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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 186 funds opening new positions, 652 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

148% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 75

27% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 512

13% more funds holding in top 10

Funds holding in top 10: 92104 (+12)

6% more capital invested

Capital invested by funds: $17.8B → $18.9B (+$1.04B)

5% more funds holding

Funds holding: 1,5701,652 (+82)

1.13% more ownership

Funds ownership: 56.89%58.02% (+1.1%)

Holders
1,652
Holders Change
+82
Holders Change %
+5.22%
% of All Funds
20.09%
Holding in Top 10
104
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.04%
% of All Funds
1.27%
New
186
Increased
652
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
EPM
901
Elm Partners Management
Pennsylvania
$735K -$241K -1,151 -25%
MW
902
Merited Wealth
Florida
$733K +$725K +3,461 New
SWGC
903
Summit Wealth Group (Colorado)
Colorado
$733K -$4.53M -21,634 -86%
WCM
904
Winebrenner Capital Management
Kentucky
$728K -$1.88K -9 -0.3%
YWM
905
Yukon Wealth Management
Kansas
$727K -$31.4K -150 -4%
MP
906
McDonald Partners
Ohio
$727K +$10.7K +51 +2%
MWA
907
Medallion Wealth Advisors
Connecticut
$724K +$22.8K +109 +3%
SCA
908
Snowden Capital Advisors
New York
$716K -$48.6K -232 -6%
FNBOO
909
First National Bank of Omaha
Nebraska
$711K +$696K +3,324 New
RWA
910
Rooted Wealth Advisors
Illinois
$711K +$106K +504 +19%
BFC
911
Bedel Financial Consulting
Indiana
$707K +$6.49K +31 +0.9%
NPFS
912
Novak & Powell Financial Services
Florida
$704K
SHF
913
Stage Harbor Financial
Massachusetts
$696K -$87.3K -417 -11%
ECM
914
Evergreen Capital Management
Washington
$695K
TA
915
Tactive Advisors
Florida
$691K +$57.8K +276 +9%
AFM
916
Abbot Financial Management
Massachusetts
$691K +$209 +1 +0%
CA
917
Continuum Advisory
Idaho
$691K +$48.4K +231 +8%
AC
918
Avant Capital
Louisiana
$687K -$18.2K -87 -3%
EP
919
Essential Planning
New Hampshire
$687K +$470K +2,243 +224%
SCA
920
Strathmore Capital Advisors
North Carolina
$687K +$679K +3,242 New
DF
921
Downshift Financial
Colorado
$674K +$623K +2,977 New
AWP
922
Astra Wealth Partners
New Jersey
$673K -$5.03K -24 -0.7%
BB
923
Busey Bank
Illinois
$665K +$63.9K +305 +11%
USCWA
924
U.S. Capital Wealth Advisors
Texas
$664K +$838 +4 +0.1%
AWM
925
Accurate Wealth Management
Florida
$663K -$13K -62 -2%