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Vanguard Small-Cap Value ETF

1,508 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, 570 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,508
Holders Change
-64
Holders Change %
-4.07%
% of All Funds
20.49%
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
570
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 %
JFG
51
JMG Financial Group
Illinois
$53.3M +$824K +4,421 +2%
MIAS
52
Mason Investment Advisory Services
Virginia
$52.7M +$57.8K +310 +0.1%
VFP
53
Verus Financial Partners
Virginia
$50.7M +$166K +960 +0.3%
FAC
54
Financial Advisory Corporation
Michigan
$50M +$4.19M +22,504 +9%
Charles Schwab
55
Charles Schwab
California
$50M -$2.03M -10,884 -4%
SI
56
Stephens Inc
Arkansas
$49.5M +$6.68M +35,856 +16%
EWA
57
Exencial Wealth Advisors
Oklahoma
$49M -$428K -2,299 -0.9%
B
58
Bailard
California
$45.8M +$1.73M +9,272 +4%
ZF
59
Zhang Financial
Michigan
$45.6M +$448K +2,405 +1%
CFFP
60
Center for Financial Planning
Michigan
$45.5M -$568K -3,051 -1%
MML Investors Services
61
MML Investors Services
Massachusetts
$45.3M -$4.18M -22,423 -8%
Cerity Partners
62
Cerity Partners
New York
$45M -$2.74M -14,734 -6%
TSW
63
Thompson Siegel & Walmsley
Virginia
$44.4M +$45.5K +244 +0.1%
IWA
64
Inspirion Wealth Advisors
Illinois
$43.7M +$650K +3,488 +2%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$42.6M +$8.85M +47,570 +26%
Truist Financial
66
Truist Financial
North Carolina
$41.3M -$1.65M -8,859 -4%
Corient Private Wealth
67
Corient Private Wealth
Florida
$41.2M +$14.9M +80,050 +57%
APG
68
Abacus Planning Group
South Carolina
$40.5M -$958K -5,143 -2%
UOMF
69
University of Maryland Foundation
Maryland
$38.8M
FG
70
Foster Group
Iowa
$38.2M -$825K -4,430 -2%
SF
71
Summit Financial
New Jersey
$35.7M -$1.14M -6,133 -3%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$34.5M +$1.35M +7,232 +4%
2L
73
25 LLC
Missouri
$34.4M +$774K +4,157 +2%
CFM
74
Comprehensive Financial Management
California
$34.3M
EH
75
Equitable Holdings
New York
$34.3M -$4.11M -22,085 -11%