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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
Empower Advisory Group
726
Empower Advisory Group
Colorado
$1.24M -$170K -812 -12%
TWP
727
Total Wealth Planning
Ohio
$1.24M -$21.5M -102,813 -95%
IA
728
Insight Advisors
Pennsylvania
$1.23M -$3.77K -18 -0.3%
IP
729
Indivisible Partners
Florida
$1.23M +$1.21M +5,799 New
TPWA
730
TRUE Private Wealth Advisors
Oregon
$1.23M -$110K -525 -8%
SFP
731
Strategic Financial Partners
Oregon
$1.22M -$19.7K -94 -2%
CG
732
Caprock Group
Idaho
$1.22M -$101K -482 -8%
ATI
733
ARK & TLK Investments
Oklahoma
$1.22M -$63.2K -302 -5%
AA
734
Apriem Advisors
California
$1.22M -$419 -2 -0%
WMG
735
WESCAP Management Group
California
$1.21M
HCA
736
Harpswell Capital Advisors
Maine
$1.21M +$136K +650 +13%
UAG
737
United Advisor Group
Ohio
$1.2M +$1.05K +5 +0.1%
MWM
738
Mascagni Wealth Management
Mississippi
$1.19M -$59.9K -286 -5%
SWM
739
Sherman Wealth Management
Maryland
$1.19M +$1.17M +5,597 New
CCG
740
Chatham Capital Group
Georgia
$1.18M -$8.38K -40 -0.7%
CBA
741
Coastal Bridge Advisors
Connecticut
$1.18M +$142K +680 +14%
SLT
742
St Louis Trust
Missouri
$1.18M
CPA
743
Clear Point Advisors
New York
$1.18M -$55.5K -265 -5%
SWM
744
Silverlake Wealth Management
Vermont
$1.18M +$13.4K +64 +1%
IWA
745
Independent Wealth Advisors
North Carolina
$1.18M +$1.16M +5,549 New
CFGSD
746
Compass Financial Group (South Dakota)
South Dakota
$1.17M +$12.1K +58 +1%
MAFA
747
MJT & Associates Financial Advisory
Minnesota
$1.17M
CSF
748
Capital Squared Financial
Maryland
$1.17M +$219K +1,047 +23%
CAC
749
Certified Advisory Corp
Florida
$1.17M +$7.75K +37 +0.7%
PBF
750
Petix & Botte Financial
California
$1.17M -$96.7K -462 -8%