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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
VFPW
1126
Vantage Financial Partners (Wisconsin)
Wisconsin
$358K
EWM
1127
Evercore Wealth Management
New York
$357K
VCP
1128
Vista Capital Partners
Oregon
$357K
OPPS
1129
Obsidian Personal Planning Solutions
Maryland
$356K
SWM
1130
Seed Wealth Management
Illinois
$355K
SPW
1131
Sonoma Private Wealth
California
$354K
MWM
1132
Melfa Wealth Management
Massachusetts
$353K
NHT
1133
New Hampshire Trust
New Hampshire
$352K
NAS
1134
Nicolet Advisory Services
Wisconsin
$349K
MIM
1135
Marco Investment Management
Georgia
$348K
JCM
1136
Jag Capital Management
Missouri
$345K
BP
1137
BWM Planning
Texas
$345K
NEPWA
1138
New England Private Wealth Advisors
Massachusetts
$341K
SB
1139
Semitam Bonam
New York
$340K
WCWM
1140
Willow Creek Wealth Management
California
$340K
FB
1141
Finward Bancorp
Indiana
$339K
PWMAG
1142
Pinnacle Wealth Management Advisory Group
New Jersey
$339K
AWM
1143
Austin Wealth Management
Texas
$339K
TA
1144
TPG Advisors
Illinois
$337K
IIA
1145
Integral Investment Advisors
California
$336K
WJA
1146
Willis Johnson & Associates
Texas
$336K
AA
1147
Argent Advisors
Louisiana
$334K
EFG
1148
Ethos Financial Group
Pennsylvania
$332K
CP
1149
Camelot Portfolios
Ohio
$332K
UPS
1150
UHLMANN PRICE SECURITIES
Illinois
$332K