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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
GWS
876
Greykasell Wealth Strategies
California
$675K
MP
877
McDonald Partners
Ohio
$664K
MWP
878
Madison Wealth Partners
Wisconsin
$662K
BlackRock
879
BlackRock
New York
$661K
YWM
880
Yukon Wealth Management
Kansas
$650K
LPT
881
Legacy Private Trust
Wisconsin
$650K
ECM
882
Evergreen Capital Management
Washington
$643K
CAM
883
Cozad Asset Management
Illinois
$643K
BFC
884
Bedel Financial Consulting
Indiana
$642K
Envestnet Portfolio Solutions
885
Envestnet Portfolio Solutions
Illinois
$641K
CCC
886
Compass Capital Corp
Massachusetts
$636K
GT
887
Glenview Trust
Kentucky
$636K
AFM
888
Abbot Financial Management
Massachusetts
$636K
BTWM
889
Brass Tax Wealth Management
Ohio
$635K
S
890
SignatureFD
Georgia
$634K
SWM
891
Sagace Wealth Management
Florida
$632K
CCA
892
Cadent Capital Advisors
Oklahoma
$630K
LSA
893
Lion Street Advisors
Texas
$625K
AWP
894
Astra Wealth Partners
New Jersey
$625K
FHA
895
Flagship Harbor Advisors
Massachusetts
$624K
DWP
896
Destiny Wealth Partners
Florida
$623K
MF
897
Manuka Financial
Virginia
$620K
CAG
898
Crestwood Advisors Group
Massachusetts
$619K
RWM
899
Rockwood Wealth Management
Pennsylvania
$616K
SG
900
StoneX Group
New York
$613K