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Vanguard Small-Cap Value ETF

1,542 hedge funds and large institutions have $16.6B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 509 increasing their positions, 613 reducing their positions, and 82 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.67% less ownership

Funds ownership: 57.29%56.62% (-0.67%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 613

Holders
1,542
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Strategies Wealth Advisors
Michigan
$33.4M
MFG
77
Merit Financial Group
Georgia
$33.1M
WPW
78
Waldron Private Wealth
Pennsylvania
$32.9M
Pathstone Holdings
79
Pathstone Holdings
New Jersey
$30.2M
VFP
80
Verus Financial Partners
Virginia
$29.9M
AMG
81
Asset Management Group
Connecticut
$29.1M
US Bancorp
82
US Bancorp
Minnesota
$28.9M
NA
83
NewEdge Advisors
Louisiana
$27.8M
Comerica Bank
84
Comerica Bank
Texas
$27.5M
FPAS
85
Focus Partners Advisor Solutions
Missouri
$27.2M
Baird Financial Group
86
Baird Financial Group
Wisconsin
$26.8M
NQWM
87
Northwest Quadrant Wealth Management
Oregon
$26.4M
WA
88
Wealth Architects
California
$26.2M
MAM
89
Marotta Asset Management
Virginia
$25.9M
EWM
90
Empirical Wealth Management
Washington
$25.9M
Fidelity Investments
91
Fidelity Investments
Massachusetts
$25.7M
ML
92
McAdam LLC
Pennsylvania
$25.1M
PAG
93
Private Advisor Group
New Jersey
$24.6M
BWM
94
Brickley Wealth Management
California
$24.2M
KAS
95
Kestra Advisory Services
Texas
$23.5M
SCI
96
Silver Coast Investments
United States
$23M
BIA
97
BHK Investment Advisors
Alabama
$22.9M
PPW
98
Pasadena Private Wealth
California
$22.9M
GFWA
99
Grey Fox Wealth Advisors
Delaware
$22.5M
PMFA
100
Plante Moran Financial Advisors
Michigan
$22.4M