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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
JDLA
851
J. Derek Lewis & Associates
California
$888K +$9.84K +44 +1%
LA
852
LexAurum Advisors
Kansas
$888K +$913K +4,086 New
GIM
853
Goelzer Investment Management
Indiana
$888K -$84.5K -378 -8%
DI
854
Disciplined Investments
Oklahoma
$886K +$1.12K +5 +0.1%
KFA
855
Kapstone Financial Advisors
Ohio
$886K +$911K +4,077 New
AGWCA
856
Annis Gardner Whiting Capital Advisors
Florida
$885K
OC
857
Oppenheimer & Co
New York
$884K -$105K -470 -10%
RWA
858
Rooted Wealth Advisors
Illinois
$882K +$149K +667 +21%
WCM
859
Winebrenner Capital Management
Kentucky
$880K +$137K +614 +18%
LL
860
LPWM LLC
Minnesota
$875K +$11K +49 +1%
HIS
861
Horizon Investment Services
Indiana
$865K +$562K +2,512 +171%
EFP
862
Envision Financial Planning
Tennessee
$864K
ST
863
Smithfield Trust
Pennsylvania
$863K -$1.56K -7 -0.2%
CNC
864
Canandaigua National Corp
New York
$862K +$887K +3,969 New
AMM
865
American Money Management
California
$858K -$1.79K -8 -0.2%
EFG
866
Embree Financial Group
Illinois
$858K +$1.12K +5 +0.1%
NB
867
Nicolet Bankshares
Wisconsin
$856K +$880K +3,937 New
KIA
868
Koenig Investment Advisory
Oregon
$852K +$4.7K +21 +0.5%
BI
869
Berkeley Inc
Idaho
$847K -$10.3K -46 -1%
MCA
870
Magnolia Capital Advisors
Mississippi
$843K +$35.5K +159 +4%
CHC
871
City Holding Co
West Virginia
$843K -$30.6K -137 -3%
WH
872
Willner & Heller
California
$841K -$9.39K -42 -1%
FCH
873
Freestone Capital Holdings
Washington
$839K -$42.5K -190 -5%
WPA
874
Wealth Preservation Advisors
Tennessee
$832K +$24.1K +108 +3%
RF
875
Rossby Financial
Florida
$831K +$801K +3,581 +1,571%