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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
SIP
501
Sellwood Investment Partners
Oregon
$2.46M
PL
502
Plancorp LLC
Missouri
$2.46M
Susquehanna International Group
503
Susquehanna International Group
Pennsylvania
$2.45M
WTFG
504
Wells Trecaso Financial Group
Ohio
$2.45M
GRP
505
Global Retirement Partners
California
$2.43M
TCM
506
Telos Capital Management
California
$2.42M
GCA
507
Gradient Capital Advisors
California
$2.41M
IWA
508
IVC Wealth Advisors
Pennsylvania
$2.4M
SFP
509
Sterling Financial Planning
New Jersey
$2.39M
SF
510
Synovus Financial
Georgia
$2.33M
SB
511
Simmons Bank
Arkansas
$2.31M
CA
512
Clune & Associates
Illinois
$2.3M
AWM
513
Aegis Wealth Management
Maryland
$2.3M
MFG
514
Midwest Financial Group
Kansas
$2.29M
SJL
515
Shayne & Jacobs LLC
Tennessee
$2.28M
MSF
516
Mustard Seed Financial
Arkansas
$2.27M
BBW
517
Blue Barn Wealth
Utah
$2.27M
CIBC Private Wealth Group
518
CIBC Private Wealth Group
Georgia
$2.27M
SI
519
Seeds Investor
New York
$2.26M
SMA
520
Sage Mountain Advisors
Georgia
$2.25M
RCM
521
RMR Capital Management
California
$2.24M
QWP
522
Quotient Wealth Partners
Texas
$2.24M
KeyBank National Association
523
KeyBank National Association
Ohio
$2.23M
MC
524
Matisse Capital
Oregon
$2.22M
FAI
525
Fiduciary Advisors Inc
Missouri
$2.22M