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Vanguard Small-Cap Value ETF

1,681 hedge funds and large institutions have $18.4B invested in Vanguard Small-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 652 increasing their positions, 588 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more funds holding in top 10

Funds holding in top 10: 103104 (+1)

2% less capital invested

Capital invested by funds: $18.8B → $18.4B (-$427M)

1.14% less ownership

Funds ownership: 57.94%56.8% (-1.1%)

Holders
1,681
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.6M
Puts
$3.91M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
101
BHK Investment Advisors
Alabama
$27.2M
BWM
102
Brickley Wealth Management
California
$27.1M
GFWA
103
Grey Fox Wealth Advisors
Delaware
$26.9M
WIA
104
World Investment Advisors
California
$26.8M
SWM
105
Shakespeare Wealth Management
Wisconsin
$24.9M
SCI
106
Silver Coast Investments
United States
$23.5M
WMWM
107
Whitaker-Myers Wealth Managers
Ohio
$23.4M
P
108
&Partners
Tennessee
$22.9M
SIA
109
Strategic Investment Advisors
Michigan
$22.9M
JIC
110
Johnson Investment Counsel
Ohio
$22.4M
PIFP
111
Partners in Financial Planning
Virginia
$22.1M
NA
112
NewEdge Advisors
Louisiana
$22.1M
PAG
113
Private Advisor Group
New Jersey
$22.1M
PPW
114
Pasadena Private Wealth
California
$22.1M
IWA
115
Inspirion Wealth Advisors
Illinois
$21.7M
PP
116
PDS Planning
Ohio
$21.5M
PLU
117
Performa Ltd (US)
South Carolina
$21.4M
AI
118
Atria Investments
North Carolina
$21.2M
OCA
119
OpenArc Corporate Advisory
Georgia
$21.2M
AW
120
Avion Wealth
Texas
$20.6M
TFP
121
TrueWealth Financial Partners
Washington
$20.6M
AWM
122
Avior Wealth Management
Nebraska
$20.4M
CCA
123
Checchi Capital Advisers
California
$19.8M
ERWM
124
E&R Wealth Management
South Carolina
$19.7M
AAP
125
Arax Advisory Partners
Colorado
$19.1M