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Vanguard Small-Cap Value ETF

1,509 hedge funds and large institutions have $16.2B invested in Vanguard Small-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
-64
Holders Change %
-4.07%
% of All Funds
20.5%
Holding in Top 10
104
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.86%
% of All Funds
1.41%
New
88
Increased
586
Reduced
571
Closed
114
Calls
$7.19M
Puts
$1.3M
Net Calls
+$5.89M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BOPW
276
Brandywine Oak Private Wealth
Pennsylvania
$5.67M +$177K +952 +3%
QWM
277
Quadcap Wealth Management
Texas
$5.62M -$499K -2,676 -8%
QFA
278
Quattro Financial Advisors
Texas
$5.58M +$5.58M +29,959 New
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$5.57M -$708K -3,798 -11%
EFG
280
Everhart Financial Group
Ohio
$5.53M +$703K +3,772 +15%
KAS
281
KPP Advisory Services
Kentucky
$5.52M +$4.14M +22,240 +300%
TPI
282
Trust Point Inc
Wisconsin
$5.51M +$884K +4,743 +19%
VAM
283
Verity Asset Management
North Carolina
$5.45M +$2.76M +14,799 +102%
MWA
284
Monograph Wealth Advisors
California
$5.44M
BIP
285
Brandes Investment Partners
California
$5.4M -$5.62M -30,162 -51%
CM
286
Columbus Macro
Pennsylvania
$5.4M +$278K +1,492 +5%
KCPG
287
Kavar Capital Partners Group
Kansas
$5.36M -$1.49K -8 -0%
AA
288
Advisory Alpha
Michigan
$5.36M -$761K -4,084 -12%
SSW
289
Stone Summit Wealth
Florida
$5.36M -$200K -1,075 -4%
WIC
290
Willis Investment Counsel
Georgia
$5.36M +$462K +2,479 +9%
AFP
291
Ausdal Financial Partners
Iowa
$5.33M +$382K +2,053 +8%
SG
292
Sharper & Granite
California
$5.33M +$206K +1,104 +4%
CP
293
Creekside Partners
California
$5.28M -$26.8K -144 -0.5%
WFP
294
Wrenne Financial Planning
Kentucky
$5.28M +$419K +2,249 +9%
TA
295
TFB Advisors
Kansas
$5.24M -$127K -680 -2%
EF
296
Elite Financial
Idaho
$5.23M +$548K +2,941 +12%
MAM
297
Mainsail Asset Management
Alabama
$5.13M +$330K +1,769 +7%
CIA
298
Choate Investment Advisors
Massachusetts
$5.13M +$312K +1,673 +6%
IA
299
Integrity Alliance
Iowa
$5.13M +$4.63M +24,837 +928%
CA
300
Cornerstone Advisory
Maryland
$5.11M -$385K -2,117 -7%