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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
CFO
1351
Colony Family Offices
North Carolina
$145K
APW
1352
Atlantic Private Wealth
North Carolina
$140K
TIM
1353
Thompson Investment Management
Wisconsin
$133K
CCM
1354
Cloud Capital Management
Washington
$131K
Lazard Asset Management
1355
Lazard Asset Management
New York
$127K
FMB
1356
Field & Main Bank
Kentucky
$125K
GI
1357
GAMMA Investing
California
$124K
LI
1358
LRI Investments
Florida
$123K
JFGIW
1359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K
1L
1360
10Elms LLP
Oklahoma
$117K
BL
1361
BFSG LLC
California
$114K
OFG
1362
Oxford Financial Group
Indiana
$112K
Qube Research & Technologies (QRT)
1363
Qube Research & Technologies (QRT)
United Kingdom
$109K
WPA
1364
West Paces Advisors
Georgia
$108K
BCPWM
1365
Bradley & Co Private Wealth Management
Florida
$106K
FC
1366
Fairscale Capital
New Hampshire
$105K
WWM
1367
Wagner Wealth Management
South Carolina
$105K
SFC
1368
SYM Financial Corp
Indiana
$104K
HIIFS
1369
Harel Insurance Investments & Financial Services
Israel
$104K
HB
1370
Horizon Bancorp
Indiana
$103K
KFP
1371
Keener Financial Planning
Texas
$97K
FLP
1372
Financial Life Planners
Arizona
$91.8K
GWP
1373
Gen-Wealth Partners
Michigan
$91.2K
S
1374
Sachetta
Massachusetts
$90.8K
ANBT
1375
American National Bank & Trust
Texas
$90.8K