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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
SRCM
1451
Signature Resources Capital Management
California
$22.3K
NECFA
1452
New England Capital Financial Advisors
Connecticut
$22.1K
ECM
1453
EMC Capital Management
Texas
$21K
MG
1454
MilWealth Group
Wisconsin
$20.9K
BC
1455
Broadwater Capital
Massachusetts
$20.9K
TF
1456
Tompkins Financial
New York
$20.2K
WIM
1457
Westside Investment Management
California
$20.2K
AFG
1458
Albion Financial Group
Utah
$19K
PWMG
1459
Private Wealth Management Group
New Jersey
$19K
VWM
1460
Valley Wealth Managers
New Jersey
$18.3K
VNA
1461
Valley National Advisers
Pennsylvania
$18K
MFC
1462
Morris Financial Concepts
South Carolina
$17.9K
BAM
1463
Bellevue Asset Management
Washington
$17.7K
PA
1464
Pineridge Advisors
Missouri
$17.3K
LWMI
1465
Legacy Wealth Management (Idaho)
Idaho
$16.9K
ZBNA
1466
Zions Bancorporation, National Association
Utah
$16.3K
MSG
1467
Main Street Group
Virginia
$15.4K
BDPWM
1468
Barnes Dennig Private Wealth Management
Ohio
$15.2K
DJSG
1469
D.J. St. Germain
Massachusetts
$14.6K
ACM
1470
Anfield Capital Management
California
$13.1K
CB
1471
CNB Bank
Pennsylvania
$13.1K
DWS
1472
Dynamic Wealth Strategies
California
$13.1K
RBC
1473
Roble Belko & Company
Pennsylvania
$13K
FLFS
1474
Family Legacy Financial Solutions
North Carolina
$12.7K
MWP
1475
MYCIO Wealth Partners
Pennsylvania
$12K