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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
LAM
976
Lakewood Asset Management
Illinois
$542K
PCG
977
Prosperity Consulting Group
Maryland
$541K
TWP
978
TFO Wealth Partners
Ohio
$539K
MF
979
Montis Financial
Massachusetts
$539K
PA
980
Pinnacle Associates
New York
$533K
ISB
981
Iowa State Bank
Iowa
$528K
AF
982
Apollon Financial
South Carolina
$527K
SWM
983
Selective Wealth Management
Virginia
$525K
Russell Investments Group
984
Russell Investments Group
United Kingdom
$525K
FNBSF
985
First National Bank Sioux Falls
South Dakota
$525K
MWM
986
McMill Wealth Management
Nebraska
$524K
DWT
987
Dorsey & Whitney Trust
South Dakota
$524K
OFS
988
Oldfather Financial Services
Nebraska
$524K
MMCM
989
Murphy & Mullick Capital Management
New York
$523K
GWMI
990
Guardian Wealth Management (Illinois)
Illinois
$523K
ACA
991
Aptus Capital Advisors
Alabama
$523K
SW
992
SteelPeak Wealth
California
$521K
PI
993
PFG Investments
New York
$521K
NFP
994
Narus Financial Partners
Utah
$521K
RWI
995
Red Wave Investments
Pennsylvania
$521K
AWM
996
Atticus Wealth Management
Florida
$518K
PA
997
Procyon Advisors
Connecticut
$518K
XPN
998
XY Planning Network
Montana
$518K
LWM
999
Lodestone Wealth Management
Washington
$516K
CWM
1000
Centurion Wealth Management
Virginia
$511K