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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 %
CCG
1101
Coastwise Capital Group
California
$329K +$12.3K +66 +4%
KP
1102
Keel Point
Alabama
$328K -$40.2K -216 -11%
BI
1103
Binnacle Investments
Iowa
$327K +$327K +1,753 New
CAM
1104
Cidel Asset Management
Ontario, Canada
$326K -$1.86K -10 -0.6%
JSW
1105
Journey Strategic Wealth
New Jersey
$323K -$81K -435 -20%
JCM
1106
Jag Capital Management
Missouri
$322K
TIM
1107
Total Investment Management
Arizona
$320K +$186 +1 +0.1%
EWM
1108
Evercore Wealth Management
New York
$319K
CWA
1109
CM Wealth Advisors
Ohio
$319K
CNTOF
1110
Canandaigua National Trust of Florida
New York
$317K
DP
1111
Dearborn Partners
Illinois
$316K -$42.8K -230 -12%
CCMG
1112
Clark Capital Management Group
Pennsylvania
$315K +$19.4K +104 +7%
HFA
1113
Hippocratic Financial Advisors
California
$313K
MWM
1114
Melfa Wealth Management
Massachusetts
$312K +$373 +2 +0.1%
HB
1115
Horizon Bancorp
Indiana
$311K -$1.14M -6,104 -79%
AWM
1116
Accel Wealth Management
Iowa
$310K +$27.8K +149 +10%
OPPS
1117
Obsidian Personal Planning Solutions
Maryland
$310K -$4.86K -27 -2%
BP
1118
BWM Planning
Texas
$308K +$186 +1 +0.1%
WCM
1119
WealthTrak Capital Management
Virginia
$306K -$16.6K -89 -5%
WG
1120
Wealth Group
North Carolina
$306K +$38.7K +208 +14%
KPWM
1121
KDK Private Wealth Management
Texas
$305K
MIM
1122
Marco Investment Management
Georgia
$304K -$7.45K -40 -2%
AWM
1123
Austin Wealth Management
Texas
$304K -$259K -1,442 -46%
PIN
1124
Prudent Investors Network
California
$303K +$103K +553 +51%
AP
1125
Appleton Partners
Massachusetts
$303K -$34.1K -183 -10%