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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
CT
1226
Colonial Trust
South Carolina
$265K
BLFG
1227
Brian Low Financial Group
Louisiana
$264K
CCIA
1228
Cherry Creek Investment Advisors
Colorado
$264K
TL
1229
Tradewinds LLC
North Carolina
$263K
CCFM
1230
Clear Creek Financial Management
Washington
$262K
NWAG
1231
Net Worth Advisory Group
Utah
$262K
SPWM
1232
Schrum Private Wealth Management
Florida
$261K
WFA
1233
Wells Financial Advisors
Massachusetts
$261K
TFM
1234
TFC Financial Management
Massachusetts
$259K
SAM
1235
Summit Asset Management
Tennessee
$259K
BWP
1236
Balboa Wealth Partners
Arizona
$258K
GWANC
1237
Guardian Wealth Advisors (North Carolina)
North Carolina
$258K
LCM
1238
Liberty Capital Management
Michigan
$258K
DWM
1239
Dakota Wealth Management
Florida
$258K
KDA
1240
Kraft Davis & Associates
Missouri
$257K
MLA
1241
MB, Levis & Associates
Pennsylvania
$257K
PPC
1242
Park Place Capital
Alabama
$257K
CA
1243
Claris Advisors
Missouri
$256K
FHC
1244
First Heartland Consultants
Missouri
$254K
LRPA
1245
L. Roy Papp & Associates
Arizona
$253K
WAG
1246
Winthrop Advisory Group
Massachusetts
$253K
TF
1247
Tandem Financial
Colorado
$253K
BFG
1248
Berger Financial Group
Minnesota
$251K
CA
1249
Crewe Advisors
Utah
$250K
IDA
1250
Intelligence Driven Advisers
California
$249K