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Vanguard Small-Cap ETF

2,381 hedge funds and large institutions have $41.4B invested in Vanguard Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 1,022 increasing their positions, 853 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 87

25% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $26.7M

20% more repeat investments, than reductions

Existing positions increased: 1,022 | Existing positions reduced: 853

1% more funds holding in top 10

Funds holding in top 10: 202204 (+2)

1% more funds holding

Funds holding: 2,3632,381 (+18)

4% less capital invested

Capital invested by funds: $43.2B → $41.4B (-$1.89B)

5.19% less ownership

Funds ownership: 64.03%58.84% (-5.2%)

Holders
2,381
Holders Change
+18
Holders Change %
+0.76%
% of All Funds
29.33%
Holding in Top 10
204
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.99%
% of All Funds
2.51%
New
146
Increased
1,022
Reduced
853
Closed
87
Calls
$33.4M
Puts
$26.7M
Net Calls
+$6.74M
Net Calls Change
-$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.67B -$486M -1,795,023 -8%
Morgan Stanley
2
Morgan Stanley
New York
$2.11B +$47.8M +176,763 +2%
Wells Fargo
3
Wells Fargo
California
$1.58B -$7.09M -26,192 -0.4%
UBS Group
4
UBS Group
Switzerland
$1.15B +$133M +492,549 +13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$926M +$78.5M +290,080 +9%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$872M +$36.2M +133,747 +4%
LPL Financial
7
LPL Financial
California
$870M -$160M -591,321 -15%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$763M +$129M +476,269 +19%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$742M +$51M +188,373 +7%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$737M +$17.6M +65,009 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$590M -$14.2M -52,518 -2%
Mariner
12
Mariner
Kansas
$580M +$67.6M +249,753 +13%
Ameriprise
13
Ameriprise
Minnesota
$575M -$54.6M -201,680 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$548M -$30.2M -111,620 -5%
Creative Planning
15
Creative Planning
Kansas
$533M -$24.4M -90,108 -4%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$514M +$5.39M +19,923 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$508M +$55.7M +205,703 +12%
Charles Schwab
18
Charles Schwab
California
$467M -$8.45M -31,217 -2%
Goldman Sachs
19
Goldman Sachs
New York
$457M +$16.1M +59,565 +4%
Wealthfront Advisers
20
Wealthfront Advisers
California
$444M +$34.8M +128,686 +8%
CBU
21
CIBC Bancorp USA
Illinois
$394M +$408M +1,506,970 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$322M +$17M +62,668 +5%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$312M +$9.52M +35,183 +3%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$308M +$6.83M +25,242 +2%
Stifel Financial
25
Stifel Financial
Missouri
$307M -$1.53M -5,647 -0.5%