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Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1101
Sterling Investment Counsel
New York
$360K
CFS
1102
CGC Financial Services
Oregon
$359K
S4W
1103
Solutions 4 Wealth
Texas
$359K
HWA
1104
HHM Wealth Advisors
Tennessee
$359K
BI
1105
Binnacle Investments
Iowa
$358K
SFS
1106
Summit Financial Strategies
Ohio
$358K
MMHP
1107
Murphy Middleton Hinkle & Parker
Georgia
$357K
STA
1108
Summit Trail Advisors
New York
$357K
NLP
1109
Next Level Private
New York
$357K
WTA
1110
Washington Trust Advisors
Massachusetts
$356K
LNWWM
1111
Laird Norton Wetherby Wealth Management
California
$355K
HSBC Holdings
1112
HSBC Holdings
United Kingdom
$354K
Vontobel Holding
1113
Vontobel Holding
Switzerland
$353K
CIC
1114
Cutler Investment Counsel
Oregon
$352K
FIA
1115
Foundations Investment Advisors
Arizona
$352K
C1AG
1116
Client 1st Advisory Group
Florida
$352K
CB
1117
Cadence Bank
Mississippi
$352K
SA
1118
Strategic Advisors
New York
$349K
UFA
1119
Uptown Financial Advisors
Texas
$349K
CA
1120
CoreCap Advisors
Michigan
$346K
AI
1121
Accredited Investors
Minnesota
$345K
CCG
1122
Coastwise Capital Group
California
$344K
WCM
1123
WealthTrak Capital Management
Virginia
$342K
CAM
1124
Cidel Asset Management
Ontario, Canada
$341K
ETC
1125
Exchange Traded Concepts
Oklahoma
$341K