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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
KA
826
Klingman & Associates
New York
$811K
AGWCA
827
Annis Gardner Whiting Capital Advisors
Florida
$806K
SCM
828
Saxony Capital Management
Missouri
$804K
WFPG
829
Waller Financial Planning Group
Ohio
$795K
SAM
830
Synergy Asset Management
Washington
$792K
MAG
831
Mayfair Advisory Group
Alabama
$792K
WH
832
Willner & Heller
California
$792K
AMM
833
American Money Management
California
$788K
RIS
834
Richmond Investment Services
Wisconsin
$785K
MAM
835
McLean Asset Management
Virginia
$784K
SWA
836
Sightline Wealth Advisors
Connecticut
$784K
WPA
837
Wealth Preservation Advisors
Tennessee
$782K
SCM
838
Spreng Capital Management
Ohio
$781K
LSPW
839
Lake Street Private Wealth
Illinois
$779K
GWS
840
Glassman Wealth Services
Virginia
$777K
SHF
841
Stage Harbor Financial
Massachusetts
$773K
MCA
842
Magnolia Capital Advisors
Mississippi
$771K
AWP
843
Accretive Wealth Partners
New Jersey
$769K
CT
844
Caldwell Trust
Florida
$766K
WFAG
845
Wescott Financial Advisory Group
Pennsylvania
$762K
KA
846
KDT Advisors
New York
$762K
MWM
847
MorganRosel Wealth Management
Colorado
$761K
S
848
SignatureFD
Georgia
$760K
SIG
849
Spinnaker Investment Group
California
$759K
LW
850
Libra Wealth
California
$757K