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Vanguard Small-Cap Value ETF

1,541 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, 563 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:

0.53% less ownership

Funds ownership: 56.68%56.15% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,541
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
HCP
1026
Hardin Capital Partners
South Carolina
$446K
EWP
1027
Elevation Wealth Partners
California
$445K
FIA
1028
Foundations Investment Advisors
Arizona
$444K
PWW
1029
Pettyjohn Wood & White
Virginia
$442K
AWM
1030
Ariadne Wealth Management
California
$442K
NA
1031
Nottingham Advisors
New York
$439K
FF
1032
Financial Futures
New Jersey
$438K
PWM
1033
Provident Wealth Management
Tennessee
$429K
CPP
1034
Capasso Planning Partners
South Carolina
$429K
WKWM
1035
Walter & Keenan Wealth Management
Indiana
$427K
DWP
1036
Daymark Wealth Partners
Ohio
$426K
CWS
1037
Confluence Wealth Services
Pennsylvania
$424K
VPIM
1038
Vanguard Personalized Indexing Management
California
$423K
DWMS
1039
Dominguez Wealth Management Solutions
Virginia
$423K
A
1040
Argentarii
Ohio
$422K
BCA
1041
Ballentine Capital Advisors
South Carolina
$422K
SDJVC
1042
St. Denis J. Villere & Co
Louisiana
$422K
WTA
1043
Washington Trust Advisors
Massachusetts
$420K
WCM
1044
Winthrop Capital Management
Indiana
$420K
RG
1045
Rathbones Group
United Kingdom
$417K
BAM
1046
Bosun Asset Management
Illinois
$417K
AIM
1047
Athena Investment Management
California
$417K
CAAM
1048
Cornerstone Advisors Asset Management
Pennsylvania
$416K
LPAM
1049
Lodestar Private Asset Management
California
$416K
SAM
1050
Silvercrest Asset Management
New York
$416K