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Vanguard Small-Cap Value ETF

1,562 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, 573 increasing their positions, 579 reducing their positions, and 76 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:

0.15% more ownership

Funds ownership: 56.71%56.86% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 579

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,562
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 +$42.8M
2 +$38.9M
3 +$25.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.3M
5
BW
Balance Wealth
Ohio
+$20.5M

Top Sellers

1 -$48.3M
2 -$37.8M
3 -$32M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.3M
5
Betterment LLC
Betterment LLC
New York
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
S4W
1101
Solutions 4 Wealth
Texas
$384K
OCM
1102
One Capital Management
California
$383K
WTC
1103
WhitTier Trust Company
Nevada
$383K
SFS
1104
Summit Financial Strategies
Ohio
$381K
BI
1105
Binnacle Investments
Iowa
$381K
CLA
1106
Carnegie Lake Advisors
New Jersey
$381K
NLP
1107
Next Level Private
New York
$380K
ONSWM
1108
Old North State Wealth Management
North Carolina
$380K
HWA
1109
HHM Wealth Advisors
Tennessee
$379K
LNWWM
1110
Laird Norton Wetherby Wealth Management
California
$377K
I
1111
INVST
Indiana
$377K
CIC
1112
Cutler Investment Counsel
Oregon
$377K
CB
1113
Cadence Bank
Mississippi
$374K
CAL
1114
Capital Advisors Ltd
Ohio
$374K
UFA
1115
Uptown Financial Advisors
Texas
$373K
HSA
1116
HBK Sorce Advisory
Pennsylvania
$372K
WCM
1117
WealthTrak Capital Management
Virginia
$372K
BA
1118
Brightwater Advisory
Florida
$371K
TC
1119
TownSquare Capital
Utah
$367K
SRC
1120
Sage Rhino Capital
California
$366K
CAM
1121
Cidel Asset Management
Ontario, Canada
$365K
FTWA
1122
Fifth Third Wealth Advisors
Ohio
$365K
GWM
1123
Grand Wealth Management
Michigan
$363K
MA
1124
MAS Advisors
Florida
$361K
WI
1125
WrapManager Inc
California
$361K