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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 %
DFA
1351
DHJJ Financial Advisors
Illinois
$71.3K -$8.56K -46 -11%
ACA
1352
American Capital Advisory
Idaho
$69.9K +$32.6K +175 +88%
VDBMI
1353
Van Den Berg Management I
Texas
$68.9K +$186 +1 +0.3%
SIS
1354
Sound Income Strategies
Florida
$65.2K -$4.47K -24 -6%
CIA
1355
Cape Investment Advisory
Georgia
$65.2K +$5.41K +29 +9%
TCA
1356
Trifecta Capital Advisors
Illinois
$64.2K +$64.2K +345 New
RLIM
1357
Red Lighthouse Investment Management
New York
$64.1K +$43K +224 +204%
JFG
1358
JDM Financial Group
Texas
$63.5K
MFA
1359
Morling Financial Advisors
California
$60.5K
BCMLT
1360
Beacon Capital Management LLC (Tennessee)
Tennessee
$59.5K +$373 +2 +0.6%
Q1WB
1361
Quest 10 Wealth Builders
Virginia
$59.4K -$60K -322 -50%
PIP
1362
Peachtree Investment Partners
Florida
$58.9K +$58.9K +316 New
RF
1363
Rossby Financial
Florida
$57.3K +$57.3K +320 New
SIC
1364
SJS Investment Consulting
Ohio
$55.5K -$3.54K -19 -6%
WWM
1365
Wagner Wealth Management
South Carolina
$55.1K +$55.1K +296 New
IWP
1366
IAG Wealth Partners
Wisconsin
$54K +$8.38K +45 +18%
CPG
1367
Cornerstone Planning Group
New Jersey
$51.9K +$4.93K +28 +10%
PCFFS
1368
Pacific Center for Financial Services
California
$51.6K
AAG
1369
Armstrong Advisory Group
Massachusetts
$51.5K
CPA
1370
Compass Planning Associates
Massachusetts
$50.2K +$3.53K +19 +8%
RA
1371
Rise Advisors
New York
$49K -$25.2K -135 -34%
FGAM
1372
Financial Gravity Asset Management
Texas
$48.5K +$48.5K +260 New
VWM
1373
Vermillion Wealth Management
Minnesota
$47.7K -$1.68K -9 -3%
CT
1374
Clearstead Trust
Maine
$46.4K +$36.9K +198 +388%
CIAS
1375
CBIZ Investment Advisory Services
Ohio
$46.2K