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Vanguard Small-Cap Value ETF

1,542 hedge funds and large institutions have $17.6B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 564 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: $ → $

less funds holding

Funds holding:

0.49% less ownership

Funds ownership: 56.68%56.19% (-0.49%)

1% less repeat investments, than reductions

Existing positions increased: 564 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,542
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
IGGA
726
Iron Gate Global Advisors
Utah
$1.08M
SC
727
Shuttleworth & Co
Ohio
$1.07M
HP
728
Holistic Planning
Texas
$1.07M
EW
729
Evoke Wealth
California
$1.07M
D
730
Dentgroup
Louisiana
$1.07M
TCA
731
Transcend Capital Advisors
New Jersey
$1.07M
OWA
732
Octavia Wealth Advisors
Ohio
$1.06M
HCA
733
Harpswell Capital Advisors
Maine
$1.06M
VWA
734
Visionary Wealth Advisors
Illinois
$1.06M
NCTC
735
New Covenant Trust Company
Indiana
$1.05M
FA
736
Fermata Advisors
California
$1.04M
TCOT
737
Trust Company of Toledo
Ohio
$1.04M
PPH
738
Pure Portfolios Holdings
Oregon
$1.04M
AFA
739
American Financial Advisors
Georgia
$1.04M
PCA
740
Providence Capital Advisors
North Carolina
$1.02M
HFS
741
Hoge Financial Services
Pennsylvania
$1.02M
CBA
742
Coastal Bridge Advisors
Connecticut
$1.02M
RFG
743
RFP Financial Group
Georgia
$1.02M
WS
744
Wedbush Securities
California
$1.01M
DAS
745
Diversify Advisory Services
Utah
$1.01M
PHS
746
Pekin Hardy Strauss
Illinois
$1.01M
CAL
747
Capital Analysts LLC
Pennsylvania
$1.01M
VWA
748
VSM Wealth Advisory
Maryland
$1.01M
HA
749
HFG Advisors
Ohio
$1M
KAM
750
KEB Asset Management
Illinois
$1M