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Vanguard Small-Cap ETF
VB

Overview Fund Activity

2,126 hedge funds and large institutions have $35.1B invested in Vanguard Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 927 increasing their positions, 785 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,126
Holders Change
-35
Holders Change %
-1.62%
% of All Funds
28.88%
Holding in Top 10
198
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10%
% of All Funds
2.69%
New
125
Increased
927
Reduced
785
Closed
104
Calls
$17.2M
Puts
$11.7M
Net Calls
+$5.48M
Net Calls Change
-$146K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$448M
2
WL
WIT LLC
District of Columbia
+$161M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$121M
4
WANY
Wealthspire Advisors (New York)
New York
+$82.8M
5
GCM
Gibraltar Capital Management
Oklahoma
+$61.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$162M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$150M
3
S
SignatureFD
Georgia
-$142M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66.5M
5
MECA
Miller Equity Capital Advisors
Texas
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
326
Spectrum Financial Alliance
Kentucky
$10.3M +$108K +488 +1%
HNB
327
Huntington National Bank
Ohio
$10.3M -$12.2M – –
BCWM
328
Bartlett & Co Wealth Management
Ohio
$10.3M -$112K -507 -1%
KCM
329
Kathmere Capital Management
Pennsylvania
$10.3M +$270K +1,219 +3%
BEI
330
Benjamin Edwards Inc
Missouri
$10.2M -$59.2K -267 -0.6%
PPWP
331
Proquility Private Wealth Partners
Nevada
$10.2M -$100K -452 -1%
CG
332
Caprock Group
Idaho
$10.2M +$172K +774 +2%
WIA
333
World Investment Advisors
California
$10.2M +$2.08M +9,363 +26%
VBWMG
334
Von Berge Wealth Management Group
California
$10.2M +$54.5K +253 +0.5%
PP
335
PDS Planning
Ohio
$10.1M -$21.5K -97 -0.2%
VF
336
Vawter Financial
Ohio
$10.1M +$567K +2,555 +6%
OWM
337
Orgel Wealth Management
Wisconsin
$10.1M +$252K +1,138 +3%
USCWA
338
U.S. Capital Wealth Advisors
Texas
$10.1M -$136K -612 -1%
SMA
339
Sage Mountain Advisors
Georgia
$10.1M -$111K -500 -1%
CG
340
Cynosure Group
Utah
$10.1M +$2.54M +11,432 +34%
FHA
341
Flagship Harbor Advisors
Massachusetts
$10M -$289K -1,304 -3%
APIM
342
Agate Pass Investment Management
Washington
$9.9M -$940K -4,240 -9%
ATPW
343
Ashton Thomas Private Wealth
Arizona
$9.82M +$292K +1,315 +3%
JFG
344
JDM Financial Group
Texas
$9.8M +$312K +1,408 +3%
CP
345
Capital Planning
Washington
$9.75M -$212K -958 -2%
BMC
346
Bear Mountain Capital
Washington
$9.75M +$608K +2,806 +7%
IIA
347
Integral Investment Advisors
California
$9.69M +$611K +2,757 +7%
SHGA
348
Sand Hill Global Advisors
California
$9.67M +$1.35M +6,074 +16%
PWM
349
Perigon Wealth Management
California
$9.66M +$234K +1,056 +2%
FOFP
350
Fee-Only Financial Planning
South Carolina
$9.63M -$74.7K -337 -0.8%
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