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Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
851
Magnolia Capital Advisors
Mississippi
$720K
CT
852
Caldwell Trust
Florida
$716K
SXL
853
Summit X LLC
Missouri
$711K
WFAG
854
Wescott Financial Advisory Group
Pennsylvania
$709K
AWM
855
Axxcess Wealth Management
California
$709K
LW
856
Libra Wealth
California
$707K
WC
857
Westhampton Capital
North Carolina
$707K
MAG
858
Mayfair Advisory Group
Alabama
$707K
HPM
859
Hoxton Planning & Management
West Virginia
$703K
CTA
860
Chesley Taft & Associates
Illinois
$700K
SCA
861
Snowden Capital Advisors
New York
$692K
EWM
862
Evermay Wealth Management
Virginia
$690K
BCM
863
Becker Capital Management
Oregon
$689K
KNFPWM
864
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$688K
AFO
865
Arrowroot Family Office
California
$688K
LPP
866
Life Planning Partners
Florida
$687K
KA
867
Klingman & Associates
New York
$687K
Franklin Resources
868
Franklin Resources
California
$685K
VIA
869
Victrix Investment Advisors
Florida
$683K
APIM
870
Agate Pass Investment Management
Washington
$683K
OHWA
871
Oak Hill Wealth Advisors
Virginia
$681K
CBA
872
Coastal Bridge Advisors
Connecticut
$680K
DSA
873
Droms Strauss Advisors
Missouri
$680K
TAM
874
Townsend Asset Management
North Carolina
$679K
MPW
875
Magnolia Private Wealth
Pennsylvania
$677K