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Vanguard Small-Cap Value ETF

1,543 hedge funds and large institutions have $16.6B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 509 increasing their positions, 613 reducing their positions, and 83 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: $ → $

0.67% less ownership

Funds ownership: 57.29%56.62% (-0.67%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 613

Holders
1,543
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
FMTC
1576
Farmers & Merchants Trust Company
California
HWA
1577
Heritage Wealth Architects
Minnesota
TL
1578
Tradewinds LLC
North Carolina
HWMC
1579
Heritage Wealth Management (California)
California
WP
1580
Westmount Partners
California
AWM
1581
Ameliora Wealth Management
Switzerland
AFS
1582
Anderson Financial Strategies
Ohio
Chevy Chase Trust
1583
Chevy Chase Trust
Maryland
FFA
1584
First Foundation Advisors
California
WPW
1585
Watershed Private Wealth
Illinois
PFP
1586
Paragon Financial Partners
California
RCP
1587
Rothschild Capital Partners
New York
FFP
1588
Freedom Financial Partners
Minnesota
NSAM
1589
North Star Asset Management
Wisconsin
KWS
1590
Keystone Wealth Services
California
CCWM
1591
Cassaday & Co Wealth Management
Virginia
WMN
1592
Wealth Management Nebraska
Nebraska
FA
1593
FSA Advisors
Michigan
BAM
1594
BTS Asset Management
Massachusetts
IJWM
1595
Inman Jager Wealth Management
Mississippi
WIM
1596
Warwick Investment Management
Texas
TCPG
1597
Trivant Custom Portfolio Group
California
MIM
1598
Marshall Investment Management
Colorado
LCM
1599
Logan Capital Management
Pennsylvania
TCM
1600
TD Capital Management
Tennessee