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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
LWMI
1476
Legacy Wealth Management (Idaho)
Idaho
$16.9K
NWMP
1477
Noble Wealth Management PBC
Colorado
$16.7K
ZBNA
1478
Zions Bancorporation, National Association
Utah
$16.3K
MSG
1479
Main Street Group
Virginia
$15.4K
BDPWM
1480
Barnes Dennig Private Wealth Management
Ohio
$15.2K
DJSG
1481
D.J. St. Germain
Massachusetts
$14.6K
ACM
1482
Anfield Capital Management
California
$13.1K
DWS
1483
Dynamic Wealth Strategies
California
$13.1K
CB
1484
CNB Bank
Pennsylvania
$13.1K
RBC
1485
Roble Belko & Company
Pennsylvania
$13K
FLFS
1486
Family Legacy Financial Solutions
North Carolina
$12.7K
MWP
1487
MYCIO Wealth Partners
Pennsylvania
$12K
DF
1488
Dunhill Financial
United Kingdom
$11.5K
TAM
1489
Tucker Asset Management
Colorado
$11.3K
FWA
1490
Flagship Wealth Advisors
Massachusetts
$11.1K
GG
1491
Gleason Group
Kentucky
$10.9K
MA
1492
MCF Advisors
Kentucky
$10.5K
NFSG
1493
Newbridge Financial Services Group
Florida
$10.4K
DCM
1494
Davis Capital Management
Florida
$10.4K
FFA
1495
Frazier Financial Advisors
Ohio
$10.4K
FFWM
1496
Future Financial Wealth Management
Ohio
$10.2K
NWM
1497
Navigoe Wealth Management
California
$10K
VWA
1498
Valued Wealth Advisors
Utah
$9.99K
BWM
1499
Bernard Wealth Management
Michigan
$9.81K
MSWA
1500
Marshall & Sterling Wealth Advisors
New York
$9.74K