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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
CNBT
851
Canandaigua National Bank & Trust
New York
$854K -$68.9K -329 -8%
MWP
852
Madison Wealth Partners
Wisconsin
$852K +$129K +616 +18%
CHC
853
City Holding Co
West Virginia
$851K -$31.4K -150 -4%
ST
854
Smithfield Trust
Pennsylvania
$845K
LL
855
LPWM LLC
Minnesota
$842K +$368K +1,758 +79%
EFP
856
Envision Financial Planning
Tennessee
$842K
AMM
857
American Money Management
California
$839K +$38.3K +183 +5%
EFG
858
Embree Financial Group
Illinois
$835K +$1.88K +9 +0.2%
BI
859
Berkeley Inc
Idaho
$835K -$31.6K -151 -4%
MWM
860
MorganRosel Wealth Management
Colorado
$833K +$60.3K +288 +8%
HIP
861
HUB Investment Partners
Texas
$830K -$25.3K -121 -3%
WH
862
Willner & Heller
California
$829K +$25.3K +121 +3%
ACM
863
Armbruster Capital Management
New York
$828K
MAG
864
Mayfair Advisory Group
Alabama
$821K +$7.33K +35 +0.9%
OCM
865
One Capital Management
California
$815K +$422K +2,016 +110%
SWA
866
Sightline Wealth Advisors
Connecticut
$811K +$15.5K +74 +2%
SAG
867
SageView Advisory Group
California
$809K -$165K -790 -17%
FWM
868
Fonville Wealth Management
Virginia
$802K -$22K -105 -3%
CCC
869
Compass Capital Corp
Massachusetts
$801K +$1.68K +8 +0.2%
QFA
870
Quantum Financial Advisors
California
$800K -$42.1K -201 -5%
RIS
871
Richmond Investment Services
Wisconsin
$799K +$3.14K +15 +0.4%
LSPW
872
Lake Street Private Wealth
Illinois
$794K +$3.35K +16 +0.4%
MCA
873
Magnolia Capital Advisors
Mississippi
$789K +$6.49K +31 +0.8%
Franklin Resources
874
Franklin Resources
California
$788K +$32.9K +157 +4%
WPA
875
Wealth Preservation Advisors
Tennessee
$788K -$5.23K -25 -0.7%