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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
BFA
1376
Beaumont Financial Advisors
Massachusetts
$226K +$11.7K +56 +6%
ACM
1377
Advisors Capital Management
New Jersey
$225K -$6.7K -32 -3%
FFM
1378
Forum Financial Management
Illinois
$225K
CB
1379
Centennial Bank
Arkansas
$224K -$105K -500 -32%
SIG
1380
Sargent Investment Group
Maryland
$224K +$222K +1,060 New
WPW
1381
Winthrop Partners - WNY
New York
$224K +$222K +1,058 New
CSA
1382
Cottage Street Advisors
Massachusetts
$223K +$221K +1,055 New
IRAG
1383
Investment Research & Advisory Group
Georgia
$223K +$1.88K +9 +0.9%
WA
1384
WPG Advisers
Maryland
$223K +$1.47K +7 +0.7%
PWP
1385
Perfromance Wealth Partners
Illinois
$223K
NG
1386
Northstar Group
New York
$220K +$838 +4 +0.4%
NS
1387
NBC Securities
Alabama
$220K +$8.59K +41 +4%
SAM
1388
Satovsky Asset Management
New York
$220K +$1.68K +8 +0.8%
EL
1389
EWA LLC
Pennsylvania
$218K +$216K +1,032 New
WA
1390
Winter & Associates
Minnesota
$218K +$216K +1,030 New
PAM
1391
Peak Asset Management
Colorado
$218K +$215K +1,027 New
SSWM
1392
Smith Salley Wealth Management
North Carolina
$218K
EIG
1393
Ellenbecker Investment Group
Wisconsin
$217K +$11.5K +55 +6%
WP
1394
Westmount Partners
California
$217K
LA
1395
Lifeworks Advisors
Michigan
$216K -$1.47K -7 -0.7%
SPWM
1396
Straight Path Wealth Management
Michigan
$216K +$213K +1,018 New
SWA
1397
Serenus Wealth Advisors
California
$215K +$2.93K +14 +1%
RCP
1398
Rothschild Capital Partners
New York
$215K +$213K +1,016 New
MAM
1399
McLean Asset Management
Virginia
$214K -$579K -2,765 -74%
IAG
1400
Investment Advisory Group
Massachusetts
$214K