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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
BF
126
Brooklyn FI
New York
$17.1M
GIM
127
Glenmede Investment Management
Pennsylvania
$17M
SFA
128
Sequoia Financial Advisors
Ohio
$16.9M
HC
129
Hillman Company
Pennsylvania
$16.4M
PLU
130
Performa Ltd (US)
South Carolina
$16.2M
FC
131
Family CFO
California
$16M
LWP
132
LMG Wealth Partners
Louisiana
$15.8M
DADC
133
D.A. Davidson & Co
Montana
$15.5M
QIM
134
Quest Investment Management
Oregon
$15.5M
CWM
135
Capital Wealth Management
Rhode Island
$15.5M
SPIA
136
Steward Partners Investment Advisory
New York
$15.4M
PPW
137
Presilium Private Wealth
Pennsylvania
$15.4M
BEI
138
Benjamin Edwards Inc
Missouri
$15.1M
TW
139
Traveka Wealth
California
$14.9M
MWM
140
Meridian Wealth Management
Kentucky
$14.7M
AI
141
Arvest Investments
Arkansas
$14.7M
CCA
142
Checchi Capital Advisers
California
$14.5M
SP
143
Symmetry Partners
Connecticut
$14.4M
TWM
144
Tradition Wealth Management
Minnesota
$14.4M
BDF
145
Black Diamond Financial
Maryland
$14.4M
BCWM
146
Bartlett & Co Wealth Management
Ohio
$14.3M
JCM
147
Jacobsen Capital Management
Utah
$14.2M
PFM
148
Phillips Financial Management
Indiana
$14.2M
TYCC
149
Texas Yale Capital Corp
Florida
$14.2M
PGFC
150
Peapack-Gladstone Financial Corp
New Jersey
$13.9M