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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
IC
201
IEQ Capital
California
$9.62M
FFP
202
Forbes Financial Planning
Rhode Island
$9.54M
DC
203
Davenport & Co
Virginia
$9.5M
AWAG
204
ARS Wealth Advisors Group
Florida
$9.43M
FMTCOCP
205
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9.4M
PFP
206
Pinnacle Financial Partners
Tennessee
$9.35M
SIA
207
Spectrum Investment Advisors
Wisconsin
$9.27M
AWM
208
AE Wealth Management
Kansas
$9.14M
CFB
209
Cullen/Frost Bankers
Texas
$9.1M
WFP
210
Wrenne Financial Planning
Kentucky
$9.01M
FTS
211
Fifth Third Securities
Ohio
$9M
AQR Capital Management
212
AQR Capital Management
Connecticut
$8.99M
AllianceBernstein
213
AllianceBernstein
Tennessee
$8.99M
PP
214
Prosperity Planning
Missouri
$8.96M
FWI
215
Facet Wealth Inc
Maryland
$8.94M
Brown Advisory
216
Brown Advisory
Maryland
$8.79M
ML
217
Mayport LLC
Massachusetts
$8.76M
RA
218
Royce & Associates
New York
$8.6M
SMWM
219
Silvia McColl Wealth Management
California
$8.56M
IFS
220
Ifrah Financial Services
Arkansas
$8.47M
FAT
221
First American Trust
California
$8.44M
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
$8.43M
SC
223
Swan Capital
Florida
$8.35M
PSA
224
Plum Street Advisors
Louisiana
$8.3M
KBFS
225
Kohmann Bosshard Financial Services
Ohio
$8.3M