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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
PPC
1576
Pennington Partners & Co
Maryland
CNTOF
1577
Canandaigua National Trust of Florida
New York
KIM
1578
Kestra Investment Management
Texas
FAIM
1579
Financial Advocates Investment Management
Washington
VBWMG
1580
Von Berge Wealth Management Group
California
PCM
1581
Peirce Capital Management
Texas
CDWM
1582
Campbell Deegan Wealth Management
Virginia
GPW
1583
Gray Private Wealth
Massachusetts
AO
1584
Advisor OS
Illinois
KFSN
1585
Keystone Financial Services (Nebraska)
Nebraska
SOWAS
1586
Silver Oak Wealth Advisors Services
California
IAG
1587
Ipsen Advisor Group
Arkansas
SW
1588
Schulz Wealth
Texas
SAM
1589
Smithbridge Asset Management
Pennsylvania
RWA
1590
River Wealth Advisors
Pennsylvania
MPW
1591
MASECO Private Wealth
WA
1592
Whipplewood Advisors
Colorado
SO
1593
Sierra Ocean
California
TIM
1594
Total Investment Management
Arizona
BIG
1595
Brooklyn Investment Group
New York
TLA
1596
Tanglewood Legacy Advisors
Texas
BCMLT
1597
Beacon Capital Management LLC (Tennessee)
Tennessee
FCAS
1598
First Command Advisory Services
Texas
WH
1599
Wallace Hart
Kentucky
CPA
1600
Compass Planning Associates
Massachusetts