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Vanguard Small-Cap Value ETF

1,651 hedge funds and large institutions have $18.8B invested in Vanguard Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 652 increasing their positions, 512 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $2.35M

147% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 75

27% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 512

12% more funds holding in top 10

Funds holding in top 10: 92103 (+11)

6% more capital invested

Capital invested by funds: $17.8B → $18.8B (+$1.02B)

5% more funds holding

Funds holding: 1,5701,651 (+81)

1.08% more ownership

Funds ownership: 56.89%57.97% (+1.1%)

Holders
1,651
Holders Change
+81
Holders Change %
+5.16%
% of All Funds
20.09%
Holding in Top 10
103
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.96%
% of All Funds
1.25%
New
185
Increased
652
Reduced
512
Closed
75
Calls
$11.7M
Puts
$2.35M
Net Calls
+$9.32M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
1301
Schrum Private Wealth Management
Florida
$265K
RBC
1302
Roble Belko & Company
Pennsylvania
$263K +$247K +1,179 +1,842%
TFM
1303
TFC Financial Management
Massachusetts
$263K +$628 +3 +0.2%
BWP
1304
Balboa Wealth Partners
Arizona
$263K +$628 +3 +0.2%
TSMHT
1305
Thurston Springer Miller Herd & Titak
Indiana
$262K +$258K +1,234 +30,850%
WAG
1306
Winthrop Advisory Group
Massachusetts
$262K +$6.49K +31 +3%
IIA
1307
Integral Investment Advisors
California
$262K -$78.5K -375 -23%
AFC
1308
Ares Financial Consulting
California
$262K +$259K +1,236 New
LA
1309
Legacy Advisors
Pennsylvania
$262K +$31.4K +150 +14%
KFI
1310
Key Financial Inc
Pennsylvania
$261K +$11.3K +54 +5%
GWANC
1311
Guardian Wealth Advisors (North Carolina)
North Carolina
$261K
PPC
1312
Park Place Capital
Alabama
$261K +$419 +2 +0.2%
APW
1313
Axim Planning & Wealth
Ohio
$261K -$8.38K -40 -3%
LRPA
1314
L. Roy Papp & Associates
Arizona
$260K +$2.3K +11 +0.9%
LCM
1315
Liberty Capital Management
Michigan
$259K -$2.3K -11 -0.9%
LHP
1316
Lexington Hill Partners
Texas
$258K +$255K +1,219 New
ME
1317
McIlrath & Eck
Washington
$258K +$95.9K +458 +60%
FCM
1318
Fell Capital Management
California
$256K +$253K +1,208 New
PAIM
1319
Punch & Associates Investment Management
Minnesota
$256K +$7.33K +35 +3%
IDA
1320
Intelligence Driven Advisers
California
$255K +$2.51K +12 +1%
TA
1321
TruWealth Advisors
Louisiana
$255K -$13.8K -66 -5%
HCA
1322
Harbour Capital Advisors
Virginia
$255K
BFG
1323
Berger Financial Group
Minnesota
$254K +$209 +1 +0.1%
HBW
1324
Hazlett, Burt & Watson
West Virginia
$254K +$9.84K +47 +4%
CA
1325
Crewe Advisors
Utah
$254K