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Vanguard Small-Cap Value ETF

1,697 hedge funds and large institutions have $18.5B invested in Vanguard Small-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 657 increasing their positions, 594 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $3.91M

152% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 54

11% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 594

3% more funds holding in top 10

Funds holding in top 10: 103106 (+3)

3% more funds holding

Funds holding: 1,6511,697 (+46)

0.98% less ownership

Funds ownership: 57.97%57% (-0.98%)

2% less capital invested

Capital invested by funds: $18.8B → $18.5B (-$384M)

Holders
1,697
Holders Change
+46
Holders Change %
+2.79%
% of All Funds
20.9%
Holding in Top 10
106
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.91%
% of All Funds
1.31%
New
136
Increased
657
Reduced
594
Closed
54
Calls
$12.6M
Puts
$3.91M
Net Calls
+$8.65M
Net Calls Change
-$673K
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
26
RWA Wealth Partners
Massachusetts
$114M +$5.83M +26,084 +5%
PAS
27
Park Avenue Securities
New York
$112M +$116M +517,535 New
MGIA
28
Moneta Group Investment Advisors
Missouri
$108M +$5.95M +26,614 +6%
MCCA
29
Mill Creek Capital Advisors
Pennsylvania
$106M +$1.17M +5,249 +1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$105M -$811K -3,628 -0.7%
Mariner
31
Mariner
Kansas
$103M +$508K +2,274 +0.5%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$101M -$2.36M -10,560 -2%
SGAM
33
Stephens Group Asset Management
Arkansas
$101M +$18.2M +81,618 +21%
EA
34
Efficient Advisors
Ohio
$86.5M -$38M -170,053 -30%
JFG
35
JMG Financial Group
Illinois
$85.2M +$922K +4,125 +1%
RIA
36
Retirement Investment Advisors
Oklahoma
$83.4M +$54.5K +244 +0.1%
Retirement Systems of Alabama
37
Retirement Systems of Alabama
Alabama
$83.1M
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$82.5M +$2.91M +13,013 +4%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$81.3M +$5.49M +24,578 +7%
Stifel Financial
40
Stifel Financial
Missouri
$80.7M +$3.03M +13,571 +4%
MWM
41
Modera Wealth Management
New Jersey
$73.7M -$1.82M -8,142 -2%
Corient Private Wealth
42
Corient Private Wealth
Florida
$73.5M -$79.2M -354,098 -51%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$70.9M -$29.2M -130,560 -29%
MAG
44
Mokosak Advisory Group
Iowa
$70.5M +$241K +1,076 +0.3%
RA
45
Rodgers & Associates
Pennsylvania
$68.9M -$384K -1,717 -0.5%
CAM
46
Cresset Asset Management
Illinois
$68.9M +$2.02M +9,058 +3%
Creative Planning
47
Creative Planning
Kansas
$68.5M +$682K +3,051 +1%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$64.6M -$930K -4,160 -1%
BFA
49
Bragg Financial Advisors
North Carolina
$64.4M +$241K +1,076 +0.4%
FAC
50
Financial Advisory Corporation
Michigan
$61.8M -$10.1K -45 -0%