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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
AMM
826
American Money Management
California
$788K
RIS
827
Richmond Investment Services
Wisconsin
$785K
MAM
828
McLean Asset Management
Virginia
$784K
SWA
829
Sightline Wealth Advisors
Connecticut
$784K
WPA
830
Wealth Preservation Advisors
Tennessee
$782K
SCM
831
Spreng Capital Management
Ohio
$781K
LSPW
832
Lake Street Private Wealth
Illinois
$779K
GWS
833
Glassman Wealth Services
Virginia
$777K
SHF
834
Stage Harbor Financial
Massachusetts
$773K
MCA
835
Magnolia Capital Advisors
Mississippi
$771K
AWP
836
Accretive Wealth Partners
New Jersey
$769K
CT
837
Caldwell Trust
Florida
$766K
WFAG
838
Wescott Financial Advisory Group
Pennsylvania
$762K
KA
839
KDT Advisors
New York
$762K
MWM
840
MorganRosel Wealth Management
Colorado
$761K
S
841
SignatureFD
Georgia
$760K
SIG
842
Spinnaker Investment Group
California
$759K
LW
843
Libra Wealth
California
$757K
SCA
844
Snowden Capital Advisors
New York
$757K
WC
845
Westhampton Capital
North Carolina
$756K
LPT
846
Legacy Private Trust
Wisconsin
$756K
PWA
847
Physician Wealth Advisors
Utah
$753K
BWM
848
BCS Wealth Management
Tennessee
$745K
Franklin Resources
849
Franklin Resources
California
$744K
WSFS
850
Wilmington Savings Fund Society
Delaware
$742K