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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
ALWM
1276
Andrews Lucia Wealth Management
California
$242K
HBW
1277
Hazlett, Burt & Watson
West Virginia
$241K
WEG
1278
World Equity Group
Illinois
$240K
SL
1279
Salomon & Ludwin
Virginia
$239K
IIL
1280
Insight Inv LLC
California
$239K
AIC
1281
Archer Investment Corporation
Indiana
$238K
MSAM
1282
Moloney Securities Asset Management
Missouri
$237K
CWM
1283
Connecticut Wealth Management
Connecticut
$235K
DWM
1284
Defined Wealth Management
Oregon
$234K
NFA
1285
Northern Financial Advisors
Michigan
$234K
LFA
1286
Lauterbach Financial Advisors
Texas
$233K
PFS
1287
Prospect Financial Services
New York
$233K
AG
1288
AmeriFlex Group
Nevada
$233K
CGPCS
1289
Capital Group Private Client Services
California
$231K
BC
1290
Burney Company
Virginia
$231K
SAW
1291
Signal Advisors Wealth
Michigan
$230K
JGIA
1292
Jackson Grant Investment Advisers
Connecticut
$230K
RH
1293
RFG Holdings
Texas
$229K
IWN
1294
Independent Wealth Network
Iowa
$229K
RIP
1295
RAM Investment Partners
Washington
$229K
ACM
1296
Advisors Capital Management
New Jersey
$229K
SC
1297
Stephens Consulting
Michigan
$228K
THL
1298
Tillman Hartley LLC
Colorado
$227K
LA
1299
Legacy Advisors
Pennsylvania
$227K
HIW
1300
Holos Integrated Wealth
Pennsylvania
$227K