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Vanguard Small-Cap Value ETF

1,562 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, 573 increasing their positions, 579 reducing their positions, and 76 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:

0.15% more ownership

Funds ownership: 56.71%56.86% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 579

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,562
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 +$42.8M
2 +$38.9M
3 +$25.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.3M
5
BW
Balance Wealth
Ohio
+$20.5M

Top Sellers

1 -$48.3M
2 -$37.8M
3 -$32M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.3M
5
Betterment LLC
Betterment LLC
New York
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
951
Tyche Wealth Partners
Texas
$575K
PW
952
Potentia Wealth
California
$572K
AWM
953
Aviso Wealth Management
Washington
$570K
WAG
954
Windsor Advisory Group
Ohio
$568K
IAG
955
Investmark Advisory Group
Connecticut
$567K
FI
956
FWG Investments
Kentucky
$564K
FFC
957
Frederick Financial Consultants
Maryland
$563K
FIA
958
FNY Investment Advisers
New York
$563K
KF
959
K2 Financial
California
$562K
GOCP
960
Great Oak Capital Partners
Massachusetts
$561K
AR
961
Apeiron RIA
Texas
$559K
FIC
962
Family Investment Center
Missouri
$557K
GP
963
Greenline Partners
New York
$555K
CWM
964
Copia Wealth Management
Oregon
$555K
CIC
965
Carnegie Investment Counsel
Ohio
$554K
RPGNY
966
Retirement Planning Group (New York)
New York
$553K
NWMG
967
National Wealth Management Group
Ohio
$552K
RWA
968
Rooted Wealth Advisors
Illinois
$551K
CAM
969
Cozad Asset Management
Illinois
$549K
SCM
970
SOL Capital Management
Maryland
$547K
PWP
971
Precedent Wealth Partners
Texas
$546K
CC
972
Cornerstone Capital
California
$544K
PTC
973
Private Trust Company
Ohio
$543K
STA
974
Smith Thornton Advisors
Alabama
$543K
QHA
975
Quarry Hill Advisors
Minnesota
$543K