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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 %
NRC
1301
New Republic Capital
North Carolina
$158K -$9.32K -50 -6%
MSWM
1302
Mowery & Schoenfeld Wealth Management
Illinois
$157K
W
1303
WealthCollab
Washington
$153K
OA
1304
Operose Advisors
Wisconsin
$149K -$6.33K -34 -4%
PG
1305
Proffitt & Goodson
Tennessee
$146K
DI
1306
DAGCO Inc
Ohio
$143K +$143K +770 New
TCM
1307
TD Capital Management
Tennessee
$138K
AA
1308
Addison Advisors
Vermont
$136K
MLA
1309
MB, Levis & Associates
Pennsylvania
$135K +$38.9K +209 +40%
HHGA
1310
Halbert Hargrove Global Advisors
California
$134K
CA
1311
Crewe Advisors
Utah
$129K
APW
1312
Atlantic Private Wealth
North Carolina
$125K
ME
1313
McIlrath & Eck
Washington
$124K +$186 +1 +0.1%
WPA
1314
West Paces Advisors
Georgia
$124K +$931 +5 +0.8%
SFM
1315
Systematic Financial Management
New Jersey
$124K -$1.02M -5,448 -89%
PA
1316
PSI Advisors
Florida
$123K
TIM
1317
Thompson Investment Management
Wisconsin
$118K
CFO
1318
Colony Family Offices
North Carolina
$118K +$12.7K +68 +12%
MCM
1319
MV Capital Management
Maryland
$118K +$118K +633 New
Lazard Asset Management
1320
Lazard Asset Management
New York
$113K
FMB
1321
Field & Main Bank
Kentucky
$112K
SIM
1322
Synergy Investment Management
Florida
$111K -$76.6K -411 -41%
BIG
1323
Brooklyn Investment Group
New York
$109K +$89.7K +482 +455%
CW
1324
Curio Wealth
Maryland
$108K -$19.7M -544 -99%
HC
1325
Hurley Capital
New York
$106K +$45.9K +246 +76%