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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
FWM
1501
FSA Wealth Management
Massachusetts
$6.21K
FC
1502
Financial Consulate
Maryland
$5.84K
HFS
1503
Hughes Financial Services
Virginia
$5.81K
RJA
1504
Ross\Johnson & Associates
Minnesota
$5.78K
GPFA
1505
Game Plan Financial Advisors
Ohio
$5.45K
PWA
1506
Provenance Wealth Advisors
Florida
$5.31K
KHC
1507
Koesten Hirschmann & Crabtree
Kansas
$5.29K
HI
1508
Horizon Investments
North Carolina
$4.59K
CBT
1509
Crews Bank & Trust
Florida
$4.38K
WAS
1510
Winch Advisory Services
Wisconsin
$4.17K
HIA
1511
HFM Investment Advisors
New Jersey
$4.13K
CAM
1512
Costello Asset Management
Pennsylvania
$4.13K
PWMG
1513
Prestige Wealth Management Group
New Jersey
$3.98K
HPC
1514
HM Payson & Co
Maine
$3.97K
SNB
1515
Security National Bank
Nebraska
$3.96K
AWM
1516
Activest Wealth Management
Florida
$3.96K
FIM
1517
FWL Investment Management
Texas
$3.55K
RPCA
1518
Running Point Capital Advisors
California
$3.34K
MBFW
1519
Morton Brown Family Wealth
Pennsylvania
$3.34K
CMP
1520
Coston McIsaac & Partners
Maine
$3K
NRWA
1521
North Ridge Wealth Advisors
Oregon
$2.97K
OC
1522
Oakworth Capital
Alabama
$2.92K
GTAM
1523
Global Trust Asset Management
Florida
$2.82K
AWA
1524
American Wealth Advisors
Georgia
$2.8K
CPBTD
1525
Central Pacific Bank - Trust Division
Hawaii
$2.71K