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Vanguard Small-Cap Value ETF

1,542 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, 564 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:

0.49% less ownership

Funds ownership: 56.68%56.19% (-0.49%)

1% less repeat investments, than reductions

Existing positions increased: 564 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,542
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
MA
1001
Montag & Associates
Georgia
$483K
SCA
1002
STALEY CAPITAL ADVISERS
Pennsylvania
$482K
NAMNJ
1003
NorthStar Asset Management (New Jersey)
New Jersey
$482K
TMWM
1004
Taylor & Morgan Wealth Management
Michigan
$481K
WFA
1005
West Financial Advisors
Iowa
$481K
CIAS
1006
Capital Investment Advisory Services
North Carolina
$479K
QCM
1007
QRG Capital Management
Illinois
$477K
MF
1008
Manuka Financial
Virginia
$473K
KCFA
1009
Key Client Fiduciary Advisors
New Jersey
$472K
DW30
1010
Drucker Wealth 3.0
New Jersey
$471K
BMCM
1011
Bryn Mawr Capital Management
Pennsylvania
$469K
FCP
1012
Fidelis Capital Partners
Florida
$469K
VA
1013
Valmark Advisers
Ohio
$468K
RPSA
1014
Richard P. Slaughter Associates
Texas
$466K
BBA
1015
BLB&B Advisors
Pennsylvania
$464K
FDDB
1016
Fidelity D&D Bancorp
Pennsylvania
$464K
IIA
1017
IPG Investment Advisors
California
$464K
LL
1018
LPWM LLC
Minnesota
$463K
BPC
1019
Bearing Point Capital
Minnesota
$459K
EB
1020
Exchange Bank
California
$459K
TWC
1021
TD Waterhouse Canada
Ontario, Canada
$454K
AWM
1022
Axxcess Wealth Management
California
$452K
CAS
1023
Coppell Advisory Solutions
Texas
$450K
BIA
1024
Bell Investment Advisors
California
$449K
FFS
1025
Founders Financial Securities
Maryland
$448K