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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
SFM
1401
Systematic Financial Management
New Jersey
$61.3K
AF
1402
Alerus Financial
North Dakota
$57.2K
TPBG
1403
Turning Point Benefit Group
Maryland
$54.3K
CIAS
1404
CBIZ Investment Advisory Services
Ohio
$51.8K
ITIM
1405
Indiana Trust & Investment Management
Indiana
$51.1K
IWP
1406
IAG Wealth Partners
Wisconsin
$51.1K
Barclays
1407
Barclays
United Kingdom
$50.1K
PCM
1408
Perritt Capital Management
Illinois
$50.1K
SIC
1409
Salem Investment Counselors
North Carolina
$48.6K
HCM
1410
Horrell Capital Management
Arkansas
$48.4K
T
1411
Tidemark
California
$48K
VWM
1412
Vermillion Wealth Management
Minnesota
$48K
PAM
1413
Palisade Asset Management
Minnesota
$47.6K
TCM
1414
Triumph Capital Management
Colorado
$47.6K
BOJHT
1415
Bank of Jackson Hole Trust
Wyoming
$47K
JHCP
1416
Jackson Hole Capital Partners
Oklahoma
$44.9K
BBPWM
1417
Blue Bell Private Wealth Management
Pennsylvania
$44.7K
KFPC
1418
KERR FINANCIAL PLANNING Corp
California
$43.2K
RA
1419
Rise Advisors
New York
$43K
HFS
1420
Hantz Financial Services
Michigan
$43K
JFA
1421
JNBA Financial Advisors
Minnesota
$42.6K
EB
1422
Eastern Bank
Massachusetts
$42.4K
OCM
1423
Orion Capital Management
California
$40.9K
CFS
1424
Compass Financial Services
Iowa
$40.9K
MEG
1425
Millstone Evans Group
Colorado
$40.5K