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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
AFO
851
Arrowroot Family Office
California
$739K
HPM
852
Hoxton Planning & Management
West Virginia
$736K
LPP
853
Life Planning Partners
Florida
$736K
APIM
854
Agate Pass Investment Management
Washington
$731K
KNFPWM
855
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$730K
CTA
856
Chesley Taft & Associates
Illinois
$728K
GWS
857
Greykasell Wealth Strategies
California
$723K
WCM
858
Winebrenner Capital Management
Kentucky
$719K
TCM
859
Traynor Capital Management
Pennsylvania
$719K
CCC
860
Compass Capital Corp
Massachusetts
$713K
MWP
861
Madison Wealth Partners
Wisconsin
$711K
OHWA
862
Oak Hill Wealth Advisors
Virginia
$710K
PPW
863
Parcion Private Wealth
Washington
$709K
MP
864
McDonald Partners
Ohio
$706K
Boston Partners
865
Boston Partners
Massachusetts
$702K
YWM
866
Yukon Wealth Management
Kansas
$696K
AC
867
Avant Capital
Louisiana
$695K
BTWM
868
Brass Tax Wealth Management
Ohio
$694K
NPFS
869
Novak & Powell Financial Services
Florida
$693K
BFC
870
Bedel Financial Consulting
Indiana
$690K
ECM
871
Evergreen Capital Management
Washington
$688K
DSA
872
Droms Strauss Advisors
Missouri
$686K
DWP
873
Destiny Wealth Partners
Florida
$685K
AFM
874
Abbot Financial Management
Massachusetts
$681K
GA
875
Greenspring Advisors
Maryland
$673K