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Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
1301
Jackson Grant Investment Advisers
Connecticut
$213K
WCAMG
1302
Woodard & Company Asset Management Group
North Carolina
$211K
SOWAS
1303
Silver Oak Wealth Advisors Services
California
$211K
GK
1304
Graney & King
New York
$210K
PIN
1305
Prudent Investors Network
California
$210K
CWP
1306
Core Wealth Partners
California
$209K
PWP
1307
Perfromance Wealth Partners
Illinois
$209K
IWN
1308
Independent Wealth Network
Iowa
$208K
OFG
1309
Omega Financial Group
California
$206K
SVWAG
1310
Sound View Wealth Advisors Group
Georgia
$204K
NG
1311
Northstar Group
New York
$204K
PFGIA
1312
Patriot Financial Group Insurance Agency
Massachusetts
$203K
IAG
1313
Ipsen Advisor Group
Arkansas
$203K
WA
1314
WPG Advisers
Maryland
$203K
SW
1315
Schulz Wealth
Texas
$203K
CF
1316
Copperwynd Financial
Arizona
$202K
GC
1317
GatePass Capital
Ohio
$202K
BFA
1318
Beaumont Financial Advisors
Massachusetts
$202K
KFI
1319
Key Financial Inc
Pennsylvania
$201K
SAM
1320
Smithbridge Asset Management
Pennsylvania
$201K
LA
1321
Lifeworks Advisors
Michigan
$201K
SAM
1322
Satovsky Asset Management
New York
$200K
RWA
1323
River Wealth Advisors
Pennsylvania
$200K
CB
1324
Community Bank
New York
$195K
ATC
1325
Advantage Trust Company
Kansas
$195K