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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 %
NWM
426
Northwest Wealth Management
Iowa
$2.86M -$29.1K -156 -1%
SWM
427
Spire Wealth Management
Virginia
$2.85M -$375K -2,015 -12%
GSWM
428
Greenup Street Wealth Management
Michigan
$2.84M +$812K +4,356 +40%
MCWS
429
McKinley Carter Wealth Services
West Virginia
$2.84M -$88.5K -475 -3%
AFTS
430
American Financial & Tax Strategies
New York
$2.82M -$111K -594 -4%
PFA
431
Pathway Financial Advisors
Vermont
$2.82M -$4.84K -26 -0.2%
AF
432
Advisornet Financial
Minnesota
$2.81M -$13.2K -71 -0.5%
OFP
433
OLIO Financial Planning
Virginia
$2.8M -$350K -1,880 -11%
BWA
434
BlueSky Wealth Advisors
North Carolina
$2.8M +$257K +1,379 +10%
HWA
435
Heartwood Wealth Advisors
Virginia
$2.8M -$231K -1,242 -8%
WTFG
436
Wells Trecaso Financial Group
Ohio
$2.78M -$32.8K -176 -1%
CTC
437
Central Trust Company
Missouri
$2.76M -$66.7K -358 -2%
FAN
438
Financial Advisors Network
California
$2.74M +$98.4K +528 +4%
OPTFSNA
439
Old Point Trust & Financial Services N A
Virginia
$2.72M +$29.6K +159 +1%
FFG
440
Fiduciary Financial Group
California
$2.7M -$103K -609 -4%
CPA
441
Capital Performance Advisors
California
$2.68M +$13.6K +73 +0.5%
Renaissance Technologies
442
Renaissance Technologies
New York
$2.68M +$466K +2,500 +21%
ORC
443
O'Rourke & Company
Massachusetts
$2.68M +$68.9K +370 +3%
LIA
444
LS Investment Advisors
Michigan
$2.68M -$87.4K -469 -3%
MCA
445
MSH Capital Advisors
Arizona
$2.68M +$62.4K +335 +2%
LW
446
Linscomb Wealth
Texas
$2.66M +$71K +381 +3%
EA
447
Eclectic Associates
California
$2.66M +$34.5K +185 +1%
SOS
448
Silver Oak Securities
Tennessee
$2.65M -$70K -377 -3%
NF
449
Nikulski Financial
Iowa
$2.62M +$15.5K +83 +0.6%
RCM
450
RMR Capital Management
California
$2.62M -$25.1K -135 -1%