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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 %
VFA
351
Valeo Financial Advisors
Indiana
$4M +$185K +1,318 +5%
Citigroup
352
Citigroup
New York
$3.93M +$395K +2,121 +11%
VIA
353
Vickerman Investment Advisors
Washington
$3.92M +$609K +3,270 +18%
SFG
354
SNS Financial Group
Minnesota
$3.91M -$119K -641 -3%
CCM
355
Coldstream Capital Management
Washington
$3.91M +$931 +5 +0%
CPA
356
Cathy Pareto & Associates
Florida
$3.9M +$26.1K +140 +0.7%
RLWM
357
RF&L Wealth Management
Massachusetts
$3.89M +$1.12K +6 +0%
CA
358
CSM Advisors
Pennsylvania
$3.88M -$588K -3,158 -13%
SFO
359
Stokes Family Office
Louisiana
$3.88M +$46.6K +250 +1%
BAM
360
Beaumont Asset Management
Texas
$3.84M +$54K +290 +1%
SF
361
Seek First
California
$3.79M +$3.79M +20,355 New
RFC
362
Regions Financial Corp
Alabama
$3.76M -$174K -934 -4%
ABC
363
Associated Banc-Corp
Wisconsin
$3.71M +$1.01M +5,407 +37%
SWA
364
SOA Wealth Advisors
New York
$3.71M +$3.55M +366,047 +2,222%
OO
365
Obsido Oy
$3.7M +$165K +884 +5%
CANC
366
Culbertson A N & Co
Virginia
$3.69M +$293K +1,572 +9%
CW
367
CreativeOne Wealth
Kansas
$3.68M -$91.3K -490 -2%
BWM
368
Brown Wealth Management
Illinois
$3.68M +$782K +4,198 +27%
SWRP
369
Summit Wealth & Retirement Planning
California
$3.67M +$159K +854 +5%
MCCP
370
Mission Creek Capital Partners
California
$3.62M -$2.46M -13,188 -40%
IWS
371
Integrity Wealth Solutions
Colorado
$3.62M +$146K +784 +4%
MWA
372
Martel Wealth Advisors
Washington
$3.61M +$14.5K +78 +0.4%
RWM
373
Rialto Wealth Management
New York
$3.59M -$69.5K -373 -2%
SC
374
Scotia Capital
Ontario, Canada
$3.57M +$65.8K +353 +2%
CFA
375
Cahill Financial Advisors
Minnesota
$3.57M +$119K +639 +3%