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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
MWM
926
Modern Wealth Management
Kansas
$662K +$77.1K +368 +13%
RA
927
Resolute Advisors
California
$662K +$6.07K +29 +0.9%
AUB
928
Atlantic Union Bankshares
Virginia
$660K +$419 +2 +0.1%
UI
929
Unconventional Investor
New Hampshire
$660K +$4.4K +21 +0.7%
TCM
930
Traynor Capital Management
Pennsylvania
$659K -$69.7K -333 -10%
PIA
931
Perennial Investment Advisors
California
$657K -$180K -861 -22%
RWM
932
Rockwood Wealth Management
Pennsylvania
$657K -$12.1K -58 -2%
RF
933
RHS Financial
California
$656K -$181K -864 -22%
QCM
934
QRG Capital Management
Illinois
$656K +$169K +809 +35%
BWS
935
BCR Wealth Strategies
Alabama
$653K +$329K +1,573 +104%
PSB
936
Passumpsic Savings Bank
Vermont
$653K +$646K +3,083 New
PCM
937
Pointe Capital Management
Michigan
$651K +$48.6K +232 +8%
WF
938
WoodTrust Financial
Wisconsin
$650K +$49.6K +237 +8%
EFG
939
Elevated Financial Group
Indiana
$649K +$642K +3,064 New
DSA
940
Droms Strauss Advisors
Missouri
$646K -$50.3K -240 -7%
FHA
941
Flagship Harbor Advisors
Massachusetts
$646K -$4.61K -22 -0.7%
IAS
942
Integrity Advisory Solutions
Texas
$643K +$43.3K +207 +7%
CWA
943
Canvas Wealth Advisors
Kansas
$641K -$249K -1,188 -28%
BI
944
Beckerman Institutional
New Jersey
$640K
National Bank of Canada
945
National Bank of Canada
Quebec, Canada
$640K +$16.1K +77 +3%
AFA
946
Avant Financial Advisors
Texas
$639K
MPW
947
Magnolia Private Wealth
Pennsylvania
$639K -$21.6K -103 -3%
CWRP
948
Cassady Wealth & Retirement Planning
Nevada
$639K +$631K +3,016 New
CA
949
Calton & Associates
Florida
$638K +$128K +613 +26%
WWM
950
Woodside Wealth Management
Massachusetts
$637K