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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
VA
626
Vestwell Advisors
New York
$1.51M
BP
627
Ballentine Partners
Massachusetts
$1.5M
AW
628
Alteri Wealth
California
$1.49M
BEAM
629
Baker Ellis Asset Management
Washington
$1.49M
SMCM
630
Sky-Mountain Capital Management
Idaho
$1.49M
EWM
631
Evergreen Wealth Management
Michigan
$1.49M
MFF
632
Michels Family Financial
Texas
$1.49M
KWA
633
Kingswood Wealth Advisors
California
$1.47M
HNB
634
Huntington National Bank
Ohio
$1.46M
MFS
635
McNamara Financial Services
Massachusetts
$1.45M
FHC
636
Forest Hill Capital
Arkansas
$1.44M
DE
637
Diversified Enterprises
Delaware
$1.44M
FB
638
Fulton Bank
Pennsylvania
$1.44M
ADL
639
Asset Dedication LLC
California
$1.43M
PMG
640
ProVise Management Group
Florida
$1.43M
CMBA
641
C.M. Bidwell & Associates
Hawaii
$1.42M
DAS
642
Dynamic Advisor Solutions
Arizona
$1.42M
PCA
643
Prosperity Capital Advisors
Ohio
$1.41M
GA
644
GFS Advisors
Texas
$1.41M
WIP
645
WealthCare Investment Partners
Rhode Island
$1.4M
WA
646
Wealth Alliance
New York
$1.4M
Empower Advisory Group
647
Empower Advisory Group
Colorado
$1.39M
NDSI
648
Newman Dignan & Sheerar Inc
Rhode Island
$1.39M
SB
649
Strategic Blueprint
Georgia
$1.39M
TNBTD
650
Trustmark National Bank Trust Department
Mississippi
$1.38M