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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
CP
1126
Camelot Portfolios
Ohio
$340K
CWM
1127
Centurion Wealth Management
Virginia
$340K
GWM
1128
Grand Wealth Management
Michigan
$339K
AWM
1129
Accurate Wealth Management
Florida
$339K
SRC
1130
Sage Rhino Capital
California
$338K
JCM
1131
Jag Capital Management
Missouri
$337K
MA
1132
MAS Advisors
Florida
$337K
A
1133
Argentarii
Ohio
$337K
GWSG
1134
GPS Wealth Strategies Group
Colorado
$336K
OPPS
1135
Obsidian Personal Planning Solutions
Maryland
$336K
BWM
1136
Benchmark Wealth Management
Connecticut
$334K
EWM
1137
Evercore Wealth Management
New York
$334K
WAM
1138
WNY Asset Management
New York
$333K
CCFM
1139
Clear Creek Financial Management
Washington
$331K
MWM
1140
Melfa Wealth Management
Massachusetts
$330K
FT
1141
Fiduciary Trust
Massachusetts
$329K
DT
1142
Diversified Trust
Tennessee
$328K
NAS
1143
Nicolet Advisory Services
Wisconsin
$327K
NEPWA
1144
New England Private Wealth Advisors
Massachusetts
$327K
AWM
1145
Accel Wealth Management
Iowa
$327K
BP
1146
BWM Planning
Texas
$322K
CIA
1147
Capital Investment Advisors
Georgia
$319K
MIM
1148
Marco Investment Management
Georgia
$318K
KDA
1149
Kraft Davis & Associates
Missouri
$318K
SB
1150
Semitam Bonam
New York
$318K