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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
AWP
1026
Axis Wealth Partners
Rhode Island
$571K -$52.3K -234 -8%
FIA
1027
Foundations Investment Advisors
Arizona
$569K +$73.3K +328 +14%
TBFA
1028
Three Bearings Fiduciary Advisors
New Hampshire
$568K -$1.12K -5 -0.2%
TWP
1029
TFO Wealth Partners
Ohio
$567K +$2.24K +10 +0.4%
CWM
1030
Collaborative Wealth Management
Florida
$566K -$65.7K -294 -10%
STA
1031
Smith Thornton Advisors
Alabama
$565K
DG
1032
Dala Group
Illinois
$563K -$629K -2,812 -52%
KCM
1033
Kathmere Capital Management
Pennsylvania
$560K -$501K -2,240 -47%
GWM
1034
Gilpin Wealth Management
Colorado
$559K -$9.39K -42 -2%
SOS
1035
Silver Oak Securities
Tennessee
$558K -$2.49M -11,144 -81%
KCA
1036
Kastel Capital Advisors
Massachusetts
$555K
WIC
1037
Woodmont Investment Counsel
Tennessee
$548K -$106K -475 -16%
MWM
1038
McMill Wealth Management
Nebraska
$547K +$894 +4 +0.2%
GWMI
1039
Guardian Wealth Management (Illinois)
Illinois
$544K -$9.17K -41 -2%
PA
1040
Pinnacle Associates
New York
$541K -$30.2K -135 -5%
LHEI
1041
Leo H. Evart Inc
California
$541K +$557K +2,491 New
FIC
1042
Family Investment Center
Missouri
$538K -$42.7K -191 -7%
PB
1043
Pinnacle Bancorp
Nebraska
$536K +$109K +487 +25%
KCFA
1044
Key Client Fiduciary Advisors
New Jersey
$536K +$1.34K +6 +0.2%
DWM
1045
DeLarme Wealth Management
California
$535K -$4.92K -22 -0.9%
AWM
1046
Atticus Wealth Management
Florida
$534K -$10.1K -45 -2%
SCM
1047
SCS Capital Management
Massachusetts
$534K -$65.7K -294 -11%
PCG
1048
Prosperity Consulting Group
Maryland
$533K
RWI
1049
Red Wave Investments
Pennsylvania
$533K -$1.79K -8 -0.3%
MWM
1050
Manske Wealth Management
Texas
$532K +$305K +1,363 +125%