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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 %
KeyBank National Association
526
KeyBank National Association
Ohio
$1.97M +$33.5K +180 +2%
TW
527
TritonPoint Wealth
Maryland
$1.97M -$298K -1,601 -13%
SMCM
528
Sky-Mountain Capital Management
Idaho
$1.96M +$1.96M +10,542 New
MA
529
MONECO Advisors
Connecticut
$1.95M -$1.3K -7 -0.1%
TPCW
530
TD Private Client Wealth
New York
$1.95M +$79.5K +427 +4%
RA
531
RoundAngle Advisors
New Jersey
$1.94M -$50.3K -270 -3%
NOI
532
Newton One Investments
Delaware
$1.93M +$19.9K +107 +1%
KDA
533
Kraft Davis & Associates
Missouri
$1.93M -$1.55M -8,903 -45%
NAAA
534
New Age Alpha Advisors
New York
$1.91M +$1.91M +10,256 New
FAI
535
Fiduciary Advisors Inc
Missouri
$1.9M +$58.5K +314 +3%
CCWA
536
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.9M -$101K -544 -5%
OCPWS
537
One Charles Private Wealth Services
Massachusetts
$1.9M +$7.45K +40 +0.4%
GAM
538
Gotham Asset Management
New York
$1.9M
BHWM
539
Beaird Harris Wealth Management
Texas
$1.88M +$15.8K +85 +0.8%
PD
540
Planning Directions
Pennsylvania
$1.88M +$386K +2,071 +26%
ATC
541
Argent Trust Co
Tennessee
$1.87M -$22.4K -120 -1%
TP
542
Tranquility Partners
Tennessee
$1.86M +$30.7K +165 +2%
FLI
543
Family Legacy Inc
South Carolina
$1.86M -$52.5K -282 -3%
SFS
544
Sowell Financial Services
Arkansas
$1.85M +$1.85M +9,956 New
CFSG
545
Community Financial Services Group
Vermont
$1.85M -$1.09M -5,875 -37%
BCM
546
BTC Capital Management
Iowa
$1.85M -$18.1K -97 -1%
CW
547
Cooksen Wealth
Texas
$1.85M +$464K +2,419 +34%
IHWM
548
Iron Horse Wealth Management
Iowa
$1.83M -$7.47M -40,075 -80%
MOS
549
MGO One Seven
Ohio
$1.83M -$772K -4,142 -30%
1WA
550
180 Wealth Advisors
Washington
$1.83M -$19.7K -106 -1%