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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
SIA
1201
Stegner Investment Associates
Kentucky
$281K
RCAG
1202
Rehmann Capital Advisory Group
Michigan
$281K
DP
1203
Dearborn Partners
Illinois
$279K
FMWA
1204
Forvis Mazars Wealth Advisors
Missouri
$278K
LB
1205
Legacy Bridge
Iowa
$277K
HL
1206
HeadInvest LLC
Maine
$277K
HFA
1207
Hippocratic Financial Advisors
California
$276K
CCWM
1208
Cassaday & Co Wealth Management
Virginia
$275K
GHAM
1209
Gilman Hill Asset Management
Connecticut
$275K
MPCL
1210
My Personal CFO LLC
Washington
$274K
FWMP
1211
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$274K
PCM
1212
Passive Capital Management
Maryland
$273K
CCA
1213
Cobblestone Capital Advisors
New York
$273K
AWMS
1214
Advocacy Wealth Management Services
Georgia
$272K
AWA
1215
Amplius Wealth Advisors
Pennsylvania
$272K
BIP
1216
Brandes Investment Partners
California
$272K
FFA
1217
Founders Financial Alliance
North Carolina
$270K
WQ
1218
Wealth Quarterback
New Jersey
$269K
BMWS
1219
Brady Martz Wealth Solutions
North Dakota
$268K
SIMG
1220
Sonora Investment Management Group
Arizona
$267K
MPAM
1221
Murphy Pohlad Asset Management
Minnesota
$267K
APW
1222
Axim Planning & Wealth
Ohio
$265K
RFP
1223
RCS Financial Planning
Maryland
$265K
TA
1224
TruWealth Advisors
Louisiana
$265K
PCH
1225
PGIM Custom Harvest
New Jersey
$265K