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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
20.1%
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
WCM
951
Weik Capital Management
Pennsylvania
$635K
WIC
952
Woodmont Investment Counsel
Tennessee
$635K +$26.4K +126 +4%
ERIC
953
Eagle Rock Investment Company
Georgia
$634K +$1.88K +9 +0.3%
XPN
954
XY Planning Network
Montana
$634K +$71.2K +340 +13%
TCM
955
Triumph Capital Management
Colorado
$632K +$625K +2,986 New
TWA
956
TCI Wealth Advisors
Arizona
$629K -$2.51K -12 -0.4%
HPM
957
Hoxton Planning & Management
West Virginia
$629K -$117K -557 -16%
CF
958
Centaurus Financial
California
$627K +$2.93K +14 +0.5%
KF
959
K2 Financial
California
$621K +$14.9K +71 +3%
SG
960
StoneX Group
New York
$619K -$262K -1,249 -30%
LAM
961
Lakewood Asset Management
Illinois
$617K +$66K +315 +12%
BBA
962
BLB&B Advisors
Pennsylvania
$617K +$144K +689 +31%
DCM
963
DGS Capital Management
New Jersey
$617K +$5.44K +26 +0.9%
SAM
964
Silvercrest Asset Management
New York
$615K +$191K +911 +46%
CB
965
Community Bank
New York
$615K
CWM
966
Collaborative Wealth Management
Florida
$614K +$13K +62 +2%
AT
967
American Trust
Kentucky
$614K +$22.2K +106 +4%
GC
968
Gibson Capital
Pennsylvania
$614K
CWM
969
Centurion Wealth Management
Virginia
$613K +$93.4K +446 +18%
PLFS
970
Provident Living Financial Services
Utah
$611K +$604K +2,885 New
AHC
971
Anderson Hoagland & Co
Missouri
$610K
EWM
972
Evermay Wealth Management
Virginia
$610K -$19.1K -91 -3%
TVAMP
973
Tennessee Valley Asset Management Partners
Tennessee
$608K -$43.1K -206 -7%
BC
974
Bowman & Company
Wisconsin
$608K +$2.93K +14 +0.5%
SOAG
975
Silver Oak Advisory Group
Oregon
$608K