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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
XPN
1051
XY Planning Network
Montana
$531K -$125K -559 -19%
HAG
1052
HighPoint Advisor Group
Illinois
$528K +$28.8K +129 +6%
PWP
1053
Precedent Wealth Partners
Texas
$525K -$13K -58 -2%
DWT
1054
Dorsey & Whitney Trust
South Dakota
$525K -$85.4K -382 -14%
CFP
1055
Cascade Financial Partners
California
$522K -$1.56K -7 -0.3%
TFGT
1056
TS Financial Group (TSFG)
Illinois
$521K
RI
1057
Rinkey Investments
California
$520K
GT
1058
GreatBanc Trust
Illinois
$519K -$81.6K -365 -13%
VA
1059
Valmark Advisers
Ohio
$519K +$4.92K +22 +0.9%
FSA
1060
Fort Sheridan Advisors
Illinois
$518K +$533K +2,385 New
MF
1061
Manuka Financial
Virginia
$517K
LWMNY
1062
Landmark Wealth Management (New York)
New York
$516K +$6.26K +28 +1%
OCM
1063
Orleans Capital Management
Louisiana
$516K
LPT
1064
Legacy Private Trust
Wisconsin
$514K +$3.58K +16 +0.7%
LWM
1065
Lodestone Wealth Management
Washington
$512K -$27.1K -121 -5%
NAMNJ
1066
NorthStar Asset Management (New Jersey)
New Jersey
$509K -$894 -4 -0.2%
RMA
1067
Roffman Miller Associates
Pennsylvania
$507K +$2.91K +13 +0.6%
CTA
1068
Camelot Technology Advisors
California
$506K +$894 +4 +0.2%
MA
1069
Montag & Associates
Georgia
$503K
SWP
1070
Sagespring Wealth Partners
Tennessee
$502K +$95.9K +429 +23%
TMWM
1071
Taylor & Morgan Wealth Management
Michigan
$502K -$2.01K -9 -0.4%
SCA
1072
STALEY CAPITAL ADVISERS
Pennsylvania
$502K
RRA
1073
Round Rock Advisors
Connecticut
$502K -$5.59K -25 -1%
WFA
1074
West Financial Advisors
Iowa
$500K
AIA
1075
AIMZ Investment Advisors
California
$500K -$5.59K -25 -1%