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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
LL
1026
LPWM LLC
Minnesota
$463K
BPC
1027
Bearing Point Capital
Minnesota
$459K
EB
1028
Exchange Bank
California
$459K
TWC
1029
TD Waterhouse Canada
Ontario, Canada
$454K
AWM
1030
Axxcess Wealth Management
California
$452K
CAS
1031
Coppell Advisory Solutions
Texas
$450K
BIA
1032
Bell Investment Advisors
California
$449K
FFS
1033
Founders Financial Securities
Maryland
$448K
SS
1034
SBI Securities
Japan
$448K
HCP
1035
Hardin Capital Partners
South Carolina
$446K
EWP
1036
Elevation Wealth Partners
California
$445K
FIA
1037
Foundations Investment Advisors
Arizona
$444K
PWW
1038
Pettyjohn Wood & White
Virginia
$442K
AWM
1039
Ariadne Wealth Management
California
$442K
NA
1040
Nottingham Advisors
New York
$439K
FF
1041
Financial Futures
New Jersey
$438K
PWM
1042
Provident Wealth Management
Tennessee
$429K
CPP
1043
Capasso Planning Partners
South Carolina
$429K
WKWM
1044
Walter & Keenan Wealth Management
Indiana
$427K
DWP
1045
Daymark Wealth Partners
Ohio
$426K
CWS
1046
Confluence Wealth Services
Pennsylvania
$424K
VPIM
1047
Vanguard Personalized Indexing Management
California
$423K
DWMS
1048
Dominguez Wealth Management Solutions
Virginia
$423K
A
1049
Argentarii
Ohio
$422K
BCA
1050
Ballentine Capital Advisors
South Carolina
$422K