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Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
1201
Harvest Investment Services
Illinois
$286K
AWM
1202
Austin Wealth Management
Texas
$284K
CAM
1203
Columbia Asset Management
Michigan
$284K
GAG
1204
GM Advisory Group
New York
$284K
JWM
1205
Jeppson Wealth Management
California
$284K
RBFC
1206
Roman Butler Fullerton & Co
Missouri
$284K
PAS
1207
PKS Advisory Services
New York
$283K
IAIM
1208
International Assets Investment Management
Florida
$283K
LA
1209
LexAurum Advisors
Kansas
$282K
SFG
1210
Snider Financial Group
Washington
$280K
LCM
1211
Lazari Capital Management
California
$279K
SFMG
1212
Sage Financial Management Group
Virginia
$278K
KFGK
1213
Keystone Financial Group (Kentucky)
Kentucky
$277K
DWM
1214
DecisionMap Wealth Management
Virginia
$277K
HCM
1215
Hollencrest Capital Management
California
$277K
YWM
1216
Yoder Wealth Management
California
$276K
GLA
1217
Good Life Advisors
Pennsylvania
$276K
BC
1218
Burney Company
Virginia
$275K
CAM
1219
Creekmur Asset Management
Illinois
$274K
BLFG
1220
Brian Low Financial Group
Louisiana
$274K
KCM
1221
Kanawha Capital Management
Virginia
$274K
HAS
1222
Holland Advisory Services
Florida
$274K
EK
1223
Evensky & Katz
Florida
$273K
FC
1224
Forte Capital
New York
$273K
IC
1225
Iconiq Capital
California
$273K