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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
VC
176
Veery Capital
Delaware
$11.3M
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$11.2M
SC
178
Sepio Capital
Utah
$11.1M
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$11.1M
FOFP
180
Fee-Only Financial Planning
South Carolina
$11M
William Blair & Company
181
William Blair & Company
Illinois
$10.9M
LSA
182
Lansing Street Advisors
Pennsylvania
$10.8M
FCM
183
Firestone Capital Management
Florida
$10.8M
SCM
184
Steele Capital Management
Iowa
$10.7M
VAS
185
Vestmark Advisory Solutions
Massachusetts
$10.6M
HCMT
186
Highland Capital Management (Tennessee)
Tennessee
$10.5M
JIC
187
Joel Isaacson & Co
New York
$10.5M
BCIM
188
Bishop & Co Investment Management
Pennsylvania
$10.4M
GFA
189
Gladwyn Financial Advisors
Virginia
$10.4M
CA
190
Capital Advantage
California
$10.4M
CIA
191
Concurrent Investment Advisors
Florida
$10.4M
LI
192
LMCG Investments
Massachusetts
$10.4M
FWP
193
Family Wealth Partners
North Carolina
$10.3M
CI
194
CX Institutional
Indiana
$10.1M
ODA
195
One Degree Advisors
California
$10.1M
KPWS
196
Kestra Private Wealth Services
Texas
$9.89M
JC
197
JBGlobal.com
New York
$9.74M
CPA
198
Cardiff Park Advisors
California
$9.73M
PA
199
Parallel Advisors
California
$9.72M
SFG
200
Sage Financial Group
Pennsylvania
$9.66M