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Vanguard Small-Cap Value ETF

1,652 hedge funds and large institutions have $18.9B invested in Vanguard Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 186 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

148% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 75

27% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 512

13% more funds holding in top 10

Funds holding in top 10: 92104 (+12)

6% more capital invested

Capital invested by funds: $17.8B → $18.9B (+$1.04B)

5% more funds holding

Funds holding: 1,5701,652 (+82)

1.13% more ownership

Funds ownership: 56.89%58.02% (+1.1%)

Holders
1,652
Holders Change
+82
Holders Change %
+5.22%
% of All Funds
20.1%
Holding in Top 10
104
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.04%
% of All Funds
1.27%
New
186
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
DWM
1026
DeLarme Wealth Management
California
$527K +$521K +2,486 New
PWP
1027
Precedent Wealth Partners
Texas
$524K -$28.9K -138 -5%
LWM
1028
Lodestone Wealth Management
Washington
$524K +$419 +2 +0.1%
FTWA
1029
Fifth Third Wealth Advisors
Ohio
$523K +$151K +722 +41%
RWI
1030
Red Wave Investments
Pennsylvania
$521K -$6.7K -32 -1%
KCFA
1031
Key Client Fiduciary Advisors
New Jersey
$521K +$41.7K +199 +9%
PCG
1032
Prosperity Consulting Group
Maryland
$520K -$28.7K -137 -5%
CAM
1033
Cozad Asset Management
Illinois
$518K -$39.2K -187 -7%
NFP
1034
Narus Financial Partners
Utah
$517K -$10.9K -52 -2%
BGA
1035
Battery Global Advisors
Massachusetts
$515K -$709K -3,387 -75%
PEWA
1036
Pacific Excel Wealth Advisors
California
$513K +$507K +2,421 New
CFG
1037
Chapman Financial Group
Hawaii
$512K
CFP
1038
Cascade Financial Partners
California
$511K -$6.91K -33 -1%
ACA
1039
Aptus Capital Advisors
Alabama
$510K -$20.1K -96 -4%
TFGT
1040
TS Financial Group (TSFG)
Illinois
$508K +$419 +2 +0.1%
MFG
1041
MidWestOne Financial Group
Iowa
$508K
TGAM
1042
TBH Global Asset Management
Tennessee
$507K +$416K +1,985 New
RI
1043
Rinkey Investments
California
$507K
BPWM
1044
Badgley Phelps Wealth Managers
Washington
$506K +$501K +2,391 New
MF
1045
Manuka Financial
Virginia
$504K +$23.7K +113 +5%
OCM
1046
Orleans Capital Management
Louisiana
$503K
VA
1047
Valmark Advisers
Ohio
$501K +$25.3K +121 +5%
MF
1048
Montis Financial
Massachusetts
$500K -$46.1K -220 -9%
LPT
1049
Legacy Private Trust
Wisconsin
$498K -$266K -1,270 -35%
CIC
1050
Carnegie Investment Counsel
Ohio
$497K -$64.1K -306 -12%