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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
PA
976
Pinnacle Associates
New York
$533K
ISB
977
Iowa State Bank
Iowa
$528K
AF
978
Apollon Financial
South Carolina
$527K
SWM
979
Selective Wealth Management
Virginia
$525K
Russell Investments Group
980
Russell Investments Group
United Kingdom
$525K
FNBSF
981
First National Bank Sioux Falls
South Dakota
$525K
MWM
982
McMill Wealth Management
Nebraska
$524K
DWT
983
Dorsey & Whitney Trust
South Dakota
$524K
OFS
984
Oldfather Financial Services
Nebraska
$524K
MMCM
985
Murphy & Mullick Capital Management
New York
$523K
GWM
986
Guardian Wealth Management
Illinois
$523K
ACA
987
Aptus Capital Advisors
Alabama
$523K
SW
988
SteelPeak Wealth
California
$521K
PI
989
PFG Investments
New York
$521K
RWI
990
Red Wave Investments
Pennsylvania
$521K
AWM
991
Atticus Wealth Management
Florida
$518K
PA
992
Procyon Advisors
Connecticut
$518K
XPN
993
XY Planning Network
Montana
$518K
LWM
994
Lodestone Wealth Management
Washington
$516K
CWM
995
Centurion Wealth Management
Virginia
$511K
CFP
996
Cascade Financial Partners
California
$510K
RFP
997
Root Financial Partners
California
$510K
CFG
998
Chapman Financial Group
Hawaii
$504K
LWMNY
999
Landmark Wealth Management (New York)
New York
$501K
CA
1000
Calton & Associates
Florida
$501K