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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 %
WIM
1426
Westside Investment Management
California
$18.1K +$16.4K +88 +978%
MSWA
1427
Marshall & Sterling Wealth Advisors
New York
$17.4K
HWP
1428
Highline Wealth Partners
California
$17.2K
VWM
1429
Valley Wealth Managers
New Jersey
$17K
AFG
1430
Albion Financial Group
Utah
$17K
PWMG
1431
Private Wealth Management Group
New Jersey
$17K
HFS
1432
Hughes Financial Services
Virginia
$16.6K +$16.6K +89 New
PWA
1433
Provenance Wealth Advisors
Florida
$16.3K
JFA
1434
JNBA Financial Advisors
Minnesota
$16K -$3.35K -18 -17%
MSG
1435
Main Street Group
Virginia
$16K
BAM
1436
Bellevue Asset Management
Washington
$15.6K
LWMI
1437
Legacy Wealth Management (Idaho)
Idaho
$15.5K
PA
1438
Pineridge Advisors
Missouri
$15.4K +$185 +1 +1%
HIMS
1439
Hager Investment Management Services
New Hampshire
$15.3K +$15.3K +82 New
AEPWM
1440
Atlantic Edge Private Wealth Management
Florida
$14.7K
ZBNA
1441
Zions Bancorporation, National Association
Utah
$14.5K +$14.5K +78 New
USB
1442
Union Savings Bank
Connecticut
$14K
EWM
1443
EPG Wealth Management
Georgia
$13.7K +$186 +1 +1%
MFC
1444
Morris Financial Concepts
South Carolina
$13.4K
NFSG
1445
Newbridge Financial Services Group
Florida
$13K
YP
1446
YANKCOM Partnership
South Dakota
$13K
DCBT
1447
Dakota Community Bank & Trust
North Dakota
$13K +$13K +70 New
Fuller & Thaler Asset Management
1448
Fuller & Thaler Asset Management
California
$12.3K -$76.8K -411 -86%
RBC
1449
Roble Belko & Company
Pennsylvania
$12K
ACM
1450
Anfield Capital Management
California
$11.7K