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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
KPWM
1151
KDK Private Wealth Management
Texas
$323K
LA
1152
LWM Advisors
California
$322K
MAMG
1153
Milestone Asset Management Group
Connecticut
$322K
NC
1154
North Capital
Utah
$322K
PWM
1155
Penobscot Wealth Management
Maine
$322K
GJWM
1156
Gilliland Jeter Wealth Management
Arkansas
$321K
GWP
1157
Gateway Wealth Partners
Wisconsin
$320K
RSWA
1158
Robinson Smith Wealth Advisors
Maine
$319K
CAM
1159
Columbia Asset Management
Michigan
$318K
FT
1160
Fiduciary Trust
Massachusetts
$317K
BWS
1161
BCR Wealth Strategies
Alabama
$315K
SW
1162
SVB Wealth
Massachusetts
$313K
RBC
1163
Romano Brothers & Co
Illinois
$311K
LA
1164
LexAurum Advisors
Kansas
$309K
MWP
1165
Meredith Wealth Planning
Illinois
$308K
VPWA
1166
Vestia Personal Wealth Advisors
Indiana
$308K
BWP
1167
Barlow Wealth Partners
Kentucky
$308K
PFGIA
1168
Patriot Financial Group Insurance Agency
Massachusetts
$307K
SA
1169
Stewardship Advisors
Pennsylvania
$307K
GAG
1170
GM Advisory Group
New York
$305K
KFGK
1171
Keystone Financial Group (Kentucky)
Kentucky
$304K
JWM
1172
Jeppson Wealth Management
California
$304K
FDW
1173
Fourth Dimension Wealth
Ohio
$301K
SFG
1174
Snider Financial Group
Washington
$300K
LCM
1175
Lazari Capital Management
California
$300K