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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
BMCM
751
Burns Matteson Capital Management
New York
$998K
KCM
752
Kathmere Capital Management
Pennsylvania
$997K
SIA
753
Soltis Investment Advisors
Utah
$996K
KA
754
Kovack Advisors
Florida
$991K
BIM
755
Baldwin Investment Management
Pennsylvania
$989K
LWM
756
LongView Wealth Management
Georgia
$987K
SWM
757
Sagace Wealth Management
Florida
$969K
BFA
758
Beacon Financial Advisory
Ohio
$967K
EPM
759
Elm Partners Management
Pennsylvania
$965K
CPWM
760
Cypress Point Wealth Management
Texas
$965K
SAG
761
SageView Advisory Group
California
$962K
LFG
762
Larson Financial Group
Missouri
$957K
SC
763
Sapient Capital
Indiana
$954K
CFG
764
Citizens Financial Group
Rhode Island
$954K
DI
765
Disciplined Investments
Oklahoma
$953K
BGA
766
Battery Global Advisors
Massachusetts
$953K
AA
767
Aire Advisors
California
$942K
FA
768
Financial Alternatives
California
$937K
GIM
769
Goelzer Investment Management
Indiana
$935K
GIA
770
Gladstone Institutional Advisory
Florida
$935K
VAG
771
Vannoy Advisory Group
Texas
$932K
CAG
772
Csenge Advisory Group
Florida
$932K
Citadel Advisors
773
Citadel Advisors
Florida
$931K
BWA
774
Bestgate Wealth Advisors
Maryland
$927K
BlackRock
775
BlackRock
New York
$926K