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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
HCA
1251
Harbour Capital Advisors
Virginia
$248K
KFI
1252
Key Financial Inc
Pennsylvania
$247K
SWM
1253
SilverOak Wealth Management
Minnesota
$246K
AWM
1254
Accel Wealth Management
Iowa
$246K
BWL
1255
Bogart Wealth LLC
Virginia
$246K
PAIM
1256
Punch & Associates Investment Management
Minnesota
$245K
SFS
1257
Strategic Financial Services
New York
$243K
EFG
1258
Ehrlich Financial Group
California
$243K
GC
1259
Gilbert & Cook
Iowa
$242K
ALWM
1260
Andrews Lucia Wealth Management
California
$242K
HBW
1261
Hazlett, Burt & Watson
West Virginia
$241K
WEG
1262
World Equity Group
Illinois
$240K
SL
1263
Salomon & Ludwin
Virginia
$239K
IIL
1264
Insight Inv LLC
California
$239K
AIC
1265
Archer Investment Corporation
Indiana
$238K
MSAM
1266
Moloney Securities Asset Management
Missouri
$237K
CWM
1267
Connecticut Wealth Management
Connecticut
$235K
DWM
1268
Defined Wealth Management
Oregon
$234K
NFA
1269
Northern Financial Advisors
Michigan
$234K
LFA
1270
Lauterbach Financial Advisors
Texas
$233K
PFS
1271
Prospect Financial Services
New York
$233K
AG
1272
AmeriFlex Group
Nevada
$233K
CGPCS
1273
Capital Group Private Client Services
California
$231K
BC
1274
Burney Company
Virginia
$231K
SAW
1275
Signal Advisors Wealth
Michigan
$230K