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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
TDWM
701
Topel & Distasi Wealth Management
California
$1.15M
MFA
702
McClarren Financial Advisors
Pennsylvania
$1.15M
SWM
703
Silverlake Wealth Management
Vermont
$1.15M
CFGSD
704
Compass Financial Group (South Dakota)
South Dakota
$1.14M
MCM
705
MidAtlantic Capital Management
Virginia
$1.14M
CAC
706
Certified Advisory Corp
Florida
$1.14M
HNWAG
707
High Net Worth Advisory Group
Florida
$1.13M
BWM
708
BKM Wealth Management
Wisconsin
$1.13M
TC
709
Trust Company
Kansas
$1.12M
MSFS
710
Main Street Financial Solutions
Pennsylvania
$1.12M
TCM
711
TruNorth Capital Management
Michigan
$1.12M
BGAI
712
Bruce G. Allen Investments
Colorado
$1.12M
GC
713
Grange Capital
Oregon
$1.12M
CPRC
714
Consolidated Portfolio Review Corp
New York
$1.12M
FCH
715
Freestone Capital Holdings
Washington
$1.11M
RPGK
716
Retirement Planning Group (Kansas)
Kansas
$1.11M
CCM
717
Cambridge Capital Management
Illinois
$1.11M
BCA
718
Bay Colony Advisors
Massachusetts
$1.1M
WAM
719
Worth Asset Management
Texas
$1.1M
SAI
720
Savvy Advisors Inc
New York
$1.1M
KWMG
721
King Wealth Management Group
Florida
$1.1M
AFAS
722
Acorn Financial Advisory Services
Virginia
$1.1M
MWM
723
Meritas Wealth Management
California
$1.1M
MFT
724
Moisand Fitzgerald Tamayo
Florida
$1.09M
RFA
725
Resurgent Financial Advisors
Georgia
$1.09M