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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
FFM
1301
Forum Financial Management
Illinois
$222K
OFG
1302
Omega Financial Group
California
$222K
PWP
1303
Perfromance Wealth Partners
Illinois
$219K
WA
1304
WPG Advisers
Maryland
$218K
IRAG
1305
Investment Research & Advisory Group
Georgia
$218K
NG
1306
Northstar Group
New York
$216K
LA
1307
Lifeworks Advisors
Michigan
$215K
SAM
1308
Satovsky Asset Management
New York
$215K
WP
1309
Westmount Partners
California
$215K
SSWM
1310
Smith Salley Wealth Management
North Carolina
$214K
PIA
1311
Pinion Investment Advisors
Kansas
$213K
EWA
1312
Encompass Wealth Advisors
Oregon
$212K
CICC
1313
Capital Investment Counsel (Colorado)
Colorado
$212K
AIA
1314
AIMZ Investment Advisors
California
$212K
GC
1315
GatePass Capital
Ohio
$211K
BFA
1316
Beaumont Financial Advisors
Massachusetts
$211K
IAG
1317
Investment Advisory Group
Massachusetts
$210K
PRTG
1318
Post Resch Tallon Group
New York
$210K
SWA
1319
Serenus Wealth Advisors
California
$209K
ATC
1320
Advantage Trust Company
Kansas
$209K
UBV
1321
United Bank (Virginia)
Virginia
$209K
EP
1322
Essential Planning
New Hampshire
$209K
NS
1323
NBC Securities
Alabama
$208K
MWM
1324
Manske Wealth Management
Texas
$208K
RIM
1325
RW Investment Management
Idaho
$208K