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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
UWM
551
USAdvisors Wealth Management
Minnesota
$2.04M
BCM
552
BTC Capital Management
Iowa
$2.03M
RA
553
Riversedge Advisors
Delaware
$2.03M
SFS
554
Sowell Financial Services
Arkansas
$2M
CCM
555
Coldstream Capital Management
Washington
$1.98M
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$1.97M
AC
557
AlphaCore Capital
California
$1.97M
CAG
558
Curtis Advisory Group
California
$1.96M
MFG
559
Magnus Financial Group
New York
$1.96M
AIM
560
Advyzon Investment Management
Illinois
$1.96M
TFS
561
Thoroughbred Financial Services
Tennessee
$1.95M
WCFA
562
Walkner Condon Financial Advisors
Wisconsin
$1.94M
LSA
563
Lion Street Advisors
Texas
$1.94M
WP
564
Wealthspan Partners
Iowa
$1.92M
LWM
565
Liberty Wealth Management
California
$1.92M
IAS
566
Insigneo Advisory Services
Florida
$1.91M
NP
567
NorthRock Partners
Minnesota
$1.91M
FUBT
568
First United Bank & Trust
Maryland
$1.9M
TWM
569
Topsail Wealth Management
North Carolina
$1.9M
TFP
570
Triune Financial Partners
Kansas
$1.9M
CIC
571
Chilton Investment Company
Connecticut
$1.88M
GPA
572
Guidance Point Advisors
Massachusetts
$1.87M
MA
573
Mutual Advisors
Nebraska
$1.86M
WPWM
574
Windward Private Wealth Management
Kansas
$1.86M
PCM
575
Parsons Capital Management
Rhode Island
$1.84M