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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 %
PI
1201
PFG Investments
New York
$252K +$15.6K +84 +7%
WFA
1202
Wells Financial Advisors
Massachusetts
$252K
RWA
1203
River Wealth Advisors
Pennsylvania
$250K -$2.05K -11 -0.8%
DWP
1204
Destiny Wealth Partners
Florida
$250K
RCAG
1205
Rehmann Capital Advisory Group
Michigan
$250K +$24.6K +132 +11%
TA
1206
TPG Advisors
Illinois
$249K +$2.42K +13 +1%
FMWA
1207
Forvis Mazars Wealth Advisors
Missouri
$248K -$52.2K -280 -17%
SCM
1208
SCS Capital Management
Massachusetts
$248K +$248K +1,331 New
FFA
1209
First Foundation Advisors
California
$248K
CCIA
1210
Cherry Creek Investment Advisors
Colorado
$246K +$1.68K +9 +0.7%
NWAG
1211
Net Worth Advisory Group
Utah
$246K +$16.2K +87 +7%
BFG
1212
Berger Financial Group
Minnesota
$245K -$4.84K -26 -2%
CA
1213
Claris Advisors
Missouri
$245K
FWMP
1214
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$244K
PCM
1215
Passive Capital Management
Maryland
$244K
MW
1216
Marcum Wealth
Ohio
$241K -$31.3K -168 -11%
RBFC
1217
Roman Butler Fullerton & Co
Missouri
$241K +$173 +1 +0.1%
RPGNY
1218
Retirement Planning Group (New York)
New York
$241K +$241K +1,295 New
FFA
1219
Founders Financial Alliance
North Carolina
$241K +$141K +757 +142%
MAMG
1220
Milestone Asset Management Group
Connecticut
$240K +$1.12K +6 +0.5%
RF
1221
RHS Financial
California
$240K -$5.03K -27 -2%
KIM
1222
Kestra Investment Management
Texas
$240K -$21.3M -114,119 -99%
WPW
1223
Watershed Private Wealth
Illinois
$239K +$18.6K +100 +8%
BMWS
1224
Brady Martz Wealth Solutions
North Dakota
$239K -$373 -2 -0.2%
TA
1225
TruWealth Advisors
Louisiana
$236K -$20.7K -111 -8%