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Vanguard Small-Cap Value ETF

1,542 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, 564 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:

0.49% less ownership

Funds ownership: 56.68%56.19% (-0.49%)

1% less repeat investments, than reductions

Existing positions increased: 564 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,542
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
CCM
551
Coldstream Capital Management
Washington
$1.98M
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$1.97M
AC
553
AlphaCore Capital
California
$1.97M
CAG
554
Curtis Advisory Group
California
$1.96M
MFG
555
Magnus Financial Group
New York
$1.96M
AIM
556
Advyzon Investment Management
Illinois
$1.96M
TFS
557
Thoroughbred Financial Services
Tennessee
$1.95M
WCFA
558
Walkner Condon Financial Advisors
Wisconsin
$1.94M
LSA
559
Lion Street Advisors
Texas
$1.94M
WP
560
Wealthspan Partners
Iowa
$1.92M
LWM
561
Liberty Wealth Management
California
$1.92M
IAS
562
Insigneo Advisory Services
Florida
$1.91M
NP
563
NorthRock Partners
Minnesota
$1.91M
FUBT
564
First United Bank & Trust
Maryland
$1.9M
TWM
565
Topsail Wealth Management
North Carolina
$1.9M
TFP
566
Triune Financial Partners
Kansas
$1.9M
CIC
567
Chilton Investment Company
Connecticut
$1.88M
GPA
568
Guidance Point Advisors
Massachusetts
$1.87M
MA
569
Mutual Advisors
Nebraska
$1.86M
WPWM
570
Windward Private Wealth Management
Kansas
$1.86M
PCM
571
Parsons Capital Management
Rhode Island
$1.84M
VW
572
Vance Wealth
California
$1.84M
GBT
573
Grove Bank & Trust
Florida
$1.83M
OFP
574
OFC Financial Planning
New Jersey
$1.82M
DSC
575
Duncker Streett & Co
Missouri
$1.82M