Rodgers & Associates
Pennsylvania
$65.6M
MAG
50
Mokosak Advisory Group
Iowa
$64.6M