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Vanguard Small-Cap ETF
VB

Overview Fund Activity

2,115 hedge funds and large institutions have $37.6B invested in Vanguard Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 863 increasing their positions, 801 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
-11
Holders Change %
-0.52%
% of All Funds
28.36%
Holding in Top 10
178
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-10.1%
% of All Funds
2.39%
New
138
Increased
863
Reduced
801
Closed
100
Calls
$17.3M
Puts
$3.86M
Net Calls
+$13.4M
Net Calls Change
+$7.96M

Top Buyers

1
CM
Churchill Management
California
+$224M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$132M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$128M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$78.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$631M
2
WL
WIT LLC
District of Columbia
-$475M
3
AOI
Auto-Owners Insurance
Michigan
-$157M
4
FDP
Financiere des Professionnels
Quebec, Canada
-$59.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
301
Focused Wealth Management
New York
$11.7M +$355K +1,498 +3%
AF
302
Arrow Financial
New York
$11.6M -$383K -1,616 -3%
OWM
303
Orgel Wealth Management
Wisconsin
$11.6M +$828K +3,493 +8%
PA
304
Parkside Advisors
California
$11.6M +$1.58M +6,654 +16%
WIA
305
World Investment Advisors
California
$11.6M +$726K +3,064 +7%
SLT
306
St Louis Trust
Missouri
$11.6M -$86.7K -366 -0.7%
CGPCS
307
Capital Group Private Client Services
California
$11.5M +$41.5K +175 +0.4%
DK
308
David Kennon
Florida
$11.5M +$711 +3 +0%
RWA
309
Roberts Wealth Advisors
California
$11.5M +$194K +819 +2%
CNBT
310
Canandaigua National Bank & Trust
New York
$11.4M -$262K -1,106 -2%
BCWM
311
Bartlett & Co Wealth Management
Ohio
$11.4M +$422K +1,777 +4%
CWA
312
Clarity Wealth Advisors
California
$11.4M +$170K +716 +2%
OIA
313
OneDigital Investment Advisors
Kansas
$11.2M -$14K -59 -0.1%
KCM
314
Kathmere Capital Management
Pennsylvania
$11.1M +$127K +538 +1%
BP
315
Ballentine Partners
Massachusetts
$11.1M -$1.94M -8,198 -15%
HNW
316
High Note Wealth
Minnesota
$11M -$160K -675 -1%
RPC
317
Rossmore Private Capital
Connecticut
$11M -$133K -560 -1%
BMC
318
Bear Mountain Capital
Washington
$11M +$16.8K +69 +0.2%
SFA
319
Spectrum Financial Alliance
Kentucky
$10.9M -$178K -743 -2%
IIA
320
Integral Investment Advisors
California
$10.9M +$521K +2,199 +5%
JFG
321
JDM Financial Group
Texas
$10.8M +$343K +1,447 +3%
SMA
322
Sage Mountain Advisors
Georgia
$10.7M -$21.8K -92 -0.2%
HNB
323
Huntington National Bank
Ohio
$10.7M -$10.3M – –
CG
324
Cynosure Group
Utah
$10.6M -$144K -606 -1%
AWM
325
Apollon Wealth Management
South Carolina
$10.6M -$4.84M -20,415 -31%
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