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Vanguard Small-Cap Value ETF

1,554 hedge funds and large institutions have $17.8B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 569 increasing their positions, 575 reducing their positions, and 78 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: $ → $

more funds holding

Funds holding:

0.1% more ownership

Funds ownership: 56.78%56.89% (+0.1%)

1% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 575

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,554
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
RBWA
901
RFG - Bristol Wealth Advisors
Massachusetts
$631K
AFA
902
Avant Financial Advisors
Texas
$630K
CI
903
Clal Insurance
Israel
$629K
SAM
904
Smartleaf Asset Management
Massachusetts
$629K
WWM
905
Woodside Wealth Management
Massachusetts
$628K
WCM
906
Weik Capital Management
Pennsylvania
$626K
TA
907
Tactive Advisors
Florida
$624K
ERIC
908
Eagle Rock Investment Company
Georgia
$623K
TWA
909
TCI Wealth Advisors
Arizona
$623K
EWM
910
Evermay Wealth Management
Virginia
$621K
AWP
911
Axis Wealth Partners
Rhode Island
$616K
CF
912
Centaurus Financial
California
$615K
National Bank of Canada
913
National Bank of Canada
Quebec, Canada
$614K
SCM
914
SCS Capital Management
Massachusetts
$608K
CB
915
Community Bank
New York
$606K
GC
916
Gibson Capital
Pennsylvania
$605K
SIC
917
Sage Investment Counsel
Tennessee
$602K
AHC
918
Anderson Hoagland & Co
Missouri
$601K
LWM
919
LJI Wealth Management
Indiana
$599K
WIC
920
Woodmont Investment Counsel
Tennessee
$599K
SOAG
921
Silver Oak Advisory Group
Oregon
$599K
CMMS
922
Comprehensive Money Management Services
Florida
$598K
AFG
923
Altiora Financial Group
Ohio
$597K
BC
924
Bowman & Company
Wisconsin
$596K
SFPG
925
Stonebridge Financial Planning Group
Florida
$594K