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Vanguard Small-Cap Value ETF

1,562 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, 573 increasing their positions, 579 reducing their positions, and 76 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:

0.15% more ownership

Funds ownership: 56.71%56.86% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 579

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,562
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 +$42.8M
2 +$38.9M
3 +$25.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.3M
5
BW
Balance Wealth
Ohio
+$20.5M

Top Sellers

1 -$48.3M
2 -$37.8M
3 -$32M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.3M
5
Betterment LLC
Betterment LLC
New York
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
526
Summit Wealth Group (Colorado)
Colorado
$2.22M
MC
527
Matisse Capital
Oregon
$2.22M
FAI
528
Fiduciary Advisors Inc
Missouri
$2.22M
NRI
529
NFP Retirement Inc
California
$2.21M
TW
530
TritonPoint Wealth
Maryland
$2.21M
IA
531
IFP Advisors
Florida
$2.2M
SW
532
SlateStone Wealth
Florida
$2.2M
PA
533
Probity Advisors
Texas
$2.2M
CWA
534
CJM Wealth Advisers
Virginia
$2.18M
SWP
535
Stratos Wealth Partners
Ohio
$2.18M
ACS
536
Archford Capital Strategies
Illinois
$2.15M
RA
537
RoundAngle Advisors
New Jersey
$2.15M
CFAM
538
Center For Asset Management
Florida
$2.15M
TPCW
539
TD Private Client Wealth
New York
$2.14M
SM
540
Stonegate Management
Illinois
$2.14M
NOI
541
Newton One Investments
Delaware
$2.13M
CCWA
542
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.13M
MA
543
MONECO Advisors
Connecticut
$2.12M
WB
544
WesBanco Bank
West Virginia
$2.11M
TFA
545
Tobias Financial Advisors
Florida
$2.11M
RC
546
Roundview Capital
New Jersey
$2.09M
FLI
547
Family Legacy Inc
South Carolina
$2.09M
OCPWS
548
One Charles Private Wealth Services
Massachusetts
$2.09M
FFO
549
Fortitude Family Office
Arizona
$2.09M
Bessemer Group
550
Bessemer Group
New Jersey
$2.07M