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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
CFP
1001
Cascade Financial Partners
California
$510K
RFP
1002
Root Financial Partners
California
$510K
CFG
1003
Chapman Financial Group
Hawaii
$504K
LWMNY
1004
Landmark Wealth Management (New York)
New York
$501K
CA
1005
Calton & Associates
Florida
$501K
MFG
1006
MidWestOne Financial Group
Iowa
$500K
TFGT
1007
TS Financial Group (TSFG)
Illinois
$500K
RI
1008
Rinkey Investments
California
$499K
RMA
1009
Roffman Miller Associates
Pennsylvania
$497K
VCM
1010
Versant Capital Management
Arizona
$497K
OCM
1011
Orleans Capital Management
Louisiana
$495K
RRA
1012
Round Rock Advisors
Connecticut
$487K
CTA
1013
Camelot Technology Advisors
California
$486K
MA
1014
Montag & Associates
Georgia
$483K
SCA
1015
STALEY CAPITAL ADVISERS
Pennsylvania
$482K
NAMNJ
1016
NorthStar Asset Management (New Jersey)
New Jersey
$482K
TMWM
1017
Taylor & Morgan Wealth Management
Michigan
$481K
WFA
1018
West Financial Advisors
Iowa
$481K
CIAS
1019
Capital Investment Advisory Services
North Carolina
$479K
QCM
1020
QRG Capital Management
Illinois
$477K
MF
1021
Manuka Financial
Virginia
$473K
KCFA
1022
Key Client Fiduciary Advisors
New Jersey
$472K
DW30
1023
Drucker Wealth 3.0
New Jersey
$471K
BMCM
1024
Bryn Mawr Capital Management
Pennsylvania
$469K
FCP
1025
Fidelis Capital Partners
Florida
$469K