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Vanguard Small-Cap Value ETF

1,544 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 116 funds opening new positions, 566 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: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 1,5471,544 (-3)

1% less repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,544
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
Kayne Anderson Rudnick Investment Management
1351
Kayne Anderson Rudnick Investment Management
California
$155K
HHGA
1352
Halbert Hargrove Global Advisors
California
$150K
CW
1353
Curio Wealth
Maryland
$147K
CFO
1354
Colony Family Offices
North Carolina
$145K
APW
1355
Atlantic Private Wealth
North Carolina
$140K
TIM
1356
Thompson Investment Management
Wisconsin
$133K
CCM
1357
Cloud Capital Management
Washington
$131K
Lazard Asset Management
1358
Lazard Asset Management
New York
$127K
FMB
1359
Field & Main Bank
Kentucky
$125K
GI
1360
GAMMA Investing
California
$124K
LI
1361
LRI Investments
Florida
$123K
JFGIW
1362
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K
1L
1363
10Elms LLP
Oklahoma
$117K
BL
1364
BFSG LLC
California
$114K
OFG
1365
Oxford Financial Group
Indiana
$112K
Qube Research & Technologies (QRT)
1366
Qube Research & Technologies (QRT)
United Kingdom
$109K
WPA
1367
West Paces Advisors
Georgia
$108K
BCPWM
1368
Bradley & Co Private Wealth Management
Florida
$106K
FC
1369
Fairscale Capital
New Hampshire
$105K
WWM
1370
Wagner Wealth Management
South Carolina
$105K
SFC
1371
SYM Financial Corp
Indiana
$104K
HIIFS
1372
Harel Insurance Investments & Financial Services
Israel
$104K
HB
1373
Horizon Bancorp
Indiana
$103K
KFP
1374
Keener Financial Planning
Texas
$97K
FLP
1375
Financial Life Planners
Arizona
$91.8K