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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
MWM
676
Maridea Wealth Management
New York
$1.26M
PSF
677
Pacific Sun Financial
California
$1.26M
PBF
678
Petix & Botte Financial
California
$1.25M
HCM
679
Hall Capital Management
Rhode Island
$1.24M
CIBC World Market
680
CIBC World Market
Ontario, Canada
$1.24M
MWM
681
Mascagni Wealth Management
Mississippi
$1.24M
TBT
682
Texas Bank & Trust
Texas
$1.23M
BGWM
683
Bridge Generations Wealth Management
Florida
$1.23M
IF
684
Integrity Financial
Wyoming
$1.23M
SFP
685
Strategic Financial Partners
Oregon
$1.23M
ATWA
686
Arbor Trust Wealth Advisors
Michigan
$1.22M
IA
687
Insight Advisors
Pennsylvania
$1.22M
CPA
688
Clear Point Advisors
New York
$1.22M
AA
689
Apriem Advisors
California
$1.2M
LFA
690
Level Financial Advisors
New York
$1.2M
WMG
691
WESCAP Management Group
California
$1.2M
SVWG
692
Shared Vision Wealth Group
United States
$1.19M
SWM
693
Schwallier Wealth Management
Michigan
$1.19M
UAG
694
United Advisor Group
Ohio
$1.18M
WBC
695
West Branch Capital
Massachusetts
$1.18M
CCG
696
Chatham Capital Group
Georgia
$1.17M
RWM
697
Revisor Wealth Management
Ohio
$1.17M
SLT
698
St Louis Trust
Missouri
$1.16M
GIA
699
GHP Investment Advisors
Colorado
$1.16M
MAFA
700
MJT & Associates Financial Advisory
Minnesota
$1.16M