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Vanguard Small-Cap Value ETF

1,652 hedge funds and large institutions have $18.9B invested in Vanguard Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 652 increasing their positions, 512 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $2.35M

148% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 75

27% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 512

13% more funds holding in top 10

Funds holding in top 10: 92104 (+12)

6% more capital invested

Capital invested by funds: $17.8B → $18.9B (+$1.04B)

5% more funds holding

Funds holding: 1,5701,652 (+82)

1.13% more ownership

Funds ownership: 56.89%58.02% (+1.1%)

Holders
1,652
Holders Change
+82
Holders Change %
+5.22%
% of All Funds
20.1%
Holding in Top 10
104
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.04%
% of All Funds
1.27%
New
186
Increased
652
Reduced
512
Closed
75
Calls
$11.7M
Puts
$2.35M
Net Calls
+$9.32M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
701
Level Four Advisory Services
Texas
$1.35M +$42.7K +204 +3%
BWM
702
BKM Wealth Management
Wisconsin
$1.34M +$191K +910 +17%
1IA
703
1834 Investment Advisors
Wisconsin
$1.33M -$55.3K -264 -4%
WA
704
Wealth Alliance
New York
$1.33M -$86.9K -415 -6%
CCM
705
Condor Capital Management
New Jersey
$1.32M -$19.3K -92 -1%
RSWM
706
Robertson Stephens Wealth Management
California
$1.32M -$11.5K -55 -0.9%
CFO
707
CVA Family Office
Colorado
$1.31M -$366K -1,747 -22%
Wellington Management Group
708
Wellington Management Group
Massachusetts
$1.31M
HP
709
Holistic Planning
Texas
$1.31M +$223K +1,065 +21%
SAI
710
Savvy Advisors Inc
New York
$1.31M +$188K +896 +17%
CPW
711
Cove Private Wealth
New York
$1.31M
MWM
712
Maridea Wealth Management
New York
$1.3M +$19.9K +95 +2%
CCA
713
Cadent Capital Advisors
Oklahoma
$1.3M -$419 -2 -0%
FIG
714
FSA Investment Group
Florida
$1.3M +$1.05K +5 +0.1%
PCA
715
Prosperity Capital Advisors
Ohio
$1.3M -$132K -631 -9%
TAWM
716
Three Arch Wealth Management
California
$1.29M +$1.28M +6,092 New
Kayne Anderson Rudnick Investment Management
717
Kayne Anderson Rudnick Investment Management
California
$1.29M +$1.12M +5,343 +721%
HCM
718
Hall Capital Management
Rhode Island
$1.28M +$22K +105 +2%
CFSG
719
Community Financial Services Group
Vermont
$1.28M -$328K -1,568 -21%
MF
720
Meridian Financial
Massachusetts
$1.27M -$25.1K -120 -2%
PSF
721
Pacific Sun Financial
California
$1.27M -$10.5K -50 -0.8%
TBT
722
Texas Bank & Trust
Texas
$1.26M +$12.1K +58 +1%
VWA
723
VSM Wealth Advisory
Maryland
$1.25M +$229K +1,095 +23%
RWM
724
Revisor Wealth Management
Ohio
$1.25M -$19.5K -93 -2%
BGAI
725
Bruce G. Allen Investments
Colorado
$1.25M +$110K +526 +10%