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Vanguard Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
326
Concurrent Investment Advisors
Florida
$10.6M +$2.24M +9,468 +27%
DWM
327
Diversify Wealth Management
Utah
$10.6M +$241K +982 +2%
PCA
328
Peddock Capital Advisors
Massachusetts
$10.6M +$583K +2,461 +6%
TPF
329
Tribridge Partners Financial
Maryland
$10.6M +$10.6M +44,528 New
PWM
330
Perigon Wealth Management
California
$10.5M +$146K +614 +1%
NAS
331
Nicolet Advisory Services
Wisconsin
$10.5M +$381K +1,605 +4%
SWP
332
Stratos Wealth Partners
Ohio
$10.4M +$179K +755 +2%
USCWA
333
U.S. Capital Wealth Advisors
Texas
$10.4M -$371K -1,566 -3%
CTWM
334
Cherry Tree Wealth Management
Minnesota
$10.4M +$287K +1,211 +3%
FOFP
335
Fee-Only Financial Planning
South Carolina
$10.4M +$92.4K +390 +0.9%
CP
336
Capital Planning
Washington
$10.4M -$72.8K -306 -0.7%
TRCT
337
Tower Research Capital (TRC)
New York
$10.3M +$10.3M +43,604 +242,244%
AQR Capital Management
338
AQR Capital Management
Connecticut
$10.3M +$4.45M +18,778 +76%
WA
339
Waverly Advisors
Alabama
$10.2M +$324K +1,366 +3%
PP
340
PrairieView Partners
Minnesota
$10.2M -$2.74M -11,580 -21%
PCM
341
Penserra Capital Management
California
$10.1M -$3.9M -16,441 -28%
MNA
342
Manning & Napier Advisors
New York
$10.1M -$165K -695 -2%
FWM
343
Fonville Wealth Management
Virginia
$10.1M -$79.7K -336 -0.8%
APIM
344
Agate Pass Investment Management
Washington
$10.1M -$523K -2,206 -5%
FHA
345
Flagship Harbor Advisors
Massachusetts
$10.1M -$669K -2,825 -6%
VA
346
VestGen Advisors
Illinois
$9.95M -$85.8K -362 -0.9%
RWI
347
Red Wave Investments
Pennsylvania
$9.95M +$30.1K +127 +0.3%
NAMP
348
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.89M +$46.2K +195 +0.5%
HAC
349
Harbor Advisory Corp
New Hampshire
$9.84M +$327K +1,380 +3%
MFS
350
Madrona Financial Services
Washington
$9.84M +$706K +2,978 +8%