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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
MFG
1001
MidWestOne Financial Group
Iowa
$500K
TFGT
1002
TS Financial Group (TSFG)
Illinois
$500K
RI
1003
Rinkey Investments
California
$499K
RMA
1004
Roffman Miller Associates
Pennsylvania
$497K
VCM
1005
Versant Capital Management
Arizona
$497K
OCM
1006
Orleans Capital Management
Louisiana
$495K
RRA
1007
Round Rock Advisors
Connecticut
$487K
CTA
1008
Camelot Technology Advisors
California
$486K
MA
1009
Montag & Associates
Georgia
$483K
SCA
1010
STALEY CAPITAL ADVISERS
Pennsylvania
$482K
NAMNJ
1011
NorthStar Asset Management (New Jersey)
New Jersey
$482K
TMWM
1012
Taylor & Morgan Wealth Management
Michigan
$481K
WFA
1013
West Financial Advisors
Iowa
$481K
CIAS
1014
Capital Investment Advisory Services
North Carolina
$479K
QCM
1015
QRG Capital Management
Illinois
$477K
MF
1016
Manuka Financial
Virginia
$473K
KCFA
1017
Key Client Fiduciary Advisors
New Jersey
$472K
DW30
1018
Drucker Wealth 3.0
New Jersey
$471K
BMCM
1019
Bryn Mawr Capital Management
Pennsylvania
$469K
FCP
1020
Fidelis Capital Partners
Florida
$469K
VA
1021
Valmark Advisers
Ohio
$468K
RPSA
1022
Richard P. Slaughter Associates
Texas
$466K
BBA
1023
BLB&B Advisors
Pennsylvania
$464K
FDDB
1024
Fidelity D&D Bancorp
Pennsylvania
$464K
IIA
1025
IPG Investment Advisors
California
$464K