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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 %
LFA
676
Level Financial Advisors
New York
$1.12M -$38.4K -206 -3%
SAG
677
SageView Advisory Group
California
$1.12M +$70.4K +378 +7%
RWM
678
Revisor Wealth Management
Ohio
$1.12M +$329K +1,766 +42%
BWP
679
BSW Wealth Partners
Colorado
$1.11M -$24.4K -131 -2%
CCA
680
Clarity Capital Advisors
Florida
$1.11M -$33.3K -179 -3%
LFAS
681
Level Four Advisory Services
Texas
$1.1M -$128K -689 -10%
MF
682
Meridian Financial
Massachusetts
$1.1M +$30.6K +164 +3%
DFG
683
Dynamic Financial Group
Iowa
$1.1M -$24.6K -132 -2%
LC
684
Lindbrook Capital
California
$1.09M
SFP
685
Strategic Financial Partners
Oregon
$1.09M -$2.05K -11 -0.2%
BCI
686
Brinker Capital Investments
Pennsylvania
$1.09M +$239K +1,285 +28%
OPS
687
Orion Portfolio Solutions
Nebraska
$1.09M +$239K +1,285 +28%
ATWA
688
Arbor Trust Wealth Advisors
Michigan
$1.09M
IA
689
Insight Advisors
Pennsylvania
$1.09M -$3.35K -18 -0.3%
MGWA
690
Monument Group Wealth Advisors
Massachusetts
$1.09M +$18.8K +101 +2%
FGWP
691
Founders Grove Wealth Partners
Virginia
$1.08M +$119K +638 +12%
SIC
692
Sage Investment Counsel
Tennessee
$1.08M -$105K -564 -9%
SB
693
Strategic Blueprint
Georgia
$1.07M +$807K +4,330 +303%
QCG
694
Quadrant Capital Group
Ohio
$1.07M -$745 -4 -0.1%
MWG
695
Martin Worley Group
Utah
$1.07M
CPA
696
Clear Point Advisors
New York
$1.06M -$42.5K -228 -4%
KCM
697
Kathmere Capital Management
Pennsylvania
$1.06M +$62.4K +335 +6%
D
698
Dentgroup
Louisiana
$1.06M -$10.1K -54 -0.9%
BAMG
699
Brand Asset Management Group
Missouri
$1.06M +$64.3K +345 +6%
SWM
700
SeaCrest Wealth Management
New York
$1.05M -$1.12M -5,998 -51%