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Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
551
One Charles Private Wealth Services
Massachusetts
$1.98M
TP
552
Tranquility Partners
Tennessee
$1.96M
TPCW
553
TD Private Client Wealth
New York
$1.95M
MA
554
MONECO Advisors
Connecticut
$1.95M
GS
555
GTS Securities
New York
$1.93M
CA
556
Clune & Associates
Illinois
$1.92M
BCM
557
BTC Capital Management
Iowa
$1.92M
SWP
558
Stratos Wealth Partners
Ohio
$1.91M
1WA
559
180 Wealth Advisors
Washington
$1.91M
IHWM
560
Iron Horse Wealth Management
Iowa
$1.91M
AC
561
AlphaCore Capital
California
$1.91M
HI
562
Harbour Investments
Wisconsin
$1.9M
MFG
563
Magnus Financial Group
New York
$1.9M
WB
564
WesBanco Bank
West Virginia
$1.87M
WCFA
565
Walkner Condon Financial Advisors
Wisconsin
$1.86M
KAM
566
Kraft Asset Management
Tennessee
$1.86M
CIBC Private Wealth Group
567
CIBC Private Wealth Group
Georgia
$1.86M
FMII
568
Farmers & Merchants Investments Inc
Nebraska
$1.84M
ATC
569
Argent Trust Co
Tennessee
$1.83M
CAG
570
Curtis Advisory Group
California
$1.81M
OFP
571
OFC Financial Planning
New Jersey
$1.81M
LWM
572
Liberty Wealth Management
California
$1.81M
WP
573
Wealthspan Partners
Iowa
$1.8M
TFS
574
Thoroughbred Financial Services
Tennessee
$1.78M
TWM
575
Topsail Wealth Management
North Carolina
$1.78M