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Vanguard Small-Cap Value ETF

1,562 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, 573 increasing their positions, 579 reducing their positions, and 76 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:

0.15% more ownership

Funds ownership: 56.71%56.86% (+0.15%)

1% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 579

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,562
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 +$42.8M
2 +$38.9M
3 +$25.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$25.3M
5
BW
Balance Wealth
Ohio
+$20.5M

Top Sellers

1 -$48.3M
2 -$37.8M
3 -$32M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$30.3M
5
Betterment LLC
Betterment LLC
New York
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1351
Bare Financial Services
Pennsylvania
$182K
OA
1352
Operose Advisors
Wisconsin
$181K
AWM
1353
Angeles Wealth Management
California
$178K
MSWM
1354
Mowery & Schoenfeld Wealth Management
Illinois
$176K
W
1355
WealthCollab
Washington
$171K
KSB
1356
Kennebec Savings Bank
Maine
$171K
AIA
1357
Arcadia Investment Advisors
Idaho
$169K
NRC
1358
New Republic Capital
North Carolina
$168K
PG
1359
Proffitt & Goodson
Tennessee
$163K
DI
1360
DAGCO Inc
Ohio
$161K
ME
1361
McIlrath & Eck
Washington
$159K
SGK
1362
Steigerwald Gordon & Koch
Virginia
$158K
AA
1363
Addison Advisors
Vermont
$158K
GEA
1364
Glen Eagle Advisors
New Jersey
$156K
Kayne Anderson Rudnick Investment Management
1365
Kayne Anderson Rudnick Investment Management
California
$155K
HHGA
1366
Halbert Hargrove Global Advisors
California
$150K
CW
1367
Curio Wealth
Maryland
$147K
CFO
1368
Colony Family Offices
North Carolina
$145K
APW
1369
Atlantic Private Wealth
North Carolina
$140K
TIM
1370
Thompson Investment Management
Wisconsin
$133K
MCM
1371
MV Capital Management
Maryland
$132K
CCM
1372
Cloud Capital Management
Washington
$131K
Lazard Asset Management
1373
Lazard Asset Management
New York
$127K
FMB
1374
Field & Main Bank
Kentucky
$125K
GI
1375
GAMMA Investing
California
$124K