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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
FWM
876
Fonville Wealth Management
Virginia
$829K +$6.71K +30 +0.8%
PEWA
877
Pacific Excel Wealth Advisors
California
$821K +$303K +1,356 +56%
GWS
878
Glassman Wealth Services
Virginia
$820K +$12.5K +56 +2%
QFA
879
Quantum Financial Advisors
California
$820K
RIS
880
Richmond Investment Services
Wisconsin
$820K
CAM
881
Clark Asset Management
New Hampshire
$816K +$538K +2,407 +178%
LSPW
882
Lake Street Private Wealth
Illinois
$815K +$224 +1 +0%
MWA
883
Medallion Wealth Advisors
Connecticut
$812K +$71.3K +319 +9%
QCM
884
QRG Capital Management
Illinois
$811K +$142K +637 +21%
WC
885
Westhampton Capital
North Carolina
$810K +$2.46K +11 +0.3%
TFS
886
truNorth Financial Services
Pennsylvania
$809K -$103K -462 -11%
Franklin Resources
887
Franklin Resources
California
$809K
LFG
888
Larson Financial Group
Missouri
$803K +$8.72K +39 +1%
SWA
889
Sightline Wealth Advisors
Connecticut
$801K -$31.7K -142 -4%
LPP
890
Life Planning Partners
Florida
$796K
MAG
891
Mayfair Advisory Group
Alabama
$796K -$36.7K -164 -4%
KA
892
KDT Advisors
New York
$793K
WBC
893
West Branch Capital
Massachusetts
$786K -$181K -808 -18%
ACM
894
Armbruster Capital Management
New York
$785K -$66.4K -297 -8%
MP
895
McDonald Partners
Ohio
$783K +$38.5K +172 +5%
SG
896
StoneX Group
New York
$782K +$150K +670 +23%
CT
897
Caldwell Trust
Florida
$781K +$6.71K +30 +0.8%
PWA
898
Physician Wealth Advisors
Utah
$780K +$447 +2 +0.1%
CTA
899
Chesley Taft & Associates
Illinois
$779K
NDSI
900
Newman Dignan & Sheerar Inc
Rhode Island
$778K -$678K -3,031 -46%