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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
IAG
951
Investmark Advisory Group
Connecticut
$567K
FI
952
FWG Investments
Kentucky
$564K
FFC
953
Frederick Financial Consultants
Maryland
$563K
FIA
954
FNY Investment Advisers
New York
$563K
KF
955
K2 Financial
California
$562K
GOCP
956
Great Oak Capital Partners
Massachusetts
$561K
AR
957
Apeiron RIA
Texas
$559K
FIC
958
Family Investment Center
Missouri
$557K
GP
959
Greenline Partners
New York
$555K
CWM
960
Copia Wealth Management
Oregon
$555K
CIC
961
Carnegie Investment Counsel
Ohio
$554K
RPGNY
962
Retirement Planning Group (New York)
New York
$553K
NWMG
963
National Wealth Management Group
Ohio
$552K
RWA
964
Rooted Wealth Advisors
Illinois
$551K
CAM
965
Cozad Asset Management
Illinois
$549K
SCM
966
SOL Capital Management
Maryland
$547K
PWP
967
Precedent Wealth Partners
Texas
$546K
CC
968
Cornerstone Capital
California
$544K
PTC
969
Private Trust Company
Ohio
$543K
STA
970
Smith Thornton Advisors
Alabama
$543K
QHA
971
Quarry Hill Advisors
Minnesota
$543K
LAM
972
Lakewood Asset Management
Illinois
$542K
PCG
973
Prosperity Consulting Group
Maryland
$541K
TWP
974
TFO Wealth Partners
Ohio
$539K
MF
975
Montis Financial
Massachusetts
$539K