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Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HC
126
Hillman Company
Pennsylvania
$15.3M
PLU
127
Performa Ltd (US)
South Carolina
$15.1M
RFS
128
Retirement Financial Solutions
Tennessee
$15M
TW
129
Traveka Wealth
California
$14.9M
SPIA
130
Steward Partners Investment Advisory
New York
$14.8M
FC
131
Family CFO
California
$14.8M
LWP
132
LMG Wealth Partners
Louisiana
$14.7M
BF
133
Brooklyn FI
New York
$14.5M
QIM
134
Quest Investment Management
Oregon
$14.5M
BEI
135
Benjamin Edwards Inc
Missouri
$14.3M
CWM
136
Capital Wealth Management
Rhode Island
$14.2M
CWM
137
Congress Wealth Management
Massachusetts
$14.2M
PPW
138
Presilium Private Wealth
Pennsylvania
$14.1M
JCM
139
Jacobsen Capital Management
Utah
$13.9M
BCWM
140
Bartlett & Co Wealth Management
Ohio
$13.8M
TWM
141
Tradition Wealth Management
Minnesota
$13.7M
P
142
&Partners
Tennessee
$13.7M
AI
143
Arvest Investments
Arkansas
$13.6M
PFM
144
Phillips Financial Management
Indiana
$13.3M
TYCC
145
Texas Yale Capital Corp
Florida
$13.2M
MWM
146
Meridian Wealth Management
Kentucky
$13.1M
AC
147
Apella Capital
Connecticut
$12.8M
PGFC
148
Peapack-Gladstone Financial Corp
New Jersey
$12.5M
ASN
149
Advisory Services Network
Georgia
$12.4M
AA
150
Ancora Advisors
Ohio
$12.3M