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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 %
CJ
826
Caitlin John
Michigan
$700K +$186 +1 +0%
WPA
827
Wealth Preservation Advisors
Tennessee
$698K +$698K +3,746 New
SCA
828
Snowden Capital Advisors
New York
$696K -$7.45K -40 -1%
LSPW
829
Lake Street Private Wealth
Illinois
$695K +$186 +1 +0%
GWS
830
Glassman Wealth Services
Virginia
$694K -$19.4K -104 -3%
GFL
831
Granite FO LLC
New Hampshire
$692K
GC
832
Grimes & Company
Massachusetts
$690K -$8.76K -47 -1%
EPM
833
Elm Partners Management
Pennsylvania
$688K +$168K +901 +32%
VWA
834
Visionary Wealth Advisors
Illinois
$685K +$373 +2 +0.1%
CCC
835
Compass Capital Corp
Massachusetts
$684K -$78.1K -438 -10%
JSL
836
JT Stratford LLC
Georgia
$680K -$11.5K -62 -2%
MPW
837
Magnolia Private Wealth
Pennsylvania
$678K -$8.38K -45 -1%
AC
838
AlphaCore Capital
California
$676K +$676K +3,629 New
CTA
839
Chesley Taft & Associates
Illinois
$676K -$55.9K -300 -8%
LW
840
Libra Wealth
California
$675K +$41K +220 +6%
WC
841
Westhampton Capital
North Carolina
$675K +$15.6K +84 +2%
AWP
842
Accretive Wealth Partners
New Jersey
$674K -$10.9K -60 -2%
EWM
843
Evermay Wealth Management
Virginia
$672K -$66.1K -355 -9%
LPP
844
Life Planning Partners
Florida
$670K -$745 -4 -0.1%
APIM
845
Agate Pass Investment Management
Washington
$666K
Franklin Resources
846
Franklin Resources
California
$664K
MA
847
Montag & Associates
Georgia
$664K -$261K -1,401 -28%
BWM
848
BCS Wealth Management
Tennessee
$663K -$304K -1,635 -31%
KNFPWM
849
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$659K -$4.08K -22 -0.6%
DWT
850
Dorsey & Whitney Trust
South Dakota
$659K -$78.4K -421 -11%