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Vanguard Small-Cap Value ETF

1,541 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, 563 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:

0.53% less ownership

Funds ownership: 56.68%56.15% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,541
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
BF
576
BOK Financial
Oklahoma
$1.79M
CWAG
577
Compton Wealth Advisory Group
Virginia
$1.78M
TP
578
Tranquility Partners
Tennessee
$1.77M
PWM
579
PBMares Wealth Management
Virginia
$1.77M
ATC
580
Argent Trust Co
Tennessee
$1.77M
I
581
InvesTrust
Oklahoma
$1.76M
BRWA
582
B. Riley Wealth Advisors
Florida
$1.76M
MSA
583
Marino Stram & Associates
Massachusetts
$1.76M
PC
584
Payne Capital
Oregon
$1.76M
KWM
585
Kingsview Wealth Management
Oregon
$1.76M
MGW
586
MB Generational Wealth
Washington
$1.76M
CD
587
Chapin Davis
Maryland
$1.76M
Victory Capital Management
588
Victory Capital Management
Texas
$1.75M
OCFG
589
O'Connor Financial Group
Illinois
$1.75M
PCMC
590
Paragon Capital Management (Colorado)
Colorado
$1.75M
BCG
591
Breakwater Capital Group
New Jersey
$1.74M
MGWA
592
Monument Group Wealth Advisors
Massachusetts
$1.72M
BAMG
593
Brand Asset Management Group
Missouri
$1.71M
CSB
594
City State Bank
Iowa
$1.71M
BWP
595
BSW Wealth Partners
Colorado
$1.7M
FFN
596
Focus Financial Network
Minnesota
$1.68M
ISFAN
597
Investor's Fiduciary Advisor Network
Washington
$1.67M
PWS
598
Precision Wealth Strategies
Missouri
$1.66M
TCOV
599
Trust Company of Vermont
Vermont
$1.66M
CFO
600
CVA Family Office
Colorado
$1.66M