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Vanguard Small-Cap Value ETF

1,554 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, 569 increasing their positions, 575 reducing their positions, and 78 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:

0.1% more ownership

Funds ownership: 56.78%56.89% (+0.1%)

1% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 575

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,554
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
BOJHT
1426
Bank of Jackson Hole Trust
Wyoming
$47K
JHCP
1427
Jackson Hole Capital Partners
Oklahoma
$44.9K
BBPWM
1428
Blue Bell Private Wealth Management
Pennsylvania
$44.7K
KFP
1429
Kerr Financial Planning
California
$43.2K
RA
1430
Rise Advisors
New York
$43K
HFS
1431
Hantz Financial Services
Michigan
$43K
JFA
1432
JNBA Financial Advisors
Minnesota
$42.6K
EB
1433
Eastern Bank
Massachusetts
$42.4K
OCM
1434
Orion Capital Management
California
$40.9K
CFS
1435
Compass Financial Services
Iowa
$40.9K
MEG
1436
Millstone Evans Group
Colorado
$40.5K
PS
1437
Pinney & Scofield
Massachusetts
$40.1K
MPCG
1438
Matrix Private Capital Group
New York
$39.8K
HWA
1439
Heritage Wealth Advisors
Virginia
$38.2K
FRA
1440
Front Row Advisors
California
$37.1K
RPA
1441
Redwood Park Advisors
California
$36.9K
FGAM
1442
Financial Gravity Asset Management
Texas
$35.5K
OP
1443
ORG Partners
Indiana
$34.2K
TFG
1444
Team Financial Group
California
$32.6K
BCM
1445
Blume Capital Management
California
$31.9K
T
1446
Transce3nd
Texas
$30.1K
DAM
1447
Delta Asset Management
Tennessee
$29.8K
BL
1448
Balentine LLC
Georgia
$29.4K
WA
1449
Westfuller Advisors
New York
$28.9K
RWS
1450
Retirement Wealth Solutions
Wisconsin
$26.5K