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Vanguard Small-Cap Value ETF

1,542 hedge funds and large institutions have $16.6B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 509 increasing their positions, 613 reducing their positions, and 82 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: $ → $

0.67% less ownership

Funds ownership: 57.29%56.62% (-0.67%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 613

Holders
1,542
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
SWM
101
Shakespeare Wealth Management
Wisconsin
$21.4M
TWP
102
Total Wealth Planning
Ohio
$21M
FA
103
Fiducient Advisors
Illinois
$20.7M
AWAG
104
ARS Wealth Advisors Group
Florida
$20.2M
AI
105
Atria Investments
North Carolina
$20.1M
BPA
106
Beacon Pointe Advisors
California
$19.8M
PIFP
107
Partners in Financial Planning
Virginia
$19.6M
PP
108
PDS Planning
Ohio
$19.5M
Natixis Advisors
109
Natixis Advisors
Massachusetts
$19.5M
CT
110
Coastline Trust
Rhode Island
$19.1M
AWA
111
Aaron Wealth Advisors
Illinois
$18.8M
AW
112
Avion Wealth
Texas
$18.4M
SIM
113
Studio Investment Management
Illinois
$18.3M
AAS
114
Avantax Advisory Services
Texas
$18.3M
WMWM
115
Whitaker-Myers Wealth Managers
Ohio
$18.2M
Kovitz Investment Group Partners
116
Kovitz Investment Group Partners
Illinois
$18.2M
AWM
117
Avior Wealth Management
Nebraska
$18.1M
TFP
118
TrueWealth Financial Partners
Washington
$17.3M
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$17.3M
GFA
120
Gallagher Fiduciary Advisors
Illinois
$17M
SIA
121
Strategic Investment Advisors
Michigan
$16.7M
EF
122
Empowered Funds
Pennsylvania
$16.6M
JIC
123
Johnson Investment Counsel
Ohio
$16.4M
SFA
124
Sequoia Financial Advisors
Ohio
$15.9M
GIM
125
Glenmede Investment Management
Pennsylvania
$15.7M