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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
ERIC
901
Eagle Rock Investment Company
Georgia
$623K
TWA
902
TCI Wealth Advisors
Arizona
$623K
EWM
903
Evermay Wealth Management
Virginia
$621K
AWP
904
Axis Wealth Partners
Rhode Island
$616K
CF
905
Centaurus Financial
California
$615K
National Bank of Canada
906
National Bank of Canada
Quebec, Canada
$614K
SCM
907
SCS Capital Management
Massachusetts
$608K
CB
908
Community Bank
New York
$606K
GC
909
Gibson Capital
Pennsylvania
$605K
SIC
910
Sage Investment Counsel
Tennessee
$602K
AHC
911
Anderson Hoagland & Co
Missouri
$601K
LWM
912
LJI Wealth Management
Indiana
$599K
WIC
913
Woodmont Investment Counsel
Tennessee
$599K
SOAG
914
Silver Oak Advisory Group
Oregon
$599K
CMMS
915
Comprehensive Money Management Services
Florida
$598K
AFG
916
Altiora Financial Group
Ohio
$597K
BC
917
Bowman & Company
Wisconsin
$596K
SFPG
918
Stonebridge Financial Planning Group
Florida
$594K
PCM
919
Pointe Capital Management
Michigan
$593K
CWM
920
Collaborative Wealth Management
Florida
$592K
BB
921
Busey Bank
Illinois
$592K
WF
922
WoodTrust Financial
Wisconsin
$591K
M1FG
923
Mach-1 Financial Group
Arkansas
$591K
IAS
924
Integrity Advisory Solutions
Texas
$591K
Fisher Asset Management
925
Fisher Asset Management
Washington
$590K