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Vanguard Small-Cap Value ETF

1,545 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, 567 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: 1,5471,545 (-2)

1% less repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,545
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
PFA
476
Pillar Financial Advisors
Kentucky
$2.82M
ANTB
477
AMG National Trust Bank
Colorado
$2.76M
MCA
478
Maryland Capital Advisors
Maryland
$2.76M
FCI
479
Financial Counselors Inc
Kansas
$2.74M
FDCDDQ
480
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.73M
BWM
481
Brown Wealth Management
Illinois
$2.7M
ORC
482
O'Rourke & Company
Massachusetts
$2.7M
SDWMA
483
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.68M
WA
484
Waverly Advisors
Alabama
$2.67M
GCM
485
Gibraltar Capital Management
Oklahoma
$2.65M
ABWM
486
Alpine Bank Wealth Management
Colorado
$2.65M
LIA
487
LS Investment Advisors
Michigan
$2.65M
BHWM
488
Beaird Harris Wealth Management
Texas
$2.63M
LIM
489
Leavell Investment Management
Alabama
$2.59M
PS
490
Principal Securities
Iowa
$2.59M
PFS
491
Prospera Financial Services
Texas
$2.56M
R
492
Rebalance
California
$2.56M
MOS
493
MGO One Seven
Ohio
$2.56M
AIM
494
Acropolis Investment Management
Missouri
$2.56M
CAWM
495
Capital Advisors Wealth Management
Washington
$2.54M
PIMG
496
Patriot Investment Management Group
Tennessee
$2.53M
SC
497
SouthState Corp
Florida
$2.51M
NSIM
498
North Star Investment Management
Illinois
$2.49M
OC
499
Optima Capital
Oregon
$2.49M
WA
500
WP Advisors
California
$2.49M