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Vanguard Small-Cap Value ETF

1,537 hedge funds and large institutions have $16.7B invested in Vanguard Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 511 increasing their positions, 607 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+28
Holders Change %
+1.86%
% of All Funds
20.6%
Holding in Top 10
97
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.73%
% of All Funds
1.3%
New
134
Increased
511
Reduced
607
Closed
81
Calls
$10.5M
Puts
$605K
Net Calls
+$9.89M
Net Calls Change
+$4M
Name Holding Trade Value Shares
Change
Shares
Change %
CNTOF
1226
Canandaigua National Trust of Florida
New York
$261K -$70.6K -362 -21%
PCM
1227
Passive Capital Management
Maryland
$260K
WQ
1228
Wealth Quarterback
New Jersey
$259K -$131K -671 -34%
HL
1229
HeadInvest LLC
Maine
$258K -$29.3K -150 -10%
FMWA
1230
Forvis Mazars Wealth Advisors
Missouri
$257K -$2.93K -15 -1%
CA
1231
Claris Advisors
Missouri
$256K
FWMP
1232
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$256K
CCA
1233
Cobblestone Capital Advisors
New York
$255K -$50.9K -261 -17%
APW
1234
Axim Planning & Wealth
Ohio
$255K -$48.8K -250 -16%
CICC
1235
Capital Investment Counsel (Colorado)
Colorado
$253K +$253K +1,296 New
PA
1236
Paragon Advisors
Texas
$251K +$6.82K +35 +3%
CRC
1237
Curi RMB Capital
Illinois
$251K +$251K +1,283 New
BMWS
1238
Brady Martz Wealth Solutions
North Dakota
$250K -$195 -1 -0.1%
SIMG
1239
Sonora Investment Management Group
Arizona
$250K +$250K +1,281 New
BWL
1240
Bogart Wealth LLC
Virginia
$249K +$2.54K +13 +1%
TA
1241
TruWealth Advisors
Louisiana
$247K
SVWG
1242
Shared Vision Wealth Group
United States
$247K
PPC
1243
Park Place Capital
Alabama
$244K
WFA
1244
Wells Financial Advisors
Massachusetts
$244K -$19.9K -102 -8%
LCM
1245
Liberty Capital Management
Michigan
$244K
RFP
1246
RCS Financial Planning
Maryland
$243K +$243K +1,241 New
HB
1247
Horizon Bancorp
Indiana
$242K -$83K -426 -26%
SAM
1248
Summit Asset Management
Tennessee
$242K
TFM
1249
TFC Financial Management
Massachusetts
$241K -$32.2K -165 -12%
KIM
1250
Kestra Investment Management
Texas
$240K