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Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UAG
701
United Advisor Group
Ohio
$1.12M
SWM
702
Schwallier Wealth Management
Michigan
$1.12M
KCM
703
Kathmere Capital Management
Pennsylvania
$1.11M
SB
704
Strategic Blueprint
Georgia
$1.11M
MWG
705
Martin Worley Group
Utah
$1.11M
LFAS
706
Level Four Advisory Services
Texas
$1.11M
CPA
707
Clear Point Advisors
New York
$1.1M
CCG
708
Chatham Capital Group
Georgia
$1.1M
CFGSD
709
Compass Financial Group (South Dakota)
South Dakota
$1.1M
TCOT
710
Trust Company of Toledo
Ohio
$1.09M
SLT
711
St Louis Trust
Missouri
$1.09M
BCA
712
Bay Colony Advisors
Massachusetts
$1.08M
MAFA
713
MJT & Associates Financial Advisory
Minnesota
$1.08M
WS
714
Wedbush Securities
California
$1.08M
TDWM
715
Topel & Distasi Wealth Management
California
$1.07M
MCM
716
MidAtlantic Capital Management
Virginia
$1.07M
GIA
717
GHP Investment Advisors
Colorado
$1.07M
SWM
718
Silverlake Wealth Management
Vermont
$1.06M
CPRC
719
Consolidated Portfolio Review Corp
New York
$1.06M
SFC
720
Strategic Financial Concepts
Texas
$1.06M
TCM
721
TruNorth Capital Management
Michigan
$1.05M
GC
722
Grange Capital
Oregon
$1.05M
CCM
723
Cambridge Capital Management
Illinois
$1.04M
RFA
724
Resurgent Financial Advisors
Georgia
$1.04M
TCA
725
Transcend Capital Advisors
New Jersey
$1.04M