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Vanguard Small-Cap Value ETF

1,554 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 117 funds opening new positions, 569 increasing their positions, 575 reducing their positions, and 78 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 funds holding

Funds holding:

0.1% more ownership

Funds ownership: 56.78%56.89% (+0.1%)

1% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 575

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,554
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
SWM
476
Spire Wealth Management
Virginia
$2.83M
CPA
477
Capital Performance Advisors
California
$2.82M
PFA
478
Pillar Financial Advisors
Kentucky
$2.82M
ANTB
479
AMG National Trust Bank
Colorado
$2.76M
MCA
480
Maryland Capital Advisors
Maryland
$2.76M
FCI
481
Financial Counselors Inc
Kansas
$2.74M
FDCDDQ
482
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.73M
BWM
483
Brown Wealth Management
Illinois
$2.7M
ORC
484
O'Rourke & Company
Massachusetts
$2.7M
SDWMA
485
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.68M
WA
486
Waverly Advisors
Alabama
$2.67M
GCM
487
Gibraltar Capital Management
Oklahoma
$2.65M
ABWM
488
Alpine Bank Wealth Management
Colorado
$2.65M
LIA
489
LS Investment Advisors
Michigan
$2.65M
BHWM
490
Beaird Harris Wealth Management
Texas
$2.63M
LIM
491
Leavell Investment Management
Alabama
$2.59M
PS
492
Principal Securities
Iowa
$2.59M
PFS
493
Prospera Financial Services
Texas
$2.56M
R
494
Rebalance
California
$2.56M
MOS
495
MGO One Seven
Ohio
$2.56M
AIM
496
Acropolis Investment Management
Missouri
$2.56M
CAWM
497
Capital Advisors Wealth Management
Washington
$2.54M
PIMG
498
Patriot Investment Management Group
Tennessee
$2.53M
SC
499
SouthState Corp
Florida
$2.51M
NSIM
500
North Star Investment Management
Illinois
$2.49M