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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
NWAG
776
Net Worth Advisory Group
Utah
$1.12M +$56.6K +253 +5%
KWMG
777
King Wealth Management Group
Florida
$1.11M -$12.5K -56 -1%
WS
778
Wedbush Securities
California
$1.1M -$7.38K -33 -0.6%
HFS
779
Hoge Financial Services
Pennsylvania
$1.1M +$31.1K +139 +3%
Empower Advisory Group
780
Empower Advisory Group
Colorado
$1.09M -$186K -834 -14%
VWA
781
Visionary Wealth Advisors
Illinois
$1.09M +$26.6K +119 +2%
MFA
782
McClarren Financial Advisors
Pennsylvania
$1.08M -$178K -796 -14%
LEA
783
Legacy Edge Advisors
New York
$1.08M -$453K -2,028 -29%
AIC
784
Archer Investment Corporation
Indiana
$1.08M +$863K +3,859 +346%
SLT
785
St Louis Trust
Missouri
$1.08M -$135K -605 -11%
GA
786
GFS Advisors
Texas
$1.08M -$405K -1,811 -27%
BFA
787
Ballast Financial Advisors
Pennsylvania
$1.07M -$30.9K -138 -3%
BGWM
788
Bridge Generations Wealth Management
Florida
$1.07M
RDFA
789
Ritter Daniher Financial Advisory
Ohio
$1.07M -$3.35K -15 -0.3%
TBT
790
Texas Bank & Trust
Texas
$1.06M -$242K -1,082 -18%
RFG
791
RFP Financial Group
Georgia
$1.06M
AFAS
792
Acorn Financial Advisory Services
Virginia
$1.05M +$224 +1 +0%
GIA
793
Gladstone Institutional Advisory
Florida
$1.04M +$116K +518 +12%
AWA
794
Asempa Wealth Advisors
Louisiana
$1.04M -$1.79K -8 -0.2%
AA
795
Aire Advisors
California
$1.04M +$55.4K +248 +5%
TCA
796
Transcend Capital Advisors
New Jersey
$1.04M -$8.72K -39 -0.8%
GC
797
Grimes & Company
Massachusetts
$1.03M +$14.8K +66 +1%
CL
798
CPWA LLC
Oregon
$1.03M +$992K +4,439 New
BIM
799
Baldwin Investment Management
Pennsylvania
$1.02M +$10.7K +48 +1%
SWM
800
Sagace Wealth Management
Florida
$1.02M +$3.8K +17 +0.4%