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Vanguard Small-Cap Value ETF

1,651 hedge funds and large institutions have $18.8B invested in Vanguard Small-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 652 increasing their positions, 512 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $2.35M

147% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 75

27% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 512

12% more funds holding in top 10

Funds holding in top 10: 92103 (+11)

6% more capital invested

Capital invested by funds: $17.8B → $18.8B (+$1.02B)

5% more funds holding

Funds holding: 1,5701,651 (+81)

1.08% more ownership

Funds ownership: 56.89%57.97% (+1.1%)

Holders
1,651
Holders Change
+81
Holders Change %
+5.16%
% of All Funds
20.09%
Holding in Top 10
103
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.96%
% of All Funds
1.25%
New
185
Increased
652
Reduced
512
Closed
75
Calls
$11.7M
Puts
$2.35M
Net Calls
+$9.32M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
176
Center for Financial Planning
Michigan
$12.1M -$152K -724 -1%
PWM
177
Praetorian Wealth Management
California
$12.1M +$101K +484 +0.9%
AFG
178
Atomi Financial Group
New York
$12.1M -$419K -2,001 -3%
SFP
179
Shepherd Financial Partners
Massachusetts
$11.9M -$499K -2,384 -4%
VC
180
Veery Capital
Delaware
$11.6M +$141K +673 +1%
WBG
181
Wharton Business Group
Pennsylvania
$11.5M -$133K -633 -1%
CA
182
Capital Advantage
California
$11.5M +$912K +4,354 +9%
SC
183
Sepio Capital
Utah
$11.4M +$99.5K +475 +0.9%
PFPG
184
Pinnacle Financial Partners (Georgia)
Georgia
$11.3M +$11.2M +53,487 New
FOFP
185
Fee-Only Financial Planning
South Carolina
$11.2M -$36.4K -174 -0.3%
SCM
186
Steele Capital Management
Iowa
$11.1M +$257K +1,227 +2%
FFP
187
Forbes Financial Planning
Rhode Island
$11.1M +$1.45M +6,920 +15%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$11M -$389K -1,856 -3%
LSA
189
Lansing Street Advisors
Pennsylvania
$10.9M -$20.1K -96 -0.2%
FCM
190
Fourpath Capital Management
Oklahoma
$10.9M -$1.44M -6,897 -12%
FCM
191
Firestone Capital Management
Florida
$10.8M -$90.2K -431 -0.8%
CIA
192
Concurrent Investment Advisors
Florida
$10.8M +$275K +1,313 +3%
JIC
193
Joel Isaacson & Co
New York
$10.7M +$88.1K +421 +0.8%
GFA
194
Gladwyn Financial Advisors
Virginia
$10.7M +$160K +765 +2%
HCMT
195
Highland Capital Management (Tennessee)
Tennessee
$10.7M -$41.5K -198 -0.4%
ODA
196
One Degree Advisors
California
$10.6M +$327K +1,563 +3%
BCIM
197
Bishop & Co Investment Management
Pennsylvania
$10.6M -$7.75K -37 -0.1%
CI
198
CX Institutional
Indiana
$10.6M +$260K +1,242 +3%
M&T Bank
199
M&T Bank
New York
$10.5M -$1.16M -5,519 -10%
BIP
200
Brandes Investment Partners
California
$10.4M +$9.97M +47,633 +3,661%