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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 %
JE
176
JMAC Enterprises
Pennsylvania
$10.5M +$195K +1,048 +2%
WAM
177
Weinberger Asset Management
California
$10.3M -$65.4K -351 -0.6%
William Blair & Company
178
William Blair & Company
Illinois
$10.3M +$235K +1,259 +2%
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$10.2M +$7.52M +40,377 +282%
LI
180
LMCG Investments
Massachusetts
$10.1M -$285K -1,531 -3%
MCM
181
MAI Capital Management
Ohio
$10.1M -$131K -702 -1%
FOFP
182
Fee-Only Financial Planning
South Carolina
$10M -$66.3K -356 -0.7%
BDF
183
Black Diamond Financial
Maryland
$9.84M -$378K -2,028 -4%
HCMT
184
Highland Capital Management (Tennessee)
Tennessee
$9.67M -$468K -2,513 -5%
GWM
185
Geneos Wealth Management
Colorado
$9.49M +$6.65M +35,722 +235%
CAWM
186
Capital Advisors Wealth Management
Washington
$9.33M -$110K -589 -1%
CIA
187
Concurrent Investment Advisors
Florida
$9.32M -$118K -635 -1%
FWI
188
Facet Wealth Inc
Maryland
$9.21M +$4.69M +25,591 +104%
M&T Bank
189
M&T Bank
New York
$9.2M -$1.92M -10,293 -17%
BCIM
190
Bishop & Co Investment Management
Pennsylvania
$9.16M -$2.52M -13,521 -22%
VC
191
Veery Capital
Delaware
$9.15M +$432K +2,320 +5%
FWP
192
Family Wealth Partners
North Carolina
$9.15M -$177K -950 -2%
AIM
193
Alhambra Investment Management
Florida
$9.13M +$1.55M +8,338 +20%
FCM
194
Firestone Capital Management
Florida
$9.07M +$304K +1,630 +3%
KPWS
195
Kestra Private Wealth Services
Texas
$8.89M +$792K +4,253 +10%
PP
196
Prosperity Planning
Missouri
$8.87M -$581K -3,118 -6%
FFP
197
Forbes Financial Planning
Rhode Island
$8.82M -$138K -739 -2%
FPW
198
Flywheel Private Wealth
California
$8.76M +$35.8K +192 +0.4%
SCM
199
Steele Capital Management
Iowa
$8.75M -$250K -1,340 -3%
CPA
200
Cardiff Park Advisors
California
$8.69M -$257K -1,380 -3%