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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
MSAM
1276
Moloney Securities Asset Management
Missouri
$237K
CWM
1277
Connecticut Wealth Management
Connecticut
$235K
DWM
1278
Defined Wealth Management
Oregon
$234K
NFA
1279
Northern Financial Advisors
Michigan
$234K
LFA
1280
Lauterbach Financial Advisors
Texas
$233K
PFS
1281
Prospect Financial Services
New York
$233K
AG
1282
AmeriFlex Group
Nevada
$233K
CGPCS
1283
Capital Group Private Client Services
California
$231K
BC
1284
Burney Company
Virginia
$231K
SAW
1285
Signal Advisors Wealth
Michigan
$230K
JGIA
1286
Jackson Grant Investment Advisers
Connecticut
$230K
RH
1287
RFG Holdings
Texas
$229K
IWN
1288
Independent Wealth Network
Iowa
$229K
RIP
1289
RAM Investment Partners
Washington
$229K
ACM
1290
Advisors Capital Management
New Jersey
$229K
SC
1291
Stephens Consulting
Michigan
$228K
THL
1292
Tillman Hartley LLC
Colorado
$227K
LA
1293
Legacy Advisors
Pennsylvania
$227K
HIW
1294
Holos Integrated Wealth
Pennsylvania
$227K
SVWAG
1295
Sound View Wealth Advisors Group
Georgia
$226K
WCAMG
1296
Woodard & Company Asset Management Group
North Carolina
$225K
GK
1297
Graney & King
New York
$225K
PIN
1298
Prudent Investors Network
California
$224K
CWP
1299
Core Wealth Partners
California
$224K
BBHC
1300
Brown Brothers Harriman & Co
New York
$224K