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Vanguard Small-Cap Value ETF

1,508 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, 570 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,508
Holders Change
-64
Holders Change %
-4.07%
% of All Funds
20.49%
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
570
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 %
WIA
126
World Investment Advisors
California
$15.2M +$12M +64,652 +377%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$14.7M -$1.41M -7,583 -9%
PMFA
128
Plante Moran Financial Advisors
Michigan
$14.4M -$112K -600 -0.8%
FC
129
Family CFO
California
$14.2M +$274K +1,469 +2%
SIA
130
Strategic Investment Advisors
Michigan
$14.1M +$1.22M +6,554 +9%
LWP
131
LMG Wealth Partners
Louisiana
$14.1M +$54.4K +292 +0.4%
TW
132
Traveka Wealth
California
$14M +$328K +1,760 +2%
AAS
133
Avantax Advisory Services
Texas
$13.9M +$82K +440 +0.6%
QIM
134
Quest Investment Management
Oregon
$13.8M
JC
135
JBGlobal.com
New York
$13.6M -$1.29M -6,950 -9%
CCA
136
Checchi Capital Advisers
California
$13.6M -$1.86M -9,984 -12%
BF
137
Brooklyn FI
New York
$13.6M +$845K +4,538 +7%
BEI
138
Benjamin Edwards Inc
Missouri
$13.3M -$279K -1,498 -2%
BCWM
139
Bartlett & Co Wealth Management
Ohio
$13.3M -$608K -3,266 -4%
SP
140
Symmetry Partners
Connecticut
$13.1M -$5.13M -27,538 -28%
CWM
141
Capital Wealth Management
Rhode Island
$12.9M +$147K +787 +1%
AI
142
Arvest Investments
Arkansas
$12.9M +$382K +2,051 +3%
PLU
143
Performa Ltd (US)
South Carolina
$12.9M +$1.79M +9,612 +16%
PFM
144
Phillips Financial Management
Indiana
$12.8M -$76.4K -410 -0.6%
PFA
145
Pure Financial Advisors
California
$12.7M +$6.83M +36,646 +116%
TWM
146
Tradition Wealth Management
Minnesota
$12.7M +$79.5K +427 +0.6%
JCM
147
Jacobsen Capital Management
Utah
$12.7M -$79K -424 -0.6%
PPW
148
Presilium Private Wealth
Pennsylvania
$12.7M +$1.16M +6,234 +10%
SCI
149
Silver Coast Investments
United States
$12.6M +$249K +1,338 +2%
SFP
150
Shepherd Financial Partners
Massachusetts
$12.5M -$21.5M -115,668 -63%