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Vanguard Small-Cap Value ETF

1,651 hedge funds and large institutions have $18.8B invested in Vanguard Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 652 increasing their positions, 512 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $2.35M

147% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 75

27% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 512

12% more funds holding in top 10

Funds holding in top 10: 92103 (+11)

6% more capital invested

Capital invested by funds: $17.8B → $18.8B (+$1.02B)

5% more funds holding

Funds holding: 1,5701,651 (+81)

1.08% more ownership

Funds ownership: 56.89%57.97% (+1.1%)

Holders
1,651
Holders Change
+81
Holders Change %
+5.16%
% of All Funds
20.09%
Holding in Top 10
103
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.96%
% of All Funds
1.25%
New
185
Increased
652
Reduced
512
Closed
75
Calls
$11.7M
Puts
$2.35M
Net Calls
+$9.32M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
501
Maryland Capital Advisors
Maryland
$2.73M -$71.4K -341 -3%
ORC
502
O'Rourke & Company
Massachusetts
$2.71M -$24.7K -118 -0.9%
FFL
503
Financial Freedom LLC
Ohio
$2.7M -$178K -852 -6%
ABWM
504
Alpine Bank Wealth Management
Colorado
$2.69M
BHWM
505
Beaird Harris Wealth Management
Texas
$2.67M +$5.86K +28 +0.2%
TPCW
506
TD Private Client Wealth
New York
$2.67M +$491K +2,345 +23%
LIA
507
LS Investment Advisors
Michigan
$2.64M -$46.3K -221 -2%
AWM
508
Arista Wealth Management
Nevada
$2.64M -$244K -1,165 -9%
TCOTS
509
Trust Company of the South
North Carolina
$2.63M -$320K -1,526 -11%
R
510
Rebalance
California
$2.6M +$1.47K +7 +0.1%
RGC
511
Roberts, Glore & Co
Illinois
$2.58M -$540K -2,580 -17%
IWA
512
IVC Wealth Advisors
Pennsylvania
$2.58M +$149K +710 +6%
CAWM
513
Capital Advisors Wealth Management
Washington
$2.57M -$13K -62 -0.5%
PIMG
514
Patriot Investment Management Group
Tennessee
$2.57M +$419 +2 +0%
MOS
515
MGO One Seven
Ohio
$2.55M -$41.2K -197 -2%
LIM
516
Leavell Investment Management
Alabama
$2.52M -$93K -444 -4%
IA
517
IFP Advisors
Florida
$2.52M +$284K +1,356 +13%
SC
518
SouthState Corp
Florida
$2.47M -$75.8K -362 -3%
HNB
519
Huntington National Bank
Ohio
$2.47M
NRI
520
NFP Retirement Inc
California
$2.47M +$218K +1,041 +10%
TFS
521
Thoroughbred Financial Services
Tennessee
$2.46M +$476K +2,271 +24%
PL
522
Plancorp LLC
Missouri
$2.45M -$49.4K -236 -2%
NSIM
523
North Star Investment Management
Illinois
$2.44M -$85.2K -407 -3%
SFP
524
Sterling Financial Planning
New Jersey
$2.43M -$419 -2 -0%
TCM
525
Telos Capital Management
California
$2.4M -$57.4K -274 -2%