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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 %
VW
551
Vance Wealth
California
$1.83M -$183K -983 -9%
OFS
552
OneAscent Financial Services
Alabama
$1.81M +$1.47M +7,863 +427%
IWA
553
IVC Wealth Advisors
Pennsylvania
$1.81M +$1.81M +9,703 New
TFS
554
Thoroughbred Financial Services
Tennessee
$1.81M +$23.1K +124 +1%
HVP
555
Hudson Value Partners
Florida
$1.8M +$164K +878 +10%
NW
556
NewEdge Wealth
Pennsylvania
$1.79M -$103K -555 -5%
KAM
557
Kraft Asset Management
Tennessee
$1.78M
FMII
558
Farmers & Merchants Investments Inc
Nebraska
$1.77M
CA
559
Clune & Associates
Illinois
$1.77M +$20.1K +108 +1%
UWM
560
USAdvisors Wealth Management
Minnesota
$1.76M +$211K +1,131 +14%
GP
561
Greenline Partners
New York
$1.76M +$766K +2,095 +77%
WB
562
WesBanco Bank
West Virginia
$1.75M +$7.64K +41 +0.4%
WP
563
Wealthspan Partners
Iowa
$1.75M -$41K -220 -2%
CAG
564
Curtis Advisory Group
California
$1.75M -$31.3K -168 -2%
CFB
565
Cullen/Frost Bankers
Texas
$1.74M -$21.4K -115 -1%
ISFAN
566
Investor's Fiduciary Advisor Network
Washington
$1.74M -$330K -1,770 -16%
OFP
567
OFC Financial Planning
New Jersey
$1.73M +$24.6K +132 +1%
TNBTD
568
Trustmark National Bank Trust Department
Mississippi
$1.73M +$30.7K +165 +2%
TFP
569
Triune Financial Partners
Kansas
$1.72M -$54.8K -294 -3%
MWM
570
Mascagni Wealth Management
Mississippi
$1.69M
TWM
571
Topsail Wealth Management
North Carolina
$1.69M
DSC
572
Duncker Streett & Co
Missouri
$1.69M -$1.3K -7 -0.1%
MA
573
Mutual Advisors
Nebraska
$1.69M +$428K +2,389 +34%
BF
574
BOK Financial
Oklahoma
$1.68M +$30.6K +164 +2%
WPWM
575
Windward Private Wealth Management
Kansas
$1.67M -$99.1K -532 -6%