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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
HSA
1101
HBK Sorce Advisory
Pennsylvania
$372K
WCM
1102
WealthTrak Capital Management
Virginia
$372K
BA
1103
Brightwater Advisory
Florida
$371K
TC
1104
TownSquare Capital
Utah
$367K
SRC
1105
Sage Rhino Capital
California
$366K
CAM
1106
Cidel Asset Management
Ontario, Canada
$365K
FTWA
1107
Fifth Third Wealth Advisors
Ohio
$365K
GWM
1108
Grand Wealth Management
Michigan
$363K
MA
1109
MAS Advisors
Florida
$361K
WI
1110
WrapManager Inc
California
$361K
DT
1111
Diversified Trust
Tennessee
$359K
ETC
1112
Exchange Traded Concepts
Oklahoma
$358K
OPAM
1113
Ocean Park Asset Management
California
$358K
VCA
1114
Verdence Capital Advisors
Maryland
$358K
CAM
1115
Clark Asset Management
New Hampshire
$358K
BM
1116
Berman McAleer
Maryland
$358K
VFPW
1117
Vantage Financial Partners (Wisconsin)
Wisconsin
$358K
EWM
1118
Evercore Wealth Management
New York
$357K
VCP
1119
Vista Capital Partners
Oregon
$357K
OPPS
1120
Obsidian Personal Planning Solutions
Maryland
$356K
SWM
1121
Seed Wealth Management
Illinois
$355K
SPW
1122
Sonoma Private Wealth
California
$354K
MWM
1123
Melfa Wealth Management
Massachusetts
$353K
NHT
1124
New Hampshire Trust
New Hampshire
$352K
NAS
1125
Nicolet Advisory Services
Wisconsin
$349K