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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 %
AFM
876
Abbot Financial Management
Massachusetts
$608K +$186 +1 +0%
HSA
877
HBK Sorce Advisory
Pennsylvania
$606K -$76.6K -411 -11%
AA
878
Apriem Advisors
California
$605K +$246K +1,323 +69%
RWM
879
Rockwood Wealth Management
Pennsylvania
$603K -$3.35K -18 -0.6%
GWS
880
Greykasell Wealth Strategies
California
$603K +$931 +5 +0.2%
NPFS
881
Novak & Powell Financial Services
Florida
$599K -$509K -2,733 -46%
BFC
882
Bedel Financial Consulting
Indiana
$599K +$23.5K +129 +4%
BPFA
883
Barnes Pettey Financial Advisors
Mississippi
$598K +$258K +1,384 +76%
AWP
884
Astra Wealth Partners
New Jersey
$597K
FHA
885
Flagship Harbor Advisors
Massachusetts
$596K +$1.68K +9 +0.3%
LWMNY
886
Landmark Wealth Management (New York)
New York
$595K -$30.2K -162 -5%
MF
887
Manuka Financial
Virginia
$592K +$54.2K +291 +10%
CAG
888
Crestwood Advisors Group
Massachusetts
$590K
TC
889
Trilogy Capital
California
$589K -$33.3K -179 -5%
WWM
890
Western Wealth Management
Colorado
$589K +$13.4K +72 +2%
EB
891
Exchange Bank
California
$588K -$19K -102 -3%
MAM
892
McLean Asset Management
Virginia
$580K +$28K +172 +5%
BI
893
Beckerman Institutional
New Jersey
$578K +$30.2K +162 +6%
WA
894
Wealthstream Advisors
New York
$576K +$1.68K +9 +0.3%
RA
895
Resolute Advisors
California
$574K +$3.73K +20 +0.7%
FCH
896
Freestone Capital Holdings
Washington
$574K -$6.89K -37 -1%
CCB
897
Country Club Bank
Missouri
$573K
UI
898
Unconventional Investor
New Hampshire
$572K +$3.91K +21 +0.7%
HPM
899
Hoxton Planning & Management
West Virginia
$571K +$2.61K +14 +0.5%
AF
900
Apexium Financial
Texas
$570K +$6.33K +34 +1%