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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
MWA
1326
Meridian Wealth Advisors
Texas
$208K
RIL
1327
Rothschild Investment LLC
Illinois
$207K
NEWAS
1328
N.E.W. Advisory Services
Wisconsin
$207K
CA
1329
Crumly & Associates
Illinois
$206K
AIS
1330
Accredited Investor Services
Minnesota
$205K
TC
1331
TAGStone Capital
North Carolina
$205K
FFP
1332
Freedom Financial Partners
Minnesota
$204K
WWWM
1333
White Wing Wealth Management
Texas
$204K
HSWM
1334
Hubbell Strickland Wealth Management
Louisiana
$204K
WB
1335
West Bancorporation
Iowa
$204K
MAS
1336
Meeder Advisory Services
Ohio
$203K
LGWM
1337
Litman Gregory Wealth Management
California
$203K
EIG
1338
Ellenbecker Investment Group
Wisconsin
$202K
AWM
1339
Abound Wealth Management
Tennessee
$202K
WFA
1340
WMG Financial Advisors
Tennessee
$202K
AWA
1341
Aquire Wealth Advisors
Utah
$201K
JA
1342
JVL Associates
Michigan
$201K
SIS
1343
Sound Income Strategies
Florida
$192K
FPB
1344
First PREMIER Bank
South Dakota
$190K
BFS
1345
Bare Financial Services
Pennsylvania
$182K
OA
1346
Operose Advisors
Wisconsin
$181K
AWM
1347
Angeles Wealth Management
California
$178K
MSWM
1348
Mowery & Schoenfeld Wealth Management
Illinois
$176K
W
1349
WealthCollab
Washington
$171K
KSB
1350
Kennebec Savings Bank
Maine
$171K