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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 %
AFG
151
Atomi Financial Group
New York
$12.5M +$9.54M +51,218 +326%
Kovitz Investment Group Partners
152
Kovitz Investment Group Partners
Illinois
$12.4M +$252K +1,353 +2%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$12.3M +$2.62M +14,086 +27%
Bank of New York Mellon
154
Bank of New York Mellon
New York
$12.3M -$327K -1,754 -3%
DADC
155
D.A. Davidson & Co
Montana
$12.2M -$504K -2,706 -4%
MWA
156
Moser Wealth Advisors
Washington
$12M +$106K +570 +0.9%
TYCC
157
Texas Yale Capital Corp
Florida
$12M -$891K -4,782 -7%
PGFC
158
Peapack-Gladstone Financial Corp
New Jersey
$11.9M -$178K -955 -1%
ASN
159
Advisory Services Network
Georgia
$11.7M -$2.11M -11,314 -15%
WBG
160
Wharton Business Group
Pennsylvania
$11.6M +$71K +381 +0.6%
AA
161
Ancora Advisors
Ohio
$11.5M -$152K -815 -1%
FSWA
162
Financial Synergies Wealth Advisors
Texas
$11.3M +$6.15K +33 +0.1%
AC
163
Apella Capital
Connecticut
$11.2M -$1.56M -8,819 -12%
CFG
164
Clayton Financial Group
Missouri
$11.1M +$528K +2,835 +5%
EI
165
Ellevest Inc
New York
$11M -$1.43M -7,666 -11%
GC
166
Garde Capital
Washington
$11M -$374K -2,010 -3%
PWM
167
Praetorian Wealth Management
California
$10.9M -$58.3K -313 -0.5%
P
168
&Partners
Tennessee
$10.9M +$3.66M +19,730 +51%
HWM
169
HB Wealth Management
Georgia
$10.8M +$1.79M +9,635 +20%
BTIM
170
BancFirst Trust & Investment Management
Oklahoma
$10.8M
MWM
171
Meridian Wealth Management
Kentucky
$10.8M +$705K +3,787 +7%
VFG
172
Victory Financial Group
Texas
$10.8M +$1.11M +5,955 +11%
CTWM
173
Cherry Tree Wealth Management
Minnesota
$10.7M +$57.7K +310 +0.5%
BWFA
174
Baltimore-Washington Financial Advisors
Maryland
$10.6M -$46.4K -249 -0.4%
FA
175
Fiducient Advisors
Illinois
$10.5M +$79.5K +427 +0.8%