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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
GP
951
Greenline Partners
New York
$555K
CWM
952
Copia Wealth Management
Oregon
$555K
CIC
953
Carnegie Investment Counsel
Ohio
$554K
RPGNY
954
Retirement Planning Group (New York)
New York
$553K
NWMG
955
National Wealth Management Group
Ohio
$552K
RWA
956
Rooted Wealth Advisors
Illinois
$551K
CAM
957
Cozad Asset Management
Illinois
$549K
SCM
958
SOL Capital Management
Maryland
$547K
PWP
959
Precedent Wealth Partners
Texas
$546K
CC
960
Cornerstone Capital
California
$544K
PTC
961
Private Trust Company
Ohio
$543K
STA
962
Smith Thornton Advisors
Alabama
$543K
QHA
963
Quarry Hill Advisors
Minnesota
$543K
LAM
964
Lakewood Asset Management
Illinois
$542K
PCG
965
Prosperity Consulting Group
Maryland
$541K
TWP
966
TFO Wealth Partners
Ohio
$539K
MF
967
Montis Financial
Massachusetts
$539K
PA
968
Pinnacle Associates
New York
$533K
ISB
969
Iowa State Bank
Iowa
$528K
AF
970
Apollon Financial
South Carolina
$527K
SWM
971
Selective Wealth Management
Virginia
$525K
Russell Investments Group
972
Russell Investments Group
United Kingdom
$525K
FNBSF
973
First National Bank Sioux Falls
South Dakota
$525K
MWM
974
McMill Wealth Management
Nebraska
$524K
DWT
975
Dorsey & Whitney Trust
South Dakota
$524K