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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
Bank of New York Mellon
151
Bank of New York Mellon
New York
$13.9M
BTIM
152
BancFirst Trust & Investment Management
Oklahoma
$13.7M
VFG
153
Victory Financial Group
Texas
$13.7M
ASN
154
Advisory Services Network
Georgia
$13.4M
AC
155
Apella Capital
Connecticut
$13.4M
AA
156
Ancora Advisors
Ohio
$13.3M
MCM
157
MAI Capital Management
Ohio
$13.1M
HWM
158
HB Wealth Management
Georgia
$12.9M
WAM
159
Weinberger Asset Management
California
$12.7M
PCML
160
Payne Capital Management, LLC
New York
$12.6M
BWFA
161
Baltimore-Washington Financial Advisors
Maryland
$12.6M
FSWA
162
Financial Synergies Wealth Advisors
Texas
$12.4M
AFG
163
Atomi Financial Group
New York
$12.3M
JE
164
JMAC Enterprises
Pennsylvania
$12.2M
SFP
165
Shepherd Financial Partners
Massachusetts
$12.2M
CTWM
166
Cherry Tree Wealth Management
Minnesota
$12.2M
FCM
167
Fourpath Capital Management
Oklahoma
$12.2M
CFFP
168
Center for Financial Planning
Michigan
$12.1M
FPW
169
Flywheel Private Wealth
California
$12M
ES
170
Eagle Strategies
New York
$11.9M
PWM
171
Praetorian Wealth Management
California
$11.8M
PFA
172
Pure Financial Advisors
California
$11.7M
M&T Bank
173
M&T Bank
New York
$11.5M
WBG
174
Wharton Business Group
Pennsylvania
$11.4M
WIC
175
Willis Investment Counsel
Georgia
$11.4M