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Vanguard Small-Cap Value ETF

1,547 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 510 increasing their positions, 615 reducing their positions, and 84 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 57.34%56.68% (-0.66%)

7% less funds holding in top 10

Funds holding in top 10: 10497 (-7)

17% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 615

Holders
1,547
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$605K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$9.15M
CPA
202
Cardiff Park Advisors
California
$9.09M
EWA
203
EP Wealth Advisors
California
$9.04M
ODA
204
One Degree Advisors
California
$9.03M
PP
205
Prosperity Planning
Missouri
$8.93M
SFG
206
Sage Financial Group
Pennsylvania
$8.93M
PFP
207
Pinnacle Financial Partners
Tennessee
$8.79M
FFP
208
Forbes Financial Planning
Rhode Island
$8.69M
FWI
209
Facet Wealth Inc
Maryland
$8.68M
DC
210
Davenport & Co
Virginia
$8.65M
SIA
211
Spectrum Investment Advisors
Wisconsin
$8.63M
WFP
212
Wrenne Financial Planning
Kentucky
$8.5M
PP
213
PrairieView Partners
Minnesota
$8.47M
AllianceBernstein
214
AllianceBernstein
Tennessee
$8.46M
FMTCOCP
215
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8.41M
FTS
216
Fifth Third Securities
Ohio
$8.41M
SRC
217
Shufro Rose & Co
New York
$8.37M
CWA
218
Cornerstone Wealth Advisors
Minnesota
$8.18M
Brown Advisory
219
Brown Advisory
Maryland
$8.15M
SMWM
220
Silvia McColl Wealth Management
California
$8.08M
BDF
221
Black Diamond Financial
Maryland
$8.05M
TCWM
222
Total Clarity Wealth Management
Illinois
$8.04M
ML
223
Mayport LLC
Massachusetts
$8.01M
KBFS
224
Kohmann Bosshard Financial Services
Ohio
$8.01M
AWM
225
AE Wealth Management
Kansas
$7.95M