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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
PA
201
Parallel Advisors
California
$9.72M
SFG
202
Sage Financial Group
Pennsylvania
$9.66M
IC
203
IEQ Capital
California
$9.62M
FFP
204
Forbes Financial Planning
Rhode Island
$9.54M
DC
205
Davenport & Co
Virginia
$9.5M
AWAG
206
ARS Wealth Advisors Group
Florida
$9.43M
FMTCOCP
207
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9.4M
PFP
208
Pinnacle Financial Partners
Tennessee
$9.35M
SIA
209
Spectrum Investment Advisors
Wisconsin
$9.27M
AWM
210
AE Wealth Management
Kansas
$9.14M
CFB
211
Cullen/Frost Bankers
Texas
$9.1M
WFP
212
Wrenne Financial Planning
Kentucky
$9.01M
FTS
213
Fifth Third Securities
Ohio
$9M
AQR Capital Management
214
AQR Capital Management
Connecticut
$8.99M
AllianceBernstein
215
AllianceBernstein
Tennessee
$8.99M
PP
216
Prosperity Planning
Missouri
$8.96M
FWI
217
Facet Wealth Inc
Maryland
$8.94M
Brown Advisory
218
Brown Advisory
Maryland
$8.79M
ML
219
Mayport LLC
Massachusetts
$8.76M
RA
220
Royce & Associates
New York
$8.6M
SMWM
221
Silvia McColl Wealth Management
California
$8.56M
IFS
222
Ifrah Financial Services
Arkansas
$8.47M
FAT
223
First American Trust
California
$8.44M
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$8.43M
SC
225
Swan Capital
Florida
$8.35M