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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
BIP
1226
Brandes Investment Partners
California
$272K
FFA
1227
Founders Financial Alliance
North Carolina
$270K
WQ
1228
Wealth Quarterback
New Jersey
$269K
BMWS
1229
Brady Martz Wealth Solutions
North Dakota
$268K
SIMG
1230
Sonora Investment Management Group
Arizona
$267K
MPAM
1231
Murphy Pohlad Asset Management
Minnesota
$267K
APW
1232
Axim Planning & Wealth
Ohio
$265K
RFP
1233
RCS Financial Planning
Maryland
$265K
TA
1234
TruWealth Advisors
Louisiana
$265K
PCH
1235
PGIM Custom Harvest
New Jersey
$265K
CT
1236
Colonial Trust
South Carolina
$265K
BLFG
1237
Brian Low Financial Group
Louisiana
$264K
CCIA
1238
Cherry Creek Investment Advisors
Colorado
$264K
TL
1239
Tradewinds LLC
North Carolina
$263K
CCFM
1240
Clear Creek Financial Management
Washington
$262K
NWAG
1241
Net Worth Advisory Group
Utah
$262K
SPWM
1242
Schrum Private Wealth Management
Florida
$261K
WFA
1243
Wells Financial Advisors
Massachusetts
$261K
TFM
1244
TFC Financial Management
Massachusetts
$259K
SAM
1245
Summit Asset Management
Tennessee
$259K
BWP
1246
Balboa Wealth Partners
Arizona
$258K
GWANC
1247
Guardian Wealth Advisors (North Carolina)
North Carolina
$258K
LCM
1248
Liberty Capital Management
Michigan
$258K
DWM
1249
Dakota Wealth Management
Florida
$258K
KDA
1250
Kraft Davis & Associates
Missouri
$257K