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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
GWSG
1201
GPS Wealth Strategies Group
Colorado
$296K
RBFC
1202
Roman Butler Fullerton & Co
Missouri
$296K
YWM
1203
Yoder Wealth Management
California
$296K
HAS
1204
Holland Advisory Services
Florida
$295K
HAP
1205
Harbor Asset Planning
Massachusetts
$294K
EK
1206
Evensky & Katz
Florida
$293K
WHCI
1207
W.H. Cornerstone Investments
Massachusetts
$292K
PFG
1208
PAX Financial Group
Texas
$292K
IC
1209
Iconiq Capital
California
$292K
CAM
1210
Creekmur Asset Management
Illinois
$290K
IAIM
1211
International Assets Investment Management
Florida
$289K
VCM
1212
Vivaldi Capital Management
Illinois
$289K
MIA
1213
Milestone Investment Advisors
Wisconsin
$285K
WAM
1214
WNY Asset Management
New York
$283K
PA
1215
Paragon Advisors
Texas
$283K
GSWM
1216
Golden State Wealth Management
California
$281K
SIA
1217
Stegner Investment Associates
Kentucky
$281K
RCAG
1218
Rehmann Capital Advisory Group
Michigan
$281K
DP
1219
Dearborn Partners
Illinois
$279K
FMWA
1220
Forvis Mazars Wealth Advisors
Missouri
$278K
LB
1221
Legacy Bridge
Iowa
$277K
HL
1222
HeadInvest LLC
Maine
$277K
HFA
1223
Hippocratic Financial Advisors
California
$276K
CCWM
1224
Cassaday & Co Wealth Management
Virginia
$275K
GHAM
1225
Gilman Hill Asset Management
Connecticut
$275K