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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
CFO
601
CVA Family Office
Colorado
$1.66M
MSWM
602
McGlone Suttner Wealth Management
Wisconsin
$1.66M
GVAG
603
Great Valley Advisor Group
Delaware
$1.62M
CCA
604
Clarity Capital Advisors
Florida
$1.61M
MSWMA
605
Market Street Wealth Management Advisors
Indiana
$1.6M
VA
606
VestGen Advisors
Illinois
$1.59M
CFSG
607
Community Financial Services Group
Vermont
$1.59M
RTL
608
Red Tortoise LLC
Georgia
$1.58M
BTI
609
Blue Trust Inc
Georgia
$1.57M
BWM
610
BigSur Wealth Management
Florida
$1.57M
BOH
611
Bank of Hawaii
Hawaii
$1.56M
3AM
612
3EDGE Asset Management
Florida
$1.56M
RFS
613
Richardson Financial Services
Massachusetts
$1.55M
HR
614
Hardy Reed
Mississippi
$1.55M
IP
615
Intellectus Partners
California
$1.55M
CW
616
Cooksen Wealth
Texas
$1.54M
IWC
617
Infinity Wealth Counsel
Ohio
$1.53M
SHFA
618
SC&H Financial Advisors
Maryland
$1.53M
SQA
619
Simon Quick Advisors
New Jersey
$1.52M
NFG
620
Nations Financial Group
Iowa
$1.51M
ODIJL
621
One Day In July LLC
Vermont
$1.51M
BP
622
Ballentine Partners
Massachusetts
$1.5M
AW
623
Alteri Wealth
California
$1.49M
BEAM
624
Baker Ellis Asset Management
Washington
$1.49M
SMCM
625
Sky-Mountain Capital Management
Idaho
$1.49M