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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
Susquehanna International Group
501
Susquehanna International Group
Pennsylvania
$2.45M
WTFG
502
Wells Trecaso Financial Group
Ohio
$2.45M
GRP
503
Global Retirement Partners
California
$2.43M
TCM
504
Telos Capital Management
California
$2.42M
GCA
505
Gradient Capital Advisors
California
$2.41M
IWA
506
IVC Wealth Advisors
Pennsylvania
$2.4M
SFP
507
Sterling Financial Planning
New Jersey
$2.39M
SF
508
Synovus Financial
Georgia
$2.33M
SB
509
Simmons Bank
Arkansas
$2.31M
CA
510
Clune & Associates
Illinois
$2.3M
AWM
511
Aegis Wealth Management
Maryland
$2.3M
MFG
512
Midwest Financial Group
Kansas
$2.29M
SJL
513
Shayne & Jacobs LLC
Tennessee
$2.28M
MSF
514
Mustard Seed Financial
Arkansas
$2.27M
BBW
515
Blue Barn Wealth
Utah
$2.27M
CIBC Private Wealth Group
516
CIBC Private Wealth Group
Georgia
$2.27M
SI
517
Seeds Investor
New York
$2.26M
SMA
518
Sage Mountain Advisors
Georgia
$2.25M
RCM
519
RMR Capital Management
California
$2.24M
QWP
520
Quotient Wealth Partners
Texas
$2.24M
KeyBank National Association
521
KeyBank National Association
Ohio
$2.23M
MC
522
Matisse Capital
Oregon
$2.22M
FAI
523
Fiduciary Advisors Inc
Missouri
$2.22M
TW
524
TritonPoint Wealth
Maryland
$2.21M
SW
525
SlateStone Wealth
Florida
$2.2M