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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
AIM
1126
Athena Investment Management
California
$434K
LPAM
1127
Lodestar Private Asset Management
California
$433K -$224 -1 -0.1%
CWS
1128
Confluence Wealth Services
Pennsylvania
$433K +$19.7K +88 +5%
CPRPA
1129
Cerity Partners Retirement Plan Advisors
New York
$433K +$445K +1,992 New
PWM
1130
Provident Wealth Management
Tennessee
$432K -$15.2K -68 -3%
CA
1131
CoreCap Advisors
Michigan
$431K +$43.8K +196 +11%
SNBOSD
1132
Security National Bank of So Dak
Iowa
$431K +$230K +1,030 +108%
AI
1133
Accredited Investors
Minnesota
$431K +$8.94K +40 +2%
SSCA
1134
South Shore Capital Advisors
Massachusetts
$430K -$6.71K -30 -1%
FMWA
1135
Forvis Mazars Wealth Advisors
Missouri
$429K +$72.2K +323 +20%
QCG
1136
Quadrant Capital Group
Ohio
$426K
GAM
1137
Gemmer Asset Management
California
$426K +$1.56K +7 +0.4%
HSA
1138
HBK Sorce Advisory
Pennsylvania
$425K +$1.79K +8 +0.4%
BCA
1139
Bay Colony Advisors
Massachusetts
$425K -$36.9K -165 -8%
AWC
1140
Adamsbrown Wealth Consultants
Kansas
$425K +$4.25K +19 +1%
WKWM
1141
Walter & Keenan Wealth Management
Indiana
$423K -$14.8K -66 -3%
GWM
1142
Grand Wealth Management
Michigan
$423K +$2.46K +11 +0.6%
C1AG
1143
Client 1st Advisory Group
Florida
$423K
IIWM
1144
Investment Insight Wealth Management
New York
$421K +$894 +4 +0.2%
CWA
1145
CM Wealth Advisors
Ohio
$418K
BWS
1146
BCR Wealth Strategies
Alabama
$416K -$261K -1,168 -38%
BBHC
1147
Brown Brothers Harriman & Co
New York
$415K -$1.12K -5 -0.3%
SA
1148
Skyline Advisors
Washington
$415K
WCM
1149
Winthrop Capital Management
Indiana
$415K -$26.8K -120 -6%
AGC
1150
Aspen Grove Capital
Colorado
$413K