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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
SCI
101
Silver Coast Investments
United States
$23.9M
Natixis Advisors
102
Natixis Advisors
Massachusetts
$23.6M
SWM
103
Shakespeare Wealth Management
Wisconsin
$23.3M
TWP
104
Total Wealth Planning
Ohio
$22.7M
FA
105
Fiducient Advisors
Illinois
$22.2M
AI
106
Atria Investments
North Carolina
$22.2M
WMWM
107
Whitaker-Myers Wealth Managers
Ohio
$21M
BW
108
Balance Wealth
Ohio
$21M
PIFP
109
Partners in Financial Planning
Virginia
$20.9M
BPA
110
Beacon Pointe Advisors
California
$20.8M
PP
111
PDS Planning
Ohio
$20.7M
CT
112
Coastline Trust
Rhode Island
$20.3M
EF
113
Empowered Funds
Pennsylvania
$20.1M
AW
114
Avion Wealth
Texas
$19.6M
AWM
115
Avior Wealth Management
Nebraska
$19.5M
TFP
116
TrueWealth Financial Partners
Washington
$19.5M
Kovitz Investment Group Partners
117
Kovitz Investment Group Partners
Illinois
$18.8M
JIC
118
Johnson Investment Counsel
Ohio
$18.1M
GFA
119
Gallagher Fiduciary Advisors
Illinois
$18M
SIM
120
Studio Investment Management
Illinois
$17.9M
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$17.8M
SIA
122
Strategic Investment Advisors
Michigan
$17.6M
MFG
123
Marmo Financial Group
Tennessee
$17.6M
P
124
&Partners
Tennessee
$17.3M
BF
125
Brooklyn FI
New York
$17.1M