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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
AT
951
American Trust
Kentucky
$669K +$40.5K +181 +6%
AUB
952
Atlantic Union Bankshares
Virginia
$669K -$8.49K -38 -1%
TVAMP
953
Tennessee Valley Asset Management Partners
Tennessee
$669K +$46.1K +206 +7%
YWM
954
Yukon Wealth Management
Kansas
$668K -$24.8K -111 -3%
PCM
955
Pointe Capital Management
Michigan
$668K
NF
956
Nikulski Financial
Iowa
$664K -$1.84M -8,217 -73%
LWM
957
LJI Wealth Management
Indiana
$660K +$37.8K +169 +6%
TAM
958
Townsend Asset Management
North Carolina
$660K +$53.4K +239 +9%
DWA
959
Dougherty Wealth Advisers
Minnesota
$660K -$129K -578 -16%
ERIC
960
Eagle Rock Investment Company
Georgia
$657K +$6.71K +30 +1%
EFG
961
Elevated Financial Group
Indiana
$657K -$9.17K -41 -1%
BI
962
Beckerman Institutional
New Jersey
$657K
AFA
963
Avant Financial Advisors
Texas
$656K
WMN
964
Wealth Management Nebraska
Nebraska
$655K +$674K +3,016 New
TWA
965
TCI Wealth Advisors
Arizona
$655K +$9.84K +44 +1%
DSA
966
Droms Strauss Advisors
Missouri
$654K -$8.49K -38 -1%
WWM
967
Woodside Wealth Management
Massachusetts
$654K
WCM
968
Weik Capital Management
Pennsylvania
$652K
MWM
969
Modern Wealth Management
Kansas
$652K -$31.1K -139 -4%
CF
970
Centaurus Financial
California
$650K +$6.93K +31 +1%
BHFP
971
Blom & Howell Financial Planning
California
$647K -$268K -1,201 -29%
BPWM
972
Badgley Phelps Wealth Managers
Washington
$646K +$131K +584 +24%
RBC
973
Roble Belko & Company
Pennsylvania
$642K +$383K +1,714 +138%
RF
974
RHS Financial
California
$639K -$34.7K -155 -5%
MWM
975
MorganRosel Wealth Management
Colorado
$639K -$222K -991 -25%