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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 %
CPRC
701
Consolidated Portfolio Review Corp
New York
$1.05M +$38.7K +208 +4%
CCG
702
Chatham Capital Group
Georgia
$1.05M +$6.33K +34 +0.6%
WGCA
703
Wolf Group Capital Advisors
Virginia
$1.05M +$708K +3,802 +210%
MAFA
704
MJT & Associates Financial Advisory
Minnesota
$1.05M +$1.05M +5,610 New
OWA
705
Octavia Wealth Advisors
Ohio
$1.03M -$3.54K -19 -0.3%
TDWM
706
Topel & Distasi Wealth Management
California
$1.03M -$120K -643 -10%
BGAI
707
Bruce G. Allen Investments
Colorado
$1.02M +$189K +1,015 +23%
MCM
708
MidAtlantic Capital Management
Virginia
$1.02M +$27.6K +148 +3%
GIA
709
GHP Investment Advisors
Colorado
$1.02M -$13.4K -72 -1%
CFGSD
710
Compass Financial Group (South Dakota)
South Dakota
$1.01M -$1.86K -10 -0.2%
SFC
711
Strategic Financial Concepts
Texas
$1.01M +$35.8K +192 +4%
PWM
712
Paulson Wealth Management
Illinois
$1.01M -$376K -2,020 -27%
ANBT
713
American National Bank & Trust
Texas
$1.01M +$481K +2,584 +91%
WS
714
Wedbush Securities
California
$1.01M -$78.2K -420 -7%
WFAG
715
Wescott Financial Advisory Group
Pennsylvania
$1.01M -$123K -661 -11%
KWMG
716
King Wealth Management Group
Florida
$1.01M -$33.7K -181 -3%
RFA
717
Resurgent Financial Advisors
Georgia
$1.01M +$77.3K +415 +8%
WFS
718
Weitzel Financial Services
Iowa
$1.01M +$115K +647 +13%
IF
719
Integrity Financial
Wyoming
$1M +$124K +668 +14%
TCM
720
TruNorth Capital Management
Michigan
$1M
CFS
721
Coordinated Financial Services
Colorado
$1,000K +$38K +204 +4%
MFA
722
McClarren Financial Advisors
Pennsylvania
$993K +$993K +4,879 New
TCA
723
Transcend Capital Advisors
New Jersey
$992K -$26.1K -140 -3%
AWA
724
Arete Wealth Advisors
Illinois
$983K -$145K -776 -13%
MFT
725
Moisand Fitzgerald Tamayo
Florida
$980K -$13K -70 -1%