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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
CCG
701
Chatham Capital Group
Georgia
$1.17M
RWM
702
Revisor Wealth Management
Ohio
$1.17M
SLT
703
St Louis Trust
Missouri
$1.16M
GIA
704
GHP Investment Advisors
Colorado
$1.16M
MAFA
705
MJT & Associates Financial Advisory
Minnesota
$1.16M
TDWM
706
Topel & Distasi Wealth Management
California
$1.15M
MFA
707
McClarren Financial Advisors
Pennsylvania
$1.15M
SWM
708
Silverlake Wealth Management
Vermont
$1.15M
CFGSD
709
Compass Financial Group (South Dakota)
South Dakota
$1.14M
MCM
710
MidAtlantic Capital Management
Virginia
$1.14M
CAC
711
Certified Advisory Corp
Florida
$1.14M
HNWAG
712
High Net Worth Advisory Group
Florida
$1.13M
BWM
713
BKM Wealth Management
Wisconsin
$1.13M
TC
714
Trust Company
Kansas
$1.12M
MSFS
715
Main Street Financial Solutions
Pennsylvania
$1.12M
TCM
716
TruNorth Capital Management
Michigan
$1.12M
BGAI
717
Bruce G. Allen Investments
Colorado
$1.12M
GC
718
Grange Capital
Oregon
$1.12M
CPRC
719
Consolidated Portfolio Review Corp
New York
$1.12M
FCH
720
Freestone Capital Holdings
Washington
$1.11M
RPGK
721
Retirement Planning Group (Kansas)
Kansas
$1.11M
CCM
722
Cambridge Capital Management
Illinois
$1.11M
BCA
723
Bay Colony Advisors
Massachusetts
$1.1M
WAM
724
Worth Asset Management
Texas
$1.1M
SAI
725
Savvy Advisors Inc
New York
$1.1M