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Vanguard Small-Cap Value ETF

1,554 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 117 funds opening new positions, 569 increasing their positions, 575 reducing their positions, and 78 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 funds holding

Funds holding:

0.1% more ownership

Funds ownership: 56.78%56.89% (+0.1%)

1% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 575

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,554
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
DAS
751
Diversify Advisory Services
Utah
$1.01M
PHS
752
Pekin Hardy Strauss
Illinois
$1.01M
CAL
753
Capital Analysts LLC
Pennsylvania
$1.01M
VWA
754
VSM Wealth Advisory
Maryland
$1.01M
HA
755
HFG Advisors
Ohio
$1M
KAM
756
KEB Asset Management
Illinois
$1M
BMCM
757
Burns Matteson Capital Management
New York
$998K
KCM
758
Kathmere Capital Management
Pennsylvania
$997K
SIA
759
Soltis Investment Advisors
Utah
$996K
KA
760
Kovack Advisors
Florida
$991K
BIM
761
Baldwin Investment Management
Pennsylvania
$989K
LWM
762
LongView Wealth Management
Georgia
$987K
SWM
763
Sagace Wealth Management
Florida
$969K
BFA
764
Beacon Financial Advisory
Ohio
$967K
EPM
765
Elm Partners Management
Pennsylvania
$965K
CPWM
766
Cypress Point Wealth Management
Texas
$965K
SAG
767
SageView Advisory Group
California
$962K
LFG
768
Larson Financial Group
Missouri
$957K
SC
769
Sapient Capital
Indiana
$954K
CFG
770
Citizens Financial Group
Rhode Island
$954K
DI
771
Disciplined Investments
Oklahoma
$953K
BGA
772
Battery Global Advisors
Massachusetts
$953K
AA
773
Aire Advisors
California
$942K
FA
774
Financial Alternatives
California
$937K
GIM
775
Goelzer Investment Management
Indiana
$935K