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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 %
DWM
751
Dopkins Wealth Management
New York
$894K +$336K +1,801 +60%
VAG
752
Vannoy Advisory Group
Texas
$893K -$25.9K -139 -3%
HFS
753
Hoge Financial Services
Pennsylvania
$889K +$36.5K +196 +4%
CAL
754
Capital Analysts LLC
Pennsylvania
$882K -$679K -3,646 -44%
SLT
755
St Louis Trust
Missouri
$881K
LFG
756
Larson Financial Group
Missouri
$879K -$29.8K -160 -3%
PIA
757
Perennial Investment Advisors
California
$871K -$132K -706 -13%
GIA
758
Gladstone Institutional Advisory
Florida
$870K +$36K +193 +4%
ODIJL
759
One Day In July LLC
Vermont
$867K +$37.4K +201 +5%
FA
760
Fermata Advisors
California
$862K +$6.89K +37 +0.8%
VP
761
Verisail Partners
Georgia
$861K +$11.7K +63 +1%
HA
762
HFG Advisors
Ohio
$859K -$21.8K -117 -2%
IWM
763
Inlight Wealth Management
Georgia
$855K +$855K +4,592 New
KA
764
Kovack Advisors
Florida
$855K +$101K +542 +13%
MWM
765
Mission Wealth Management
California
$854K +$10.8K +58 +1%
AA
766
Aire Advisors
California
$850K -$304K -1,630 -26%
BGA
767
Battery Global Advisors
Massachusetts
$847K
SWM
768
Sagace Wealth Management
Florida
$838K -$21.8K -117 -3%
FA
769
Financial Alternatives
California
$836K -$12.5K -67 -1%
YWM
770
Yukon Wealth Management
Kansas
$835K +$835K +4,483 New
DAS
771
Diversify Advisory Services
Utah
$826K +$2.71K +15 +0.3%
CNBT
772
Canandaigua National Bank & Trust
New York
$826K -$45.5K -244 -5%
GIM
773
Goelzer Investment Management
Indiana
$825K
CSIA
774
Conrad Siegel Investment Advisors
Pennsylvania
$825K -$186 -1 -0%
DI
775
Disciplined Investments
Oklahoma
$823K -$2.79K -15 -0.3%