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Vanguard Small-Cap Value ETF

1,541 hedge funds and large institutions have $17.6B invested in Vanguard Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 563 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: $ → $

less funds holding

Funds holding:

0.53% less ownership

Funds ownership: 56.68%56.15% (-0.53%)

2% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 572

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,541
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
SC
176
Sepio Capital
Utah
$11.1M
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$11.1M
FOFP
178
Fee-Only Financial Planning
South Carolina
$11M
William Blair & Company
179
William Blair & Company
Illinois
$10.9M
LSA
180
Lansing Street Advisors
Pennsylvania
$10.8M
FCM
181
Firestone Capital Management
Florida
$10.8M
SCM
182
Steele Capital Management
Iowa
$10.7M
VAS
183
Vestmark Advisory Solutions
Massachusetts
$10.6M
HCMT
184
Highland Capital Management (Tennessee)
Tennessee
$10.5M
JIC
185
Joel Isaacson & Co
New York
$10.5M
BCIM
186
Bishop & Co Investment Management
Pennsylvania
$10.4M
GFA
187
Gladwyn Financial Advisors
Virginia
$10.4M
CA
188
Capital Advantage
California
$10.4M
CIA
189
Concurrent Investment Advisors
Florida
$10.4M
LI
190
LMCG Investments
Massachusetts
$10.4M
FWP
191
Family Wealth Partners
North Carolina
$10.3M
CI
192
CX Institutional
Indiana
$10.1M
ODA
193
One Degree Advisors
California
$10.1M
KPWS
194
Kestra Private Wealth Services
Texas
$9.89M
JC
195
JBGlobal.com
New York
$9.74M
CPA
196
Cardiff Park Advisors
California
$9.73M
PA
197
Parallel Advisors
California
$9.72M
SFG
198
Sage Financial Group
Pennsylvania
$9.66M
IC
199
IEQ Capital
California
$9.62M
FFP
200
Forbes Financial Planning
Rhode Island
$9.54M