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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
MC
526
Matisse Capital
Oregon
$2.22M
FAI
527
Fiduciary Advisors Inc
Missouri
$2.22M
TW
528
TritonPoint Wealth
Maryland
$2.21M
IA
529
IFP Advisors
Florida
$2.21M
SW
530
SlateStone Wealth
Florida
$2.2M
PA
531
Probity Advisors
Texas
$2.2M
CWA
532
CJM Wealth Advisers
Virginia
$2.18M
SWP
533
Stratos Wealth Partners
Ohio
$2.18M
ACS
534
Archford Capital Strategies
Illinois
$2.15M
RA
535
RoundAngle Advisors
New Jersey
$2.15M
CFAM
536
Center For Asset Management
Florida
$2.15M
TPCW
537
TD Private Client Wealth
New York
$2.14M
SM
538
Stonegate Management
Illinois
$2.14M
NOI
539
Newton One Investments
Delaware
$2.13M
CCWA
540
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.13M
MA
541
MONECO Advisors
Connecticut
$2.12M
WB
542
WesBanco Bank
West Virginia
$2.11M
TFA
543
Tobias Financial Advisors
Florida
$2.11M
RC
544
Roundview Capital
New Jersey
$2.09M
FLI
545
Family Legacy Inc
South Carolina
$2.09M
OCPWS
546
One Charles Private Wealth Services
Massachusetts
$2.09M
FFO
547
Fortitude Family Office
Arizona
$2.09M
NRI
548
NFP Retirement Inc
California
$2.07M
Bessemer Group
549
Bessemer Group
New Jersey
$2.07M
1WA
550
180 Wealth Advisors
Washington
$2.06M