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Vanguard Small-Cap Value ETF

1,651 hedge funds and large institutions have $18.8B invested in Vanguard Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 652 increasing their positions, 512 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $2.35M

147% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 75

27% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 512

12% more funds holding in top 10

Funds holding in top 10: 92103 (+11)

6% more capital invested

Capital invested by funds: $17.8B → $18.8B (+$1.02B)

5% more funds holding

Funds holding: 1,5701,651 (+81)

1.08% more ownership

Funds ownership: 56.89%57.97% (+1.1%)

Holders
1,651
Holders Change
+81
Holders Change %
+5.16%
% of All Funds
20.09%
Holding in Top 10
103
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.96%
% of All Funds
1.25%
New
185
Increased
652
Reduced
512
Closed
75
Calls
$11.7M
Puts
$2.35M
Net Calls
+$9.32M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1176
Seed Wealth Management
Illinois
$360K
MWM
1177
Melfa Wealth Management
Massachusetts
$359K +$1.05K +5 +0.3%
TA
1178
TPG Advisors
Illinois
$359K +$16.8K +80 +5%
NHT
1179
New Hampshire Trust
New Hampshire
$358K
EP
1180
Essential Partners
California
$355K -$65.7K -314 -16%
HSBC Holdings
1181
HSBC Holdings
United Kingdom
$354K +$350K +1,670 New
LNWTC
1182
Laird Norton Wetherby Trust Company
Washington
$353K +$349K +1,669 New
BP
1183
BWM Planning
Texas
$351K +$419 +2 +0.1%
JCM
1184
Jag Capital Management
Missouri
$351K
FMWA
1185
Forvis Mazars Wealth Advisors
Missouri
$350K +$66.8K +319 +24%
NEPWA
1186
New England Private Wealth Advisors
Massachusetts
$349K +$3.14K +15 +0.9%
I
1187
INVST
Indiana
$348K -$34.3K -164 -9%
DWP
1188
Daymark Wealth Partners
Ohio
$346K -$85.8K -410 -20%
SB
1189
Semitam Bonam
New York
$345K
FB
1190
Finward Bancorp
Indiana
$344K
PWMAG
1191
Pinnacle Wealth Management Advisory Group
New Jersey
$344K +$209 +1 +0.1%
AC
1192
Annandale Capital
Texas
$344K
GKWIM
1193
Gerber Kawasaki Wealth & Investment Management
California
$343K -$55.7K -266 -14%
ETC
1194
Exchange Traded Concepts
Oklahoma
$341K -$22K -105 -6%
OPAM
1195
Ocean Park Asset Management
California
$341K -$22K -105 -6%
NCTC
1196
New Covenant Trust Company
Indiana
$341K -$718K -3,431 -68%
WJA
1197
Willis Johnson & Associates
Texas
$341K
NAS
1198
Nicolet Advisory Services
Wisconsin
$340K -$28.9K -138 -8%
SIC
1199
Sterling Investment Counsel
New York
$338K +$358K +1,708 New
MIM
1200
Marco Investment Management
Georgia
$337K -$15.7K -75 -4%