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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
CLA
1101
Carnegie Lake Advisors
New Jersey
$381K
NLP
1102
Next Level Private
New York
$380K
ONSWM
1103
Old North State Wealth Management
North Carolina
$380K
HWA
1104
HHM Wealth Advisors
Tennessee
$379K
LNWWM
1105
Laird Norton Wetherby Wealth Management
California
$377K
CIC
1106
Cutler Investment Counsel
Oregon
$377K
CB
1107
Cadence Bank
Mississippi
$374K
CAL
1108
Capital Advisors Ltd
Ohio
$374K
UFA
1109
Uptown Financial Advisors
Texas
$373K
HSA
1110
HBK Sorce Advisory
Pennsylvania
$372K
WCM
1111
WealthTrak Capital Management
Virginia
$372K
BA
1112
Brightwater Advisory
Florida
$371K
TC
1113
TownSquare Capital
Utah
$367K
SRC
1114
Sage Rhino Capital
California
$366K
CAM
1115
Cidel Asset Management
Ontario, Canada
$365K
FTWA
1116
Fifth Third Wealth Advisors
Ohio
$365K
GWM
1117
Grand Wealth Management
Michigan
$363K
MA
1118
MAS Advisors
Florida
$361K
WI
1119
WrapManager Inc
California
$361K
DT
1120
Diversified Trust
Tennessee
$359K
ETC
1121
Exchange Traded Concepts
Oklahoma
$358K
OPAM
1122
Ocean Park Asset Management
California
$358K
VCA
1123
Verdence Capital Advisors
Maryland
$358K
CAM
1124
Clark Asset Management
New Hampshire
$358K
BM
1125
Berman McAleer
Maryland
$358K