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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
BTIM
151
BancFirst Trust & Investment Management
Oklahoma
$12.3M
HWM
152
HB Wealth Management
Georgia
$12M
VFG
153
Victory Financial Group
Texas
$12M
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$11.9M
DADC
155
D.A. Davidson & Co
Montana
$11.8M
SFP
156
Shepherd Financial Partners
Massachusetts
$11.7M
WAM
157
Weinberger Asset Management
California
$11.6M
FSWA
158
Financial Synergies Wealth Advisors
Texas
$11.6M
Bank of New York Mellon
159
Bank of New York Mellon
New York
$11.6M
GC
160
Garde Capital
Washington
$11.5M
SCM
161
Steele Capital Management
Iowa
$11.5M
CFFP
162
Center for Financial Planning
Michigan
$11.4M
MWA
163
Moser Wealth Advisors
Washington
$11.4M
M&T Bank
164
M&T Bank
New York
$11.3M
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$11.3M
CTWM
166
Cherry Tree Wealth Management
Minnesota
$11.2M
AFG
167
Atomi Financial Group
New York
$11.2M
JE
168
JMAC Enterprises
Pennsylvania
$11.1M
AIP
169
Almanack Investment Partners
Pennsylvania
$11M
WBG
170
Wharton Business Group
Pennsylvania
$11M
PWM
171
Praetorian Wealth Management
California
$11M
CCA
172
Checchi Capital Advisers
California
$10.8M
SC
173
Sepio Capital
Utah
$10.7M
WIC
174
Willis Investment Counsel
Georgia
$10.6M
PFA
175
Pure Financial Advisors
California
$10.6M