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Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
476
Maryland Capital Advisors
Maryland
$2.61M
OFG
477
Opulen Financial Group
Virginia
$2.61M
CAWM
478
Capital Advisors Wealth Management
Washington
$2.6M
WA
479
Waverly Advisors
Alabama
$2.6M
OSAM
480
O'Shaughnessy Asset Management
Connecticut
$2.58M
ORC
481
O'Rourke & Company
Massachusetts
$2.58M
FCI
482
Financial Counselors Inc
Kansas
$2.56M
DWS
483
Discipline Wealth Solutions
South Carolina
$2.56M
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.55M
BGWM
485
Bridge Generations Wealth Management
Florida
$2.54M
BWM
486
Brown Wealth Management
Illinois
$2.51M
WA
487
WP Advisors
California
$2.49M
SWA
488
Stratos Wealth Advisors
Ohio
$2.49M
BHWM
489
Beaird Harris Wealth Management
Texas
$2.48M
GCM
490
Gibraltar Capital Management
Oklahoma
$2.48M
ABWM
491
Alpine Bank Wealth Management
Colorado
$2.47M
PL
492
Plancorp LLC
Missouri
$2.46M
AIM
493
Acropolis Investment Management
Missouri
$2.46M
LIM
494
Leavell Investment Management
Alabama
$2.44M
NSIM
495
North Star Investment Management
Illinois
$2.42M
SDWMA
496
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.41M
RGC
497
Roberts, Glore & Co
Illinois
$2.4M
SC
498
SouthState Corp
Florida
$2.4M
R
499
Rebalance
California
$2.39M
ANTB
500
AMG National Trust Bank
Colorado
$2.38M