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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 %
AOWM
326
Alpha Omega Wealth Management
Virginia
$4.54M +$352K +1,887 +8%
EIM
327
Ervin Investment Management
Washington
$4.54M -$31.1K -167 -0.7%
LFS
328
Lutz Financial Services
Nebraska
$4.51M -$70.2K -377 -2%
RIM
329
Rockbridge Investment Management
New York
$4.51M -$216K -1,162 -5%
ZC
330
Zeit Capital
Colorado
$4.49M +$271K +1,457 +6%
LSA
331
Lansing Street Advisors
Pennsylvania
$4.48M +$55.3K +297 +1%
PWM
332
Perigon Wealth Management
California
$4.47M +$2.98K +16 +0.1%
CA
333
CGN Advisors
Kansas
$4.39M -$279K -1,500 -6%
PA
334
PFG Advisors
Arizona
$4.39M +$443K +2,380 +11%
BRG
335
Bay Rivers Group
Virginia
$4.36M -$112K -602 -3%
RA
336
RFG Advisory
Alabama
$4.36M +$360K +1,932 +9%
EGA
337
E&G Advisors
Texas
$4.36M +$137K +737 +3%
BSB
338
Bangor Savings Bank
Maine
$4.33M -$374K -2,010 -8%
CB
339
Commerce Bank
Missouri
$4.31M -$49.9K -268 -1%
SPC
340
Sigma Planning Corp
Michigan
$4.3M -$61.1K -328 -1%
BW
341
BIP Wealth
Georgia
$4.28M +$793K +4,255 +23%
CFGA
342
Cambridge Financial Group (Arizona)
Arizona
$4.26M -$280K -1,508 -6%
BJL
343
Brighton Jones LLC
Washington
$4.22M -$113K -608 -3%
JIR
344
James Investment Research
Ohio
$4.21M -$35.6K -191 -0.8%
IC
345
IEQ Capital
California
$4.19M +$432K +2,320 +11%
IWM
346
IHT Wealth Management
Illinois
$4.19M -$220K -1,179 -5%
ACS
347
Archford Capital Strategies
Illinois
$4.09M +$84.6K +454 +2%
TIM
348
Tortoise Investment Management
New York
$4.09M -$4.47K -24 -0.1%
IWC
349
Integrated Wealth Concepts
Massachusetts
$4.05M -$70K -376 -2%
KSWA
350
Kathleen S. Wright Associates
Pennsylvania
$4.01M -$180K -964 -4%