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Vanguard Small-Cap Value ETF

1,544 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 116 funds opening new positions, 566 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: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 1,5471,544 (-3)

1% less repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,544
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
BIA
101
BHK Investment Advisors
Alabama
$24.3M
SCI
102
Silver Coast Investments
United States
$23.9M
Natixis Advisors
103
Natixis Advisors
Massachusetts
$23.6M
SWM
104
Shakespeare Wealth Management
Wisconsin
$23.3M
TWP
105
Total Wealth Planning
Ohio
$22.7M
FA
106
Fiducient Advisors
Illinois
$22.2M
AI
107
Atria Investments
North Carolina
$22.2M
WMWM
108
Whitaker-Myers Wealth Managers
Ohio
$21M
BW
109
Balance Wealth
Ohio
$21M
PIFP
110
Partners in Financial Planning
Virginia
$20.9M
BPA
111
Beacon Pointe Advisors
California
$20.8M
PP
112
PDS Planning
Ohio
$20.7M
CT
113
Coastline Trust
Rhode Island
$20.3M
EF
114
Empowered Funds
Pennsylvania
$20.1M
AW
115
Avion Wealth
Texas
$19.6M
AWM
116
Avior Wealth Management
Nebraska
$19.5M
TFP
117
TrueWealth Financial Partners
Washington
$19.5M
Kovitz Investment Group Partners
118
Kovitz Investment Group Partners
Illinois
$18.8M
JIC
119
Johnson Investment Counsel
Ohio
$18.1M
GFA
120
Gallagher Fiduciary Advisors
Illinois
$18M
SIM
121
Studio Investment Management
Illinois
$17.9M
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$17.8M
SIA
123
Strategic Investment Advisors
Michigan
$17.6M
MFG
124
Marmo Financial Group
Tennessee
$17.6M
P
125
&Partners
Tennessee
$17.3M