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Vanguard Small-Cap Value ETF

1,544 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 116 funds opening new positions, 566 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: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 1,5471,544 (-3)

1% less repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,544
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
CT
1451
Clearstead Trust
Maine
$23.4K
FG
1452
Fairman Group
Pennsylvania
$23.1K
RLIM
1453
Red Lighthouse Investment Management
New York
$23K
SRCM
1454
Signature Resources Capital Management
California
$22.3K
NECFA
1455
New England Capital Financial Advisors
Connecticut
$22.1K
ECM
1456
EMC Capital Management
Texas
$21K
MG
1457
MilWealth Group
Wisconsin
$20.9K
BC
1458
Broadwater Capital
Massachusetts
$20.9K
TF
1459
Tompkins Financial
New York
$20.2K
WIM
1460
Westside Investment Management
California
$20.2K
AFG
1461
Albion Financial Group
Utah
$19K
PWMG
1462
Private Wealth Management Group
New Jersey
$19K
VWM
1463
Valley Wealth Managers
New Jersey
$18.3K
VNA
1464
Valley National Advisers
Pennsylvania
$18K
MFC
1465
Morris Financial Concepts
South Carolina
$17.9K
BAM
1466
Bellevue Asset Management
Washington
$17.7K
PA
1467
Pineridge Advisors
Missouri
$17.3K
LWMI
1468
Legacy Wealth Management (Idaho)
Idaho
$16.9K
ZBNA
1469
Zions Bancorporation, National Association
Utah
$16.3K
MSG
1470
Main Street Group
Virginia
$15.4K
BDPWM
1471
Barnes Dennig Private Wealth Management
Ohio
$15.2K
DJSG
1472
D.J. St. Germain
Massachusetts
$14.6K
ACM
1473
Anfield Capital Management
California
$13.1K
CB
1474
CNB Bank
Pennsylvania
$13.1K
DWS
1475
Dynamic Wealth Strategies
California
$13.1K