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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
EWA
1301
Encompass Wealth Advisors
Oregon
$212K
CICC
1302
Capital Investment Counsel (Colorado)
Colorado
$212K
AIA
1303
AIMZ Investment Advisors
California
$212K
GC
1304
GatePass Capital
Ohio
$211K
BFA
1305
Beaumont Financial Advisors
Massachusetts
$211K
IAG
1306
Investment Advisory Group
Massachusetts
$210K
PRTG
1307
Post Resch Tallon Group
New York
$210K
SWA
1308
Serenus Wealth Advisors
California
$209K
ATC
1309
Advantage Trust Company
Kansas
$209K
UBV
1310
United Bank (Virginia)
Virginia
$209K
EP
1311
Essential Planning
New Hampshire
$209K
NS
1312
NBC Securities
Alabama
$208K
MWM
1313
Manske Wealth Management
Texas
$208K
RIM
1314
RW Investment Management
Idaho
$208K
MWA
1315
Meridian Wealth Advisors
Texas
$208K
RIL
1316
Rothschild Investment LLC
Illinois
$207K
NEWAS
1317
N.E.W. Advisory Services
Wisconsin
$207K
CA
1318
Crumly & Associates
Illinois
$206K
AIS
1319
Accredited Investor Services
Minnesota
$205K
TC
1320
TAGStone Capital
North Carolina
$205K
FFP
1321
Freedom Financial Partners
Minnesota
$204K
WWWM
1322
White Wing Wealth Management
Texas
$204K
HSWM
1323
Hubbell Strickland Wealth Management
Louisiana
$204K
WB
1324
West Bancorporation
Iowa
$204K
MAS
1325
Meeder Advisory Services
Ohio
$203K