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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 %
FP
1501
Financial Perspectives
Minnesota
$1.68K
PMIM
1502
Prudent Man Investment Management
Colorado
$1.39K
CWM
1503
Compass Wealth Management
Connecticut
$1.31K +$1.31K +7 New
HI
1504
Hoey Investments
Pennsylvania
$1.31K +$1.31K +7 New
HFS
1505
Hopwood Financial Services
Virginia
$932
GCM
1506
Gables Capital Management
Florida
$931
SAS
1507
Spurstone Advisory Services
Connecticut
$558
HPC
1508
HM Payson & Co
Maine
$373 -$60.1K -322 -99%
CAM
1509
Costello Asset Management
Pennsylvania
$208 +$208 +1 New
TCM
1510
Tradewinds Capital Management
Washington
$187
AP
1511
Atwood & Palmer
Missouri
$10
PAS
1512
Park Avenue Securities
New York
-$65.7M -331,455 Closed
EP
1513
Essential Planning
New Hampshire
-$11.5M -55,956 Closed
OPAM
1514
Ocean Park Asset Management
California
-$10.2M -51,663 Closed
GIA
1515
Goodwin Investment Advisory
Georgia
-$9.96M -50,296 Closed
CIM
1516
Cambria Investment Management
California
-$8.7M -43,888 Closed
TCMP
1517
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$4.59M -23,179 Closed
ACM
1518
Advisors Capital Management
New Jersey
-$4.09M -20,632 Closed
SWA
1519
Serenus Wealth Advisors
California
-$170K -19,899 Closed
Principal Financial Group
1520
Principal Financial Group
Iowa
-$3.35M -16,905 Closed
FFM
1521
Forum Financial Management
Illinois
-$2.96M -14,920 Closed
IC
1522
Innealta Capital
Texas
-$2.93M -14,798 Closed
MECA
1523
Miller Equity Capital Advisors
Texas
-$2.51M -12,655 Closed
WAM
1524
Worth Asset Management
Texas
-$2.5M -12,620 Closed
GWA
1525
Genesis Wealth Advisors
Massachusetts
-$2.29M -11,554 Closed