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Vanguard Small-Cap Value ETF

1,651 hedge funds and large institutions have $18.8B invested in Vanguard Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 185 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

147% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 75

27% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 512

12% more funds holding in top 10

Funds holding in top 10: 92103 (+11)

6% more capital invested

Capital invested by funds: $17.8B → $18.8B (+$1.02B)

5% more funds holding

Funds holding: 1,5701,651 (+81)

1.08% more ownership

Funds ownership: 56.89%57.97% (+1.1%)

Holders
1,651
Holders Change
+81
Holders Change %
+5.16%
% of All Funds
20.09%
Holding in Top 10
103
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.96%
% of All Funds
1.25%
New
185
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
AWM
1001
Aviso Wealth Management
Washington
$569K -$10.1K -48 -2%
AF
1002
Apollon Financial
South Carolina
$566K +$31.4K +150 +6%
FIC
1003
Family Investment Center
Missouri
$566K +$1.88K +9 +0.3%
IW
1004
Integrated Wealthcare
North Carolina
$564K +$557K +2,661 New
GP
1005
Greenline Partners
New York
$563K
CWM
1006
Copia Wealth Management
Oregon
$563K
PWM
1007
Paulson Wealth Management
Illinois
$561K -$300K -1,434 -35%
TWP
1008
Tyche Wealth Partners
Texas
$561K -$22.2K -106 -4%
UF
1009
Univest Financial
Pennsylvania
$559K -$30.4K -145 -5%
PA
1010
Pinnacle Associates
New York
$556K +$15.3K +73 +3%
KCA
1011
Kastel Capital Advisors
Massachusetts
$555K +$548K +2,619 New
GWM
1012
Gilpin Wealth Management
Colorado
$554K +$548K +2,616 New
STA
1013
Smith Thornton Advisors
Alabama
$551K
TWP
1014
TFO Wealth Partners
Ohio
$551K +$3.35K +16 +0.6%
Russell Investments Group
1015
Russell Investments Group
United Kingdom
$547K +$14K +67 +3%
NWMG
1016
National Wealth Management Group
Ohio
$546K -$14.4K -69 -3%
QHA
1017
Quarry Hill Advisors
Minnesota
$544K -$7.12K -34 -1%
GWMI
1018
Guardian Wealth Management (Illinois)
Illinois
$539K +$8.17K +39 +2%
SCM
1019
SOL Capital Management
Maryland
$538K -$16.8K -80 -3%
SPC
1020
Spirepoint Private Client
Florida
$537K +$531K +2,535 New
ISB
1021
Iowa State Bank
Iowa
$536K
MWM
1022
McMill Wealth Management
Nebraska
$533K +$628 +3 +0.1%
FNBSF
1023
First National Bank Sioux Falls
South Dakota
$532K
AWM
1024
Atticus Wealth Management
Florida
$530K +$4.19K +20 +0.8%
DWM
1025
DeLarme Wealth Management
California
$527K +$521K +2,486 New