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Vanguard Small-Cap Value ETF

1,697 hedge funds and large institutions have $18.5B invested in Vanguard Small-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 657 increasing their positions, 594 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $3.91M

152% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 54

11% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 594

3% more funds holding in top 10

Funds holding in top 10: 103106 (+3)

3% more funds holding

Funds holding: 1,6511,697 (+46)

0.98% less ownership

Funds ownership: 57.97%57% (-0.98%)

2% less capital invested

Capital invested by funds: $18.8B → $18.5B (-$384M)

Holders
1,697
Holders Change
+46
Holders Change %
+2.79%
% of All Funds
20.9%
Holding in Top 10
106
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.91%
% of All Funds
1.31%
New
136
Increased
657
Reduced
594
Closed
54
Calls
$12.6M
Puts
$3.91M
Net Calls
+$8.65M
Net Calls Change
-$673K
Name Holding Trade Value Shares
Change
Change in
Stake
TAWM
726
Three Arch Wealth Management
California
$1.32M -$6.04K -27 -0.4%
CW
727
Cooksen Wealth
Texas
$1.31M -$232K -1,037 -15%
VWA
728
VSM Wealth Advisory
Maryland
$1.31M +$25.7K +115 +2%
SWM
729
Sherman Wealth Management
Maryland
$1.31M +$96.1K +430 +8%
PPA
730
Painted Porch Advisors
California
$1.31M +$168K +753 +14%
RWM
731
Revisor Wealth Management
Ohio
$1.3M +$105K +468 +8%
PSF
732
Pacific Sun Financial
California
$1.3M
MF
733
Meridian Financial
Massachusetts
$1.3M -$3.58K -16 -0.3%
CAC
734
Certified Advisory Corp
Florida
$1.3M +$105K +469 +9%
PMG
735
ProVise Management Group
Florida
$1.29M -$137K -614 -9%
CBA
736
Coastal Bridge Advisors
Connecticut
$1.29M +$80.9K +362 +7%
CFSG
737
Community Financial Services Group
Vermont
$1.28M -$36.9K -165 -3%
RSWM
738
Robertson Stephens Wealth Management
California
$1.28M -$78.7K -352 -6%
UAG
739
United Advisor Group
Ohio
$1.27M +$39.6K +177 +3%
GAM
740
Gotham Asset Management
New York
$1.27M +$1.31M +5,847 New
IP
741
Indivisible Partners
Florida
$1.26M +$2.01K +9 +0.2%
IA
742
Insight Advisors
Pennsylvania
$1.25M -$13.9K -62 -1%
ATI
743
ARK & TLK Investments
Oklahoma
$1.25M
SWM
744
Silverlake Wealth Management
Vermont
$1.24M +$39.1K +175 +3%
MWM
745
Mascagni Wealth Management
Mississippi
$1.22M
WA
746
Wealth Alliance
New York
$1.22M -$144K -644 -10%
CCG
747
Chatham Capital Group
Georgia
$1.21M
Loomis, Sayles & Company
748
Loomis, Sayles & Company
Massachusetts
$1.21M +$1.24M +5,557 New
GW
749
Graetz Wealth
Michigan
$1.21M -$297K -1,330 -19%
IWA
750
Independent Wealth Advisors
North Carolina
$1.21M