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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 %
FWP
401
FAS Wealth Partners
Kansas
$3.24M -$88.1K -473 -3%
EFS
402
Essex Financial Services
Connecticut
$3.23M -$9.31K -50 -0.3%
QC
403
Quadrature Capital
United Kingdom
$3.21M +$3.21M +17,255 New
TAM
404
Tocqueville Asset Management
New York
$3.21M -$121K -651 -4%
AWA
405
Arkadios Wealth Advisors
Georgia
$3.21M +$1.88M +10,070 +141%
FFO
406
Fiduciary Family Office
Florida
$3.2M +$3.2M +17,160 New
FYW
407
Future You Wealth
New York
$3.18M -$365K -1,960 -10%
WPC
408
Wedmont Private Capital
Pennsylvania
$3.13M +$35.1K +205 +1%
3IP
409
3Chopt Investment Partners
Virginia
$3.1M -$274K -1,469 -8%
JWA
410
JFS Wealth Advisors
Pennsylvania
$3.09M
WP
411
WealthShield Partners
North Carolina
$3.08M +$106K +570 +4%
RIA
412
Regal Investment Advisors
Michigan
$3.07M +$1.07M +5,765 +54%
WFM
413
Wolff Financial Management
Michigan
$3.07M -$36.9K -198 -1%
FM
414
Foster & Motley
Ohio
$3.06M -$244K -1,312 -7%
SFM
415
Signet Financial Management
New Jersey
$3.05M -$213K -1,146 -7%
EPW
416
Evergreen Private Wealth
Colorado
$3.03M +$48.1K +258 +2%
EA
417
Echo45 Advisors
California
$3.02M +$45.5K +244 +2%
WRPWM
418
Werba Rubin Papier Wealth Management
California
$2.99M -$192K -1,030 -6%
FWM
419
Forza Wealth Management
Florida
$2.97M -$7.45K -40 -0.3%
BWP
420
Baldwin Wealth Partners
Massachusetts
$2.96M +$16.8K +90 +0.6%
EF
421
Envision Financial
Wisconsin
$2.96M -$84.4K -453 -3%
DWM
422
Diversify Wealth Management
Utah
$2.94M +$178K +985 +6%
AIA
423
Ally Invest Advisors
North Carolina
$2.91M +$298K +1,600 +11%
IA
424
IFG Advisory
Georgia
$2.89M +$164K +881 +6%
AQR Capital Management
425
AQR Capital Management
Connecticut
$2.87M +$1.14M +6,114 +66%