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Vanguard Small-Cap Value ETF

1,562 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, 573 increasing their positions, 579 reducing their positions, and 76 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:

0.15% more ownership

Funds ownership: 56.71%56.86% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 579

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,562
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 +$42.8M
2 +$38.9M
3 +$25.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.3M
5
BW
Balance Wealth
Ohio
+$20.5M

Top Sellers

1 -$48.3M
2 -$37.8M
3 -$32M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.3M
5
Betterment LLC
Betterment LLC
New York
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FT
1176
Fiduciary Trust
Massachusetts
$317K
BWS
1177
BCR Wealth Strategies
Alabama
$315K
SW
1178
SVB Wealth
Massachusetts
$313K
RBC
1179
Romano Brothers & Co
Illinois
$311K
LA
1180
LexAurum Advisors
Kansas
$309K
MWP
1181
Meredith Wealth Planning
Illinois
$308K
VPWA
1182
Vestia Personal Wealth Advisors
Indiana
$308K
BWP
1183
Barlow Wealth Partners
Kentucky
$308K
PFGIA
1184
Patriot Financial Group Insurance Agency
Massachusetts
$307K
SA
1185
Stewardship Advisors
Pennsylvania
$307K
GAG
1186
GM Advisory Group
New York
$305K
KFGK
1187
Keystone Financial Group (Kentucky)
Kentucky
$304K
JWM
1188
Jeppson Wealth Management
California
$304K
FDW
1189
Fourth Dimension Wealth
Ohio
$301K
SFG
1190
Snider Financial Group
Washington
$300K
LCM
1191
Lazari Capital Management
California
$300K
PEA
1192
Park Edge Advisors
Ohio
$299K
BF
1193
Bonfire Financial
Colorado
$298K
CRC
1194
Curi RMB Capital
Illinois
$298K
SFMG
1195
Sage Financial Management Group
Virginia
$298K
IA
1196
Inspire Advisors
Idaho
$298K
SA
1197
Sovran Advisors
California
$298K
HIS
1198
Horizon Investment Services
Indiana
$297K
DWM
1199
DecisionMap Wealth Management
Virginia
$296K
HCM
1200
Hollencrest Capital Management
California
$296K