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Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSG
1576
Helen Stephens Group
Texas
RMDI
1577
R.M. Davis Inc
Maine
DP
1578
Dearborn Partners
Illinois
WG
1579
Wealth Group
North Carolina
FMTC
1580
Farmers & Merchants Trust Company
California
HWA
1581
Heritage Wealth Architects
Minnesota
TL
1582
Tradewinds LLC
North Carolina
HWMC
1583
Heritage Wealth Management (California)
California
WP
1584
Westmount Partners
California
AWM
1585
Ameliora Wealth Management
Switzerland
AFS
1586
Anderson Financial Strategies
Ohio
Chevy Chase Trust
1587
Chevy Chase Trust
Maryland
FFA
1588
First Foundation Advisors
California
WPW
1589
Watershed Private Wealth
Illinois
PFP
1590
Paragon Financial Partners
California
RCP
1591
Rothschild Capital Partners
New York
FFP
1592
Freedom Financial Partners
Minnesota
NSAM
1593
North Star Asset Management
Wisconsin
KWS
1594
Keystone Wealth Services
California
CCWM
1595
Cassaday & Co Wealth Management
Virginia
WMN
1596
Wealth Management Nebraska
Nebraska
FA
1597
FSA Advisors
Michigan
BAM
1598
BTS Asset Management
Massachusetts
IJWM
1599
Inman Jager Wealth Management
Mississippi
WIM
1600
Warwick Investment Management
Texas