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Vanguard Small-Cap Value ETF

1,697 hedge funds and large institutions have $18.5B invested in Vanguard Small-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 657 increasing their positions, 594 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $3.91M

152% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 54

11% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 594

3% more funds holding in top 10

Funds holding in top 10: 103106 (+3)

3% more funds holding

Funds holding: 1,6511,697 (+46)

0.98% less ownership

Funds ownership: 57.97%57% (-0.98%)

2% less capital invested

Capital invested by funds: $18.8B → $18.5B (-$384M)

Holders
1,697
Holders Change
+46
Holders Change %
+2.79%
% of All Funds
20.9%
Holding in Top 10
106
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.91%
% of All Funds
1.31%
New
136
Increased
657
Reduced
594
Closed
54
Calls
$12.6M
Puts
$3.91M
Net Calls
+$8.65M
Net Calls Change
-$673K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.91B -$581M -2,598,354 -16%
AssetMark Inc
2
AssetMark Inc
California
$886M -$67.2M -300,432 -7%
Morgan Stanley
3
Morgan Stanley
New York
$829M +$9.8M +43,823 +1%
Betterment LLC
4
Betterment LLC
New York
$634M -$22.9M -102,538 -3%
AL
5
Aspiriant LLC
California
$378M +$26.6M +118,821 +7%
Wells Fargo
6
Wells Fargo
California
$367M -$4.55M -20,374 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$350M +$59.4M +265,870 +20%
SEI Investments
8
SEI Investments
Pennsylvania
$323M -$1.39M -6,236 -0.4%
LPL Financial
9
LPL Financial
California
$322M +$9.5M +42,495 +3%
UBS Group
10
UBS Group
Switzerland
$321M +$19.1M +85,254 +6%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$280M +$12.1M +53,907 +4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$253M +$7.07M +31,607 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$222M -$6.96M -31,127 -3%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$210M +$31.1M +138,935 +16%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$184M +$4.72M +21,114 +3%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$180M -$4.51M -20,179 -2%
CL
17
Choreo LLC
Illinois
$179M +$4.92M +21,991 +3%
AF
18
Allworth Financial
California
$178M -$1.18M -5,272 -0.6%
Osaic Holdings
19
Osaic Holdings
Arizona
$176M +$44.8M +200,249 +33%
HighTower Advisors
20
HighTower Advisors
Illinois
$167M -$9.16M -40,973 -5%
JP Morgan Chase
21
JP Morgan Chase
New York
$160M +$957K +4,280 +0.6%
Ameriprise
22
Ameriprise
Minnesota
$147M -$8.48M -37,916 -5%
TCIIS
23
TIAA-CREF Individual & Institutional Services
New York
$142M +$146M +652,542 New
MG
24
Mather Group
Illinois
$137M -$1.23M -5,483 -0.9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$122M -$5.09M -22,779 -4%