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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
HPIA
1451
Hamilton Point Investment Advisors
North Carolina
$26K
MAM
1452
Marquette Asset Management
Minnesota
$25.9K
BFPW
1453
BOK Financial Private Wealth
Colorado
$25.8K
UFPG
1454
United Financial Planning Group
New York
$25K
CSC
1455
Caldwell Sutter Capital
California
$24.6K
LFA
1456
LGT Financial Advisors
Texas
$24.4K
LAMC
1457
Longview Asset Management (California)
California
$24.2K
CTB
1458
Country Trust Bank
Illinois
$23.8K
CT
1459
Clearstead Trust
Maine
$23.4K
FG
1460
Fairman Group
Pennsylvania
$23.1K
RLIM
1461
Red Lighthouse Investment Management
New York
$23K
SRCM
1462
Signature Resources Capital Management
California
$22.3K
NECFA
1463
New England Capital Financial Advisors
Connecticut
$22.1K
ECM
1464
EMC Capital Management
Texas
$21K
MG
1465
MilWealth Group
Wisconsin
$20.9K
BC
1466
Broadwater Capital
Massachusetts
$20.9K
TF
1467
Tompkins Financial
New York
$20.2K
WIM
1468
Westside Investment Management
California
$20.2K
AFG
1469
Albion Financial Group
Utah
$19K
PWMG
1470
Private Wealth Management Group
New Jersey
$19K
VWM
1471
Valley Wealth Managers
New Jersey
$18.3K
VNA
1472
Valley National Advisers
Pennsylvania
$18K
MFC
1473
Morris Financial Concepts
South Carolina
$17.9K
BAM
1474
Bellevue Asset Management
Washington
$17.7K
PA
1475
Pineridge Advisors
Missouri
$17.3K