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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 185 funds opening new positions, 653 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

147% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 75

28% more repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 512

12% more funds holding in top 10

Funds holding in top 10: 93104 (+11)

6% more capital invested

Capital invested by funds: $17.8B → $18.9B (+$1.02B)

5% more funds holding

Funds holding: 1,5711,652 (+81)

1.08% more ownership

Funds ownership: 56.94%58.02% (+1.1%)

Holders
1,652
Holders Change
+81
Holders Change %
+5.16%
% of All Funds
20.09%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.27%
New
185
Increased
653
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
SWM
801
Sagace Wealth Management
Florida
$992K +$8.59K +41 +0.9%
GC
802
Grimes & Company
Massachusetts
$991K +$121K +578 +14%
RPGK
803
Retirement Planning Group (Kansas)
Kansas
$989K -$138K -657 -12%
OWA
804
Octavia Wealth Advisors
Ohio
$988K -$84.8K -405 -8%
BIM
805
Baldwin Investment Management
Pennsylvania
$986K -$18.2K -87 -2%
CPWM
806
Cypress Point Wealth Management
Texas
$983K +$4.61K +22 +0.5%
BMCM
807
Burns Matteson Capital Management
New York
$981K -$31.4K -150 -3%
BFA
808
Beacon Financial Advisory
Ohio
$974K -$6.91K -33 -0.7%
CAG
809
Csenge Advisory Group
Florida
$972K +$25.8K +123 +3%
FFS
810
Founders Financial Securities
Maryland
$969K +$509K +2,429 +113%
TCOT
811
Trust Company of Toledo
Ohio
$968K -$89.2K -426 -9%
OC
812
Oppenheimer & Co
New York
$961K +$34.3K +164 +4%
AA
813
Aire Advisors
California
$959K +$2.51K +12 +0.3%
WWM
814
Western Wealth Management
Colorado
$957K +$283K +1,352 +43%
MWM
815
Marion Wealth Management
Pennsylvania
$956K
FA
816
Financial Alternatives
California
$951K
GIM
817
Goelzer Investment Management
Indiana
$945K -$3.77K -18 -0.4%
WBC
818
West Branch Capital
Massachusetts
$938K -$258K -1,232 -22%
HA
819
HFG Advisors
Ohio
$937K -$79.6K -380 -8%
PCM
820
Prospera Capital Management
Arizona
$936K
VAG
821
Vannoy Advisory Group
Texas
$930K -$15.9K -76 -2%
CSIA
822
Conrad Siegel Investment Advisors
Pennsylvania
$929K -$1.47K -7 -0.2%
CCM
823
Canal Capital Management
Virginia
$928K
IA
824
IFG Advisory
Georgia
$918K +$75.2K +359 +9%
RWM
825
Ritholtz Wealth Management
New York
$918K +$1.47K +7 +0.2%