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Vanguard Small-Cap Value ETF

1,554 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, 569 increasing their positions, 575 reducing their positions, and 78 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:

0.1% more ownership

Funds ownership: 56.78%56.89% (+0.1%)

1% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 575

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,554
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
WHCI
1201
W.H. Cornerstone Investments
Massachusetts
$292K
PFG
1202
PAX Financial Group
Texas
$292K
IC
1203
Iconiq Capital
California
$292K
CAM
1204
Creekmur Asset Management
Illinois
$290K
IAIM
1205
International Assets Investment Management
Florida
$289K
VCM
1206
Vivaldi Capital Management
Illinois
$289K
MIA
1207
Milestone Investment Advisors
Wisconsin
$285K
WAM
1208
WNY Asset Management
New York
$283K
PA
1209
Paragon Advisors
Texas
$283K
GSWM
1210
Golden State Wealth Management
California
$281K
SIA
1211
Stegner Investment Associates
Kentucky
$281K
RCAG
1212
Rehmann Capital Advisory Group
Michigan
$281K
DP
1213
Dearborn Partners
Illinois
$279K
FMWA
1214
Forvis Mazars Wealth Advisors
Missouri
$278K
LB
1215
Legacy Bridge
Iowa
$277K
HL
1216
HeadInvest LLC
Maine
$277K
HFA
1217
Hippocratic Financial Advisors
California
$276K
CCWM
1218
Cassaday & Co Wealth Management
Virginia
$275K
GHAM
1219
Gilman Hill Asset Management
Connecticut
$275K
MPCL
1220
My Personal CFO LLC
Washington
$274K
FWMP
1221
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$274K
PCM
1222
Passive Capital Management
Maryland
$273K
CCA
1223
Cobblestone Capital Advisors
New York
$273K
AWMS
1224
Advocacy Wealth Management Services
Georgia
$272K
AWA
1225
Amplius Wealth Advisors
Pennsylvania
$272K