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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 %
IAA
1526
Independent Advisor Alliance
North Carolina
-$1.76M -8,887 Closed
FF
1527
Fluent Financial
Texas
-$1.47M -7,394 Closed
CFGS
1528
Concourse Financial Group Securities
Alabama
-$1.32M -6,390 Closed
PB
1529
Prime Buchholz
New Hampshire
-$1.1M -5,548 Closed
BFG
1530
Bleakley Financial Group
New Jersey
-$691K -3,486 Closed
JWM
1531
JPL Wealth Management
Colorado
-$673K -3,394 Closed
FH
1532
Financial Harvest
Florida
-$659K -3,325 Closed
OCM
1533
Objective Capital Management
Ohio
-$654K -3,302 Closed
WP
1534
WMS Partners
Maryland
-$635K -3,204 Closed
AT
1535
American Trust
Kentucky
-$630K -3,181 Closed
AG
1536
AlTi Global
New York
-$633K -3,096 Closed
FFA
1537
Fortune Financial Advisors
Kansas
-$593K -2,994 Closed
WA
1538
Westfuller Advisors
New York
-$572K -2,884 Closed
SW
1539
SVB Wealth
Massachusetts
-$555K -2,802 Closed
WJWM
1540
Williams Jones Wealth Management
New York
-$446K -2,251 Closed
AWA
1541
Acorn Wealth Advisors
Michigan
-$412K -2,081 Closed
WEG
1542
World Equity Group
Illinois
-$396K -1,996 Closed
CRC
1543
Curi RMB Capital
Illinois
-$387K -1,955 Closed
VWM
1544
Venturi Wealth Management
Texas
-$370K -1,869 Closed
SOWAS
1545
Silver Oak Wealth Advisors Services
California
-$360K -1,815 Closed
GSAM
1546
Grant Street Asset Management
Pennsylvania
-$346K -1,744 Closed
MCM
1547
Mattern Capital Management
Colorado
-$325K -1,638 Closed
AIM
1548
AMI Investment Management
Indiana
-$315K -1,589 Closed
PWP
1549
Perfromance Wealth Partners
Illinois
-$293K -1,478 Closed
Wolverine Trading
1550
Wolverine Trading
Illinois
-$284K -1,438 Closed