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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
MIM
1126
Marco Investment Management
Georgia
$348K
JCM
1127
Jag Capital Management
Missouri
$345K
BP
1128
BWM Planning
Texas
$345K
NEPWA
1129
New England Private Wealth Advisors
Massachusetts
$341K
SB
1130
Semitam Bonam
New York
$340K
WCWM
1131
Willow Creek Wealth Management
California
$340K
FB
1132
Finward Bancorp
Indiana
$339K
PWMAG
1133
Pinnacle Wealth Management Advisory Group
New Jersey
$339K
AWM
1134
Austin Wealth Management
Texas
$339K
TA
1135
TPG Advisors
Illinois
$337K
IIA
1136
Integral Investment Advisors
California
$336K
WJA
1137
Willis Johnson & Associates
Texas
$336K
AA
1138
Argent Advisors
Louisiana
$334K
EFG
1139
Ethos Financial Group
Pennsylvania
$332K
CP
1140
Camelot Portfolios
Ohio
$332K
UPS
1141
UHLMANN PRICE SECURITIES
Illinois
$332K
TH
1142
Team Hewins
California
$331K
1SB
1143
1ST Source Bank
Indiana
$330K
AP
1144
Appleton Partners
Massachusetts
$326K
CB
1145
Centennial Bank
Arkansas
$326K
FA
1146
Flagstar Advisors
New York
$325K
RC
1147
Rovin Capital
Arizona
$325K
SFA
1148
Salus Financial Advisors
Colorado
$325K
CCMG
1149
Clark Capital Management Group
Pennsylvania
$324K
Thrivent Financial for Lutherans
1150
Thrivent Financial for Lutherans
Minnesota
$323K