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Vanguard Small-Cap Value ETF

1,562 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, 573 increasing their positions, 579 reducing their positions, and 76 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:

0.15% more ownership

Funds ownership: 56.71%56.86% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 579

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,562
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 +$42.8M
2 +$38.9M
3 +$25.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.3M
5
BW
Balance Wealth
Ohio
+$20.5M

Top Sellers

1 -$48.3M
2 -$37.8M
3 -$32M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.3M
5
Betterment LLC
Betterment LLC
New York
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1251
Summit Asset Management
Tennessee
$259K
BWP
1252
Balboa Wealth Partners
Arizona
$258K
GWANC
1253
Guardian Wealth Advisors (North Carolina)
North Carolina
$258K
LCM
1254
Liberty Capital Management
Michigan
$258K
DWM
1255
Dakota Wealth Management
Florida
$258K
KDA
1256
Kraft Davis & Associates
Missouri
$257K
MLA
1257
MB, Levis & Associates
Pennsylvania
$257K
PPC
1258
Park Place Capital
Alabama
$257K
CA
1259
Claris Advisors
Missouri
$256K
FHC
1260
First Heartland Consultants
Missouri
$254K
LRPA
1261
L. Roy Papp & Associates
Arizona
$253K
WAG
1262
Winthrop Advisory Group
Massachusetts
$253K
TF
1263
Tandem Financial
Colorado
$253K
BFG
1264
Berger Financial Group
Minnesota
$251K
CA
1265
Crewe Advisors
Utah
$250K
IDA
1266
Intelligence Driven Advisers
California
$249K
HCA
1267
Harbour Capital Advisors
Virginia
$248K
KFI
1268
Key Financial Inc
Pennsylvania
$247K
SWM
1269
SilverOak Wealth Management
Minnesota
$246K
AWM
1270
Accel Wealth Management
Iowa
$246K
BWL
1271
Bogart Wealth LLC
Virginia
$246K
PAIM
1272
Punch & Associates Investment Management
Minnesota
$245K
SFS
1273
Strategic Financial Services
New York
$243K
EFG
1274
Ehrlich Financial Group
California
$243K
GC
1275
Gilbert & Cook
Iowa
$242K