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Vanguard Small-Cap Value ETF

1,562 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, 573 increasing their positions, 579 reducing their positions, and 76 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:

0.15% more ownership

Funds ownership: 56.71%56.86% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 579

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,562
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 +$42.8M
2 +$38.9M
3 +$25.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.3M
5
BW
Balance Wealth
Ohio
+$20.5M

Top Sellers

1 -$48.3M
2 -$37.8M
3 -$32M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.3M
5
Betterment LLC
Betterment LLC
New York
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
701
Schwallier Wealth Management
Michigan
$1.19M
UAG
702
United Advisor Group
Ohio
$1.18M
WBC
703
West Branch Capital
Massachusetts
$1.18M
CCG
704
Chatham Capital Group
Georgia
$1.17M
RWM
705
Revisor Wealth Management
Ohio
$1.17M
SLT
706
St Louis Trust
Missouri
$1.16M
GIA
707
GHP Investment Advisors
Colorado
$1.16M
MAFA
708
MJT & Associates Financial Advisory
Minnesota
$1.16M
TDWM
709
Topel & Distasi Wealth Management
California
$1.15M
MFA
710
McClarren Financial Advisors
Pennsylvania
$1.15M
SWM
711
Silverlake Wealth Management
Vermont
$1.15M
CFGSD
712
Compass Financial Group (South Dakota)
South Dakota
$1.14M
MCM
713
MidAtlantic Capital Management
Virginia
$1.14M
CAC
714
Certified Advisory Corp
Florida
$1.14M
HNWAG
715
High Net Worth Advisory Group
Florida
$1.13M
BWM
716
BKM Wealth Management
Wisconsin
$1.13M
TC
717
Trust Company
Kansas
$1.12M
MSFS
718
Main Street Financial Solutions
Pennsylvania
$1.12M
TCM
719
TruNorth Capital Management
Michigan
$1.12M
BGAI
720
Bruce G. Allen Investments
Colorado
$1.12M
GC
721
Grange Capital
Oregon
$1.12M
CPRC
722
Consolidated Portfolio Review Corp
New York
$1.12M
FCH
723
Freestone Capital Holdings
Washington
$1.11M
RPGK
724
Retirement Planning Group (Kansas)
Kansas
$1.11M
CCM
725
Cambridge Capital Management
Illinois
$1.11M