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Vanguard Small-Cap ETF

2,178 hedge funds and large institutions have $39.5B invested in Vanguard Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 873 increasing their positions, 827 reducing their positions, and 66 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 funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

6% more repeat investments, than reductions

Existing positions increased: 873 | Existing positions reduced: 827

5% more capital invested

Capital invested by funds: $37.8B → $39.5B (+$1.7B)

0.95% less ownership

Funds ownership: 59.6%58.65% (-0.95%)

Holders
2,178
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
184
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$6.39M
Net Calls
Net Calls Change

Top Buyers

1 +$235M
2 +$123M
3 +$111M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$92.4M
5
State Street
State Street
Massachusetts
+$60.5M

Top Sellers

1 -$1.07B
2 -$215M
3 -$197M
4
WA
Waterford Advisors
New York
-$94M
5
UBS Group
UBS Group
Switzerland
-$61.5M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
326
U.S. Capital Wealth Advisors
Texas
$11.8M
IIA
327
Integral Investment Advisors
California
$11.8M
HNB
328
Huntington National Bank
Ohio
$11.8M
MAV
329
Mason & Associates (Virginia)
Virginia
$11.7M
SAI
330
Savvy Advisors Inc
New York
$11.6M
CTWM
331
Cherry Tree Wealth Management
Minnesota
$11.6M
SFA
332
Spectrum Financial Alliance
Kentucky
$11.6M
VA
333
VestGen Advisors
Illinois
$11.5M
SMA
334
Sage Mountain Advisors
Georgia
$11.5M
CP
335
Capital Planning
Washington
$11.4M
PCA
336
Peddock Capital Advisors
Massachusetts
$11.4M
BM
337
Berman McAleer
Maryland
$11.3M
EF
338
Empowered Funds
Pennsylvania
$11.3M
MNA
339
Manning & Napier Advisors
New York
$11.2M
WA
340
Waverly Advisors
Alabama
$11.2M
BFPW
341
BOK Financial Private Wealth
Colorado
$11.2M
CG
342
Caprock Group
Idaho
$11.2M
FOFP
343
Fee-Only Financial Planning
South Carolina
$11.1M
PWM
344
Perigon Wealth Management
California
$11.1M
DWM
345
Diversify Wealth Management
Utah
$11.1M
LFP
346
Leeward Financial Partners
Washington
$11.1M
AWM
347
Apollon Wealth Management
South Carolina
$11M
DC
348
Dorval Corp
Minnesota
$11M
JFG
349
JDM Financial Group
Texas
$10.9M
JJBC
350
James J. Burns & Company
New York
$10.9M