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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
GIM
126
Glenmede Investment Management
Pennsylvania
$17M
SFA
127
Sequoia Financial Advisors
Ohio
$16.9M
HC
128
Hillman Company
Pennsylvania
$16.4M
PLU
129
Performa Ltd (US)
South Carolina
$16.2M
FC
130
Family CFO
California
$16M
LWP
131
LMG Wealth Partners
Louisiana
$15.8M
DADC
132
D.A. Davidson & Co
Montana
$15.5M
QIM
133
Quest Investment Management
Oregon
$15.5M
CWM
134
Capital Wealth Management
Rhode Island
$15.5M
SPIA
135
Steward Partners Investment Advisory
New York
$15.4M
PPW
136
Presilium Private Wealth
Pennsylvania
$15.4M
BEI
137
Benjamin Edwards Inc
Missouri
$15.1M
TW
138
Traveka Wealth
California
$14.9M
MWM
139
Meridian Wealth Management
Kentucky
$14.7M
AI
140
Arvest Investments
Arkansas
$14.7M
CCA
141
Checchi Capital Advisers
California
$14.5M
SP
142
Symmetry Partners
Connecticut
$14.4M
TWM
143
Tradition Wealth Management
Minnesota
$14.4M
BDF
144
Black Diamond Financial
Maryland
$14.4M
BCWM
145
Bartlett & Co Wealth Management
Ohio
$14.3M
JCM
146
Jacobsen Capital Management
Utah
$14.2M
PFM
147
Phillips Financial Management
Indiana
$14.2M
TYCC
148
Texas Yale Capital Corp
Florida
$14.2M
PGFC
149
Peapack-Gladstone Financial Corp
New Jersey
$13.9M
Bank of New York Mellon
150
Bank of New York Mellon
New York
$13.9M