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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
SG
801
StoneX Group
New York
$873K
CHC
802
City Holding Co
West Virginia
$870K
VAG
803
VisionPoint Advisory Group
Texas
$862K
C
804
Certuity
Florida
$858K
FSBI
805
Fearless Solutions (Best Invest)
Texas
$857K
GC
806
Grimes & Company
Massachusetts
$856K
AWA
807
Arete Wealth Advisors
Illinois
$855K
BI
808
Berkeley Inc
Idaho
$855K
FF
809
Friday Financial
Iowa
$854K
PWM
810
Paulson Wealth Management
Illinois
$852K
CJ
811
Caitlin John
Michigan
$847K
AIM
812
Anchor Investment Management
South Carolina
$846K
HIP
813
HUB Investment Partners
Texas
$843K
HWM
814
Hemington Wealth Management
Virginia
$843K
ST
815
Smithfield Trust
Pennsylvania
$831K
IA
816
IFG Advisory
Georgia
$830K
QFA
817
Quantum Financial Advisors
California
$830K
EFP
818
Envision Financial Planning
Tennessee
$830K
PIA
819
Perennial Investment Advisors
California
$827K
RF
820
RHS Financial
California
$827K
TC
821
Trilogy Capital
California
$826K
EFG
822
Embree Financial Group
Illinois
$822K
ACM
823
Armbruster Capital Management
New York
$816K
Neuberger Berman Group
824
Neuberger Berman Group
New York
$813K
FWM
825
Fonville Wealth Management
Virginia
$813K