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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
PIMG
501
Patriot Investment Management Group
Tennessee
$2.37M
Financial Engines Advisors
502
Financial Engines Advisors
California
$2.37M
BRWA
503
B. Riley Wealth Advisors
Florida
$2.33M
SB
504
Simmons Bank
Arkansas
$2.33M
PWA
505
Principia Wealth Advisory
Texas
$2.33M
TCM
506
Telos Capital Management
California
$2.31M
SFP
507
Sterling Financial Planning
New Jersey
$2.29M
GCA
508
Gradient Capital Advisors
California
$2.29M
BBW
509
Blue Barn Wealth
Utah
$2.28M
AQR Capital Management
510
AQR Capital Management
Connecticut
$2.25M
Tudor Investment Corp
511
Tudor Investment Corp
Connecticut
$2.25M
MOS
512
MGO One Seven
Ohio
$2.25M
PS
513
Principal Securities
Iowa
$2.23M
OC
514
Optima Capital
Oregon
$2.23M
CWA
515
CJM Wealth Advisers
Virginia
$2.19M
GRP
516
Global Retirement Partners
California
$2.17M
ATPW
517
Ashton Thomas Private Wealth
Arizona
$2.17M
IWA
518
IVC Wealth Advisors
Pennsylvania
$2.17M
QCM
519
Quantinno Capital Management
New York
$2.16M
SMA
520
Sage Mountain Advisors
Georgia
$2.15M
MSF
521
Mustard Seed Financial
Arkansas
$2.14M
FAI
522
Fiduciary Advisors Inc
Missouri
$2.13M
SJL
523
Shayne & Jacobs LLC
Tennessee
$2.12M
QWP
524
Quotient Wealth Partners
Texas
$2.12M
SF
525
Synovus Financial
Georgia
$2.09M