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Vanguard Small-Cap Value ETF

1,554 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 117 funds opening new positions, 569 increasing their positions, 575 reducing their positions, and 78 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 funds holding

Funds holding:

0.1% more ownership

Funds ownership: 56.78%56.89% (+0.1%)

1% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 575

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

Holders
1,554
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
WBG
176
Wharton Business Group
Pennsylvania
$11.4M
WIC
177
Willis Investment Counsel
Georgia
$11.4M
VC
178
Veery Capital
Delaware
$11.3M
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$11.2M
SC
180
Sepio Capital
Utah
$11.1M
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$11.1M
FOFP
182
Fee-Only Financial Planning
South Carolina
$11M
William Blair & Company
183
William Blair & Company
Illinois
$10.9M
LSA
184
Lansing Street Advisors
Pennsylvania
$10.8M
FCM
185
Firestone Capital Management
Florida
$10.8M
SCM
186
Steele Capital Management
Iowa
$10.7M
VAS
187
Vestmark Advisory Solutions
Massachusetts
$10.6M
HCMT
188
Highland Capital Management (Tennessee)
Tennessee
$10.5M
JIC
189
Joel Isaacson & Co
New York
$10.5M
BCIM
190
Bishop & Co Investment Management
Pennsylvania
$10.4M
GFA
191
Gladwyn Financial Advisors
Virginia
$10.4M
CA
192
Capital Advantage
California
$10.4M
CIA
193
Concurrent Investment Advisors
Florida
$10.4M
LI
194
LMCG Investments
Massachusetts
$10.4M
FWP
195
Family Wealth Partners
North Carolina
$10.3M
CI
196
CX Institutional
Indiana
$10.1M
ODA
197
One Degree Advisors
California
$10.1M
KPWS
198
Kestra Private Wealth Services
Texas
$9.89M
JC
199
JBGlobal.com
New York
$9.74M
CPA
200
Cardiff Park Advisors
California
$9.73M