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Vanguard Small-Cap Value ETF

1,696 hedge funds and large institutions have $18.4B invested in Vanguard Small-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 657 increasing their positions, 594 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2% more funds holding in top 10

Funds holding in top 10: 103105 (+2)

2% less capital invested

Capital invested by funds: $18.8B → $18.4B (-$401M)

1.03% less ownership

Funds ownership: 57.97%56.94% (-1%)

Holders
1,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
105
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.6M
Puts
$3.91M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
201
Balance Wealth
Ohio
$10.7M
CWWM
202
Clear Wave Wealth Management
New Jersey
$10.6M
ML
203
Mayport LLC
Massachusetts
$10.5M
CPA
204
Cardiff Park Advisors
California
$10.4M
FTS
205
Fifth Third Securities
Ohio
$10.4M
FWP
206
Family Wealth Partners
North Carolina
$10.3M
DC
207
Davenport & Co
Virginia
$10.3M
AWM
208
AE Wealth Management
Kansas
$10.2M
IWM
209
Inlight Wealth Management
Georgia
$10.2M
SIA
210
Spectrum Investment Advisors
Wisconsin
$10.2M
Thrivent Financial for Lutherans
211
Thrivent Financial for Lutherans
Minnesota
$10.2M
SFG
212
Sage Financial Group
Pennsylvania
$10.2M
LI
213
LMCG Investments
Massachusetts
$10.1M
SLWA
214
San Luis Wealth Advisors
California
$10.1M
OP
215
Oath Planning
Oklahoma
$10.1M
PFPG
216
Pinnacle Financial Partners (Georgia)
Georgia
$10M
ONB
217
Old National Bancorp
Indiana
$9.97M
KPWS
218
Kestra Private Wealth Services
Texas
$9.96M
AA
219
Advisory Alpha
Michigan
$9.95M
PA
220
Parallel Advisors
California
$9.93M
TIAA Trust, National Association
221
TIAA Trust, National Association
North Carolina
$9.81M
HA
222
Hegarty Advisors
New York
$9.78M
SRC
223
Shufro Rose & Co
New York
$9.77M
WFP
224
Wrenne Financial Planning
Kentucky
$9.74M
CFG
225
Clayton Financial Group
Missouri
$9.63M