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Vanguard Small-Cap Value ETF

1,544 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 116 funds opening new positions, 566 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: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 1,5471,544 (-3)

1% less repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,544
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
FCAS
1601
First Command Advisory Services
Texas
WH
1602
Wallace Hart
Kentucky
CPA
1603
Compass Planning Associates
Massachusetts
PSFG
1604
Park Square Financial Group
Georgia
MIA
1605
MeadowBrook Investment Advisors
Michigan
POIA
1606
Pin Oak Investment Advisors
Texas
CSWG
1607
Cardinal Strategic Wealth Guidance
Kentucky
TCM
1608
Traub Capital Management
Massachusetts
BMM
1609
Berkshire Money Management
Massachusetts
FMP
1610
Financial Management Professionals
Texas
TPWA
1611
Twin Peaks Wealth Advisors
California
MAWAG
1612
Mid-American Wealth Advisory Group
Missouri
BPAMU
1613
BTG Pactual Asset Management US
New York
HWP
1614
Highline Wealth Partners
California
EWA
1615
Elevate Wealth Advisory
Georgia
DWA
1616
Delos Wealth Advisors
Texas
YP
1617
YANKCOM Partnership
South Dakota
Fuller & Thaler Asset Management
1618
Fuller & Thaler Asset Management
California
DIP
1619
DT Investment Partners
Pennsylvania
KIG
1620
Kessler Investment Group
Indiana
HR
1621
Howe & Rusling
New York
NWM
1622
Nova Wealth Management
Florida
FW
1623
Fairway Wealth
Ohio