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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 %
NSAM
1251
North Star Asset Management
Wisconsin
$216K -$17.3K -93 -7%
PAIM
1252
Punch & Associates Investment Management
Minnesota
$215K -$11.2K -60 -5%
LWM
1253
LJI Wealth Management
Indiana
$213K +$11.2K +60 +6%
CGPCS
1254
Capital Group Private Client Services
California
$213K -$1.68K -9 -0.8%
IIL
1255
Insight Inv LLC
California
$213K
AIC
1256
Archer Investment Corporation
Indiana
$212K +$1.3K +7 +0.6%
SL
1257
Salomon & Ludwin
Virginia
$212K -$22.9K -123 -10%
SMA
1258
Seven Mile Advisory
New Jersey
$211K
KWS
1259
Keystone Wealth Services
California
$211K -$33K -177 -14%
AWM
1260
Angeles Wealth Management
California
$210K
CCWM
1261
Cassaday & Co Wealth Management
Virginia
$210K +$210K +1,128 New
SDWMA
1262
Schneider Downs Wealth Management Advisors
Pennsylvania
$210K +$186 +1 +0.1%
HIW
1263
Holos Integrated Wealth
Pennsylvania
$210K
MWM
1264
Maridea Wealth Management
New York
$208K +$1.12K +6 +0.5%
WMN
1265
Wealth Management Nebraska
Nebraska
$208K -$271K -1,457 -57%
EFG
1266
Ehrlich Financial Group
California
$207K +$207K +1,113 New
VBWMG
1267
Von Berge Wealth Management Group
California
$207K +$539 +3 +0.3%
FA
1268
FSA Advisors
Michigan
$206K +$4.1K +22 +2%
MSAM
1269
Moloney Securities Asset Management
Missouri
$206K +$206K +1,105 New
KFSN
1270
Keystone Financial Services (Nebraska)
Nebraska
$205K +$205K +1,102 New
MPAM
1271
Murphy Pohlad Asset Management
Minnesota
$205K +$205K +1,101 New
RH
1272
RFG Holdings
Texas
$204K -$3.73K -20 -2%
BAM
1273
BTS Asset Management
Massachusetts
$204K +$204K +1,095 New
IJWM
1274
Inman Jager Wealth Management
Mississippi
$204K +$204K +1,093 New
JGIA
1275
Jackson Grant Investment Advisers
Connecticut
$203K +$1.3K +7 +0.6%