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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
PHS
751
Pekin Hardy Strauss
Illinois
$1.21M +$118K +528 +11%
MWM
752
Maridea Wealth Management
New York
$1.2M -$139K -621 -10%
CFGSD
753
Compass Financial Group (South Dakota)
South Dakota
$1.2M -$6.04K -27 -0.5%
TDWM
754
Topel & Distasi Wealth Management
California
$1.2M
EW
755
Evoke Wealth
California
$1.19M +$89.9K +402 +8%
GIA
756
GHP Investment Advisors
Colorado
$1.19M -$4.7K -21 -0.4%
MCM
757
MidAtlantic Capital Management
Virginia
$1.19M
TCM
758
TruNorth Capital Management
Michigan
$1.17M
PBF
759
Petix & Botte Financial
California
$1.17M -$631K -2,821 -51%
CCM
760
Cambridge Capital Management
Illinois
$1.17M +$1.34K +6 +0.1%
MAFA
761
MJT & Associates Financial Advisory
Minnesota
$1.16M -$43.1K -193 -3%
HNWAG
762
High Net Worth Advisory Group
Florida
$1.16M +$48.3K +216 +4%
IGGA
763
Iron Gate Global Advisors
Utah
$1.15M
MWM
764
Meritas Wealth Management
California
$1.15M
SFG
765
Strategic Financial Group
Michigan
$1.14M +$1.17M +5,256 New
RFA
766
Resurgent Financial Advisors
Georgia
$1.14M -$11.6K -52 -1%
JSL
767
JT Stratford LLC
Georgia
$1.14M -$368K -1,645 -24%
RPGNY
768
Retirement Planning Group (New York)
New York
$1.14M +$265K +1,187 +29%
MWM
769
Maimon Wealth Management
Israel
$1.13M
CG
770
Caprock Group
Idaho
$1.13M -$125K -557 -10%
SFP
771
Strategic Financial Partners
Oregon
$1.13M -$129K -576 -10%
FNBOMD
772
First National Bank of Mount Dora
Florida
$1.13M
CFO
773
CVA Family Office
Colorado
$1.13M -$228K -1,020 -16%
MFT
774
Moisand Fitzgerald Tamayo
Florida
$1.12M -$7.15K -32 -0.6%
JAWA
775
John A. Wolfe & Associates
Michigan
$1.12M +$1.79K +8 +0.2%