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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
20.09%
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
LWM
976
LJI Wealth Management
Indiana
$608K
CMMS
977
Comprehensive Money Management Services
Florida
$606K
AWP
978
Axis Wealth Partners
Rhode Island
$606K -$18.6K -89 -3%
GFL
979
Granite FO LLC
New Hampshire
$601K +$6.28K +30 +1%
FWA
980
FSM Wealth Advisors
Ohio
$600K +$15.3K +73 +3%
DWT
981
Dorsey & Whitney Trust
South Dakota
$593K +$60.5K +289 +12%
TAM
982
Townsend Asset Management
North Carolina
$593K -$209 -1 -0%
SFPG
983
Stonebridge Financial Planning Group
Florida
$592K -$10.3K -49 -2%
GGI
984
Godsey & Gibb Inc
Virginia
$592K +$1.05K +5 +0.2%
FI
985
FWG Investments
Kentucky
$592K +$19.5K +93 +3%
ATWA
986
Arbor Trust Wealth Advisors
Michigan
$592K -$632K -3,020 -52%
SIC
987
Sage Investment Counsel
Tennessee
$589K -$20.7K -99 -3%
EFL
988
ERn Financial LLC
Wisconsin
$589K
PA
989
Procyon Advisors
Connecticut
$587K +$60.9K +291 +12%
EAM
990
Empirical Asset Management
Massachusetts
$586K
TBFA
991
Three Bearings Fiduciary Advisors
New Hampshire
$584K +$549K +2,620 New
GT
992
GreatBanc Trust
Illinois
$583K -$72.2K -345 -11%
SCM
993
SCS Capital Management
Massachusetts
$583K -$31.2K -149 -5%
GGS
994
Galvin Gaustad & Stein
Arizona
$582K -$13.6K -65 -2%
PW
995
Potentia Wealth
California
$580K
PTC
996
Private Trust Company
Ohio
$577K +$25.3K +121 +5%
IAG
997
Investmark Advisory Group
Connecticut
$576K +$1.05K +5 +0.2%
WAG
998
Windsor Advisory Group
Ohio
$576K
SWM
999
Selective Wealth Management
Virginia
$573K +$4.4K +21 +0.8%
FFC
1000
Frederick Financial Consultants
Maryland
$572K