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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
PA
526
Probity Advisors
Texas
$2.2M
CWA
527
CJM Wealth Advisers
Virginia
$2.18M
SWP
528
Stratos Wealth Partners
Ohio
$2.18M
ACS
529
Archford Capital Strategies
Illinois
$2.15M
RA
530
RoundAngle Advisors
New Jersey
$2.15M
CFAM
531
Center For Asset Management
Florida
$2.15M
TPCW
532
TD Private Client Wealth
New York
$2.14M
SM
533
Stonegate Management
Illinois
$2.14M
NOI
534
Newton One Investments
Delaware
$2.13M
CCWA
535
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.13M
MA
536
MONECO Advisors
Connecticut
$2.12M
WB
537
WesBanco Bank
West Virginia
$2.11M
TFA
538
Tobias Financial Advisors
Florida
$2.11M
RC
539
Roundview Capital
New Jersey
$2.09M
FLI
540
Family Legacy Inc
South Carolina
$2.09M
OCPWS
541
One Charles Private Wealth Services
Massachusetts
$2.09M
FFO
542
Fortitude Family Office
Arizona
$2.09M
NRI
543
NFP Retirement Inc
California
$2.07M
Bessemer Group
544
Bessemer Group
New Jersey
$2.07M
1WA
545
180 Wealth Advisors
Washington
$2.06M
UWM
546
USAdvisors Wealth Management
Minnesota
$2.04M
BCM
547
BTC Capital Management
Iowa
$2.03M
RA
548
Riversedge Advisors
Delaware
$2.03M
SFS
549
Sowell Financial Services
Arkansas
$2M
CCM
550
Coldstream Capital Management
Washington
$1.98M