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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
P
126
&Partners
Tennessee
$17.3M
BF
127
Brooklyn FI
New York
$17.1M
GIM
128
Glenmede Investment Management
Pennsylvania
$17M
SFA
129
Sequoia Financial Advisors
Ohio
$16.9M
HC
130
Hillman Company
Pennsylvania
$16.4M
PLU
131
Performa Ltd (US)
South Carolina
$16.2M
FC
132
Family CFO
California
$16M
LWP
133
LMG Wealth Partners
Louisiana
$15.8M
DADC
134
D.A. Davidson & Co
Montana
$15.5M
QIM
135
Quest Investment Management
Oregon
$15.5M
CWM
136
Capital Wealth Management
Rhode Island
$15.5M
SPIA
137
Steward Partners Investment Advisory
New York
$15.4M
PPW
138
Presilium Private Wealth
Pennsylvania
$15.4M
BEI
139
Benjamin Edwards Inc
Missouri
$15.1M
TW
140
Traveka Wealth
California
$14.9M
MWM
141
Meridian Wealth Management
Kentucky
$14.7M
AI
142
Arvest Investments
Arkansas
$14.7M
CCA
143
Checchi Capital Advisers
California
$14.5M
SP
144
Symmetry Partners
Connecticut
$14.4M
TWM
145
Tradition Wealth Management
Minnesota
$14.4M
BDF
146
Black Diamond Financial
Maryland
$14.4M
BCWM
147
Bartlett & Co Wealth Management
Ohio
$14.3M
JCM
148
Jacobsen Capital Management
Utah
$14.2M
PFM
149
Phillips Financial Management
Indiana
$14.2M
TYCC
150
Texas Yale Capital Corp
Florida
$14.2M