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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 %
RSWM
401
Robertson Stephens Wealth Management
California
$8.25M -$374K -1,571 -4%
PS
402
Principal Securities
Iowa
$8.22M -$3.06M -12,923 -27%
EI
403
Ellevest Inc
New York
$8.21M -$29.7M -125,200 -78%
RIM
404
RW Investment Management
Idaho
$8.2M -$44.3K -187 -0.5%
CW
405
Code Waechter
Florida
$8.19M +$8.19M +34,544 New
VWA
406
Visionary Wealth Advisors
Illinois
$8.15M +$1.03M +4,343 +14%
SCTC
407
Sanibel Captiva Trust Company
Florida
$8.14M -$1.14M -4,815 -12%
JBA
408
Johnson Bixby & Associates
Washington
$8.1M -$387K -1,635 -5%
GRP
409
Global Retirement Partners
California
$8.06M +$8.06M +34,003 New
GHAM
410
Gilman Hill Asset Management
Connecticut
$8.04M +$455K +1,922 +6%
PFS
411
Prospera Financial Services
Texas
$8.03M +$1.54M +6,476 +24%
CAG
412
Crestwood Advisors Group
Massachusetts
$8.01M +$100K +424 +1%
BWM
413
Benchmark Wealth Management
Connecticut
$7.99M -$250K -1,055 -3%
DWM
414
Dynasty Wealth Management
Florida
$7.98M -$278K -1,175 -3%
BDF
415
Black Diamond Financial
Maryland
$7.98M +$20.9K +88 +0.3%
EF
416
Elite Financial
Idaho
$7.9M -$160K -663 -2%
FFA
417
Fi3 Financial Advisors
Indiana
$7.85M +$546K +2,296 +7%
CA
418
Cambridge Advisors
Nebraska
$7.83M +$1.18M +5,000 +18%
WMG
419
WESCAP Management Group
California
$7.8M -$457K -1,928 -6%
TWM
420
Thrive Wealth Management
Pennsylvania
$7.74M +$2.75M +11,620 +55%
VA
421
Valmark Advisers
Ohio
$7.74M +$30.1K +127 +0.4%
HWM
422
Howard Wealth Management
Connecticut
$7.65M +$8.29K +35 +0.1%
FPWM
423
Five Pine Wealth Management
Idaho
$7.62M +$229K +966 +3%
FF
424
Financial Futures
New Jersey
$7.61M +$2.5M +10,563 +49%
OFS
425
Oldfather Financial Services
Nebraska
$7.58M -$46K -194 -0.6%