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Vanguard Small-Cap Value ETF

1,544 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 116 funds opening new positions, 566 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: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 1,5471,544 (-3)

1% less repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,544
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
Creative Planning
51
Creative Planning
Kansas
$64.1M
1832 Asset Management
52
1832 Asset Management
Ontario, Canada
$63.1M
BFA
53
Bragg Financial Advisors
North Carolina
$61.4M
FAC
54
Financial Advisory Corporation
Michigan
$59M
MIAS
55
Mason Investment Advisory Services
Virginia
$58.7M
SI
56
Stephens Inc
Arkansas
$56M
EWA
57
Exencial Wealth Advisors
Oklahoma
$55.9M
Cerity Partners
58
Cerity Partners
New York
$53.4M
Charles Schwab
59
Charles Schwab
California
$53.3M
WL
60
WIT LLC
District of Columbia
$52.2M
B
61
Bailard
California
$51.7M
TSW
62
Thompson Siegel & Walmsley
Virginia
$49.9M
ZF
63
Zhang Financial
Michigan
$49.3M
IWA
64
Inspirion Wealth Advisors
Illinois
$45M
Truist Financial
65
Truist Financial
North Carolina
$44.7M
APG
66
Abacus Planning Group
South Carolina
$44.4M
EH
67
Equitable Holdings
New York
$43.9M
MML Investors Services
68
MML Investors Services
Massachusetts
$42.8M
FG
69
Foster Group
Iowa
$41.5M
SF
70
Summit Financial
New Jersey
$40.5M
2L
71
25 LLC
Missouri
$40.1M
OWA
72
Opal Wealth Advisors
New York
$39.2M
CFM
73
Comprehensive Financial Management
California
$38.7M
SWA
74
Strategies Wealth Advisors
Michigan
$36M
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$35.6M