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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
OC
501
Optima Capital
Oregon
$2.49M
WA
502
WP Advisors
California
$2.49M
SIP
503
Sellwood Investment Partners
Oregon
$2.46M
PL
504
Plancorp LLC
Missouri
$2.46M
Susquehanna International Group
505
Susquehanna International Group
Pennsylvania
$2.45M
WTFG
506
Wells Trecaso Financial Group
Ohio
$2.45M
GRP
507
Global Retirement Partners
California
$2.43M
TCM
508
Telos Capital Management
California
$2.42M
GCA
509
Gradient Capital Advisors
California
$2.41M
IWA
510
IVC Wealth Advisors
Pennsylvania
$2.4M
SFP
511
Sterling Financial Planning
New Jersey
$2.39M
SF
512
Synovus Financial
Georgia
$2.33M
SB
513
Simmons Bank
Arkansas
$2.31M
CA
514
Clune & Associates
Illinois
$2.3M
AWM
515
Aegis Wealth Management
Maryland
$2.3M
MFG
516
Midwest Financial Group
Kansas
$2.29M
SJL
517
Shayne & Jacobs LLC
Tennessee
$2.28M
MSF
518
Mustard Seed Financial
Arkansas
$2.27M
BBW
519
Blue Barn Wealth
Utah
$2.27M
CIBC Private Wealth Group
520
CIBC Private Wealth Group
Georgia
$2.27M
SI
521
Seeds Investor
New York
$2.26M
SMA
522
Sage Mountain Advisors
Georgia
$2.25M
RCM
523
RMR Capital Management
California
$2.24M
QWP
524
Quotient Wealth Partners
Texas
$2.24M
KeyBank National Association
525
KeyBank National Association
Ohio
$2.23M