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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 %
BWL
1226
Bogart Wealth LLC
Virginia
$236K
CWS
1227
Confluence Wealth Services
Pennsylvania
$235K +$235K +1,334 New
PFP
1228
Paragon Financial Partners
California
$235K +$29.1K +156 +14%
PA
1229
Paragon Advisors
Texas
$234K +$10.6K +57 +5%
LCM
1230
Liberty Capital Management
Michigan
$233K
SVWG
1231
Shared Vision Wealth Group
United States
$232K
SAM
1232
Summit Asset Management
Tennessee
$231K -$48.6K -261 -17%
RCP
1233
Rothschild Capital Partners
New York
$230K -$51.2K -275 -18%
ALWM
1234
Andrews Lucia Wealth Management
California
$230K
PPC
1235
Park Place Capital
Alabama
$229K +$186 +1 +0.1%
CWM
1236
Connecticut Wealth Management
Connecticut
$228K +$228K +1,224 New
IDA
1237
Intelligence Driven Advisers
California
$226K +$6.34K +34 +3%
LRPA
1238
L. Roy Papp & Associates
Arizona
$225K +$1.49K +8 +0.7%
AP
1239
Adero Partners
California
$224K
WAG
1240
Winthrop Advisory Group
Massachusetts
$223K +$1.49K +8 +0.7%
CAM
1241
Clark Asset Management
New Hampshire
$222K +$24.2K +130 +12%
DWM
1242
Defined Wealth Management
Oregon
$221K -$19K -102 -8%
XPN
1243
XY Planning Network
Montana
$221K
SWM
1244
SilverOak Wealth Management
Minnesota
$220K
WCAMG
1245
Woodard & Company Asset Management Group
North Carolina
$220K -$18.6K -100 -8%
HCA
1246
Harbour Capital Advisors
Virginia
$219K
LCM
1247
Lazari Capital Management
California
$218K +$1.49K +8 +0.7%
FFP
1248
Freedom Financial Partners
Minnesota
$217K +$559 +3 +0.3%
SFS
1249
Strategic Financial Services
New York
$217K
LB
1250
Legacy Bridge
Iowa
$216K -$55.9K -300 -21%