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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
VW
576
Vance Wealth
California
$1.84M
GBT
577
Grove Bank & Trust
Florida
$1.83M
OFP
578
OFC Financial Planning
New Jersey
$1.82M
DSC
579
Duncker Streett & Co
Missouri
$1.82M
PWMG
580
Pioneer Wealth Management Group
Texas
$1.81M
BF
581
BOK Financial
Oklahoma
$1.79M
CWAG
582
Compton Wealth Advisory Group
Virginia
$1.78M
TP
583
Tranquility Partners
Tennessee
$1.77M
PWM
584
PBMares Wealth Management
Virginia
$1.77M
ATC
585
Argent Trust Co
Tennessee
$1.77M
I
586
InvesTrust
Oklahoma
$1.76M
BRWA
587
B. Riley Wealth Advisors
Florida
$1.76M
MSA
588
Marino Stram & Associates
Massachusetts
$1.76M
PC
589
Payne Capital
Oregon
$1.76M
KWM
590
Kingsview Wealth Management
Oregon
$1.76M
MGW
591
MB Generational Wealth
Washington
$1.76M
CD
592
Chapin Davis
Maryland
$1.76M
Victory Capital Management
593
Victory Capital Management
Texas
$1.75M
OCFG
594
O'Connor Financial Group
Illinois
$1.75M
PCMC
595
Paragon Capital Management (Colorado)
Colorado
$1.75M
BCG
596
Breakwater Capital Group
New Jersey
$1.74M
MGWA
597
Monument Group Wealth Advisors
Massachusetts
$1.72M
BAMG
598
Brand Asset Management Group
Missouri
$1.71M
CSB
599
City State Bank
Iowa
$1.71M
BWP
600
BSW Wealth Partners
Colorado
$1.7M