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Vanguard Small-Cap Value ETF

1,541 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, 563 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:

0.53% less ownership

Funds ownership: 56.68%56.15% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,541
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
WPW
76
Waldron Private Wealth
Pennsylvania
$34.8M
MFG
77
Merit Financial Group
Georgia
$33.5M
Pathstone Holdings
78
Pathstone Holdings
New Jersey
$31.9M
US Bancorp
79
US Bancorp
Minnesota
$31.7M
AMG
80
Asset Management Group
Connecticut
$31M
PAG
81
Private Advisor Group
New Jersey
$30.3M
VFP
82
Verus Financial Partners
Virginia
$30.2M
NA
83
NewEdge Advisors
Louisiana
$30.1M
KAS
84
Kestra Advisory Services
Texas
$29.8M
MAM
85
Marotta Asset Management
Virginia
$28.8M
Baird Financial Group
86
Baird Financial Group
Wisconsin
$28.7M
AWA
87
Aaron Wealth Advisors
Illinois
$28.5M
Comerica Bank
88
Comerica Bank
Texas
$28.3M
WA
89
Wealth Architects
California
$28M
NQWM
90
Northwest Quadrant Wealth Management
Oregon
$27.8M
Fidelity Investments
91
Fidelity Investments
Massachusetts
$27.8M
EWM
92
Empirical Wealth Management
Washington
$27.6M
WIA
93
World Investment Advisors
California
$27.5M
ML
94
McAdam LLC
Pennsylvania
$27.2M
FPAS
95
Focus Partners Advisor Solutions
Missouri
$27.1M
BWM
96
Brickley Wealth Management
California
$25.9M
GFWA
97
Grey Fox Wealth Advisors
Delaware
$25.2M
PMFA
98
Plante Moran Financial Advisors
Michigan
$24.7M
PPW
99
Pasadena Private Wealth
California
$24.7M
BIA
100
BHK Investment Advisors
Alabama
$24.3M