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Vanguard Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
401
Geneos Wealth Management
Colorado
$8.01M +$3.48M +8,158 +77%
LIG
402
Lokken Investment Group
Delaware
$7.95M +$187K +843 +2%
PL
403
Plancorp LLC
Missouri
$7.95M +$7.37M +33,224 +1,271%
JBA
404
Johnson Bixby & Associates
Washington
$7.94M +$208K +936 +3%
Lazard Asset Management
405
Lazard Asset Management
New York
$7.9M -$65.9K -297 -0.8%
BKA
406
Brick & Kyle Associates
Pennsylvania
$7.88M -$46.3K -211 -0.6%
SC
407
Steph & Co
Wisconsin
$7.85M -$652K -2,942 -8%
CIA
408
Concurrent Investment Advisors
Florida
$7.79M -$2.25M -10,164 -22%
CTA
409
Chesley Taft & Associates
Illinois
$7.79M -$46.8K -211 -0.6%
B
410
Bailard
California
$7.79M -$3.77K -17 -0%
OL
411
Optas LLC
Texas
$7.76M +$3.8M +17,127 +96%
RC
412
Rareview Capital
Nevada
$7.75M +$4.15M +18,735 +115%
DWM
413
Dynasty Wealth Management
Florida
$7.73M +$233K +1,051 +3%
WMG
414
WESCAP Management Group
California
$7.73M -$253K -1,143 -3%
RIM
415
RW Investment Management
Idaho
$7.72M +$1.09M +4,911 +16%
BWM
416
Benchmark Wealth Management
Connecticut
$7.71M -$431K -1,945 -5%
UFA
417
US Financial Advisors
Massachusetts
$7.69M -$284K -1,281 -4%
EWA
418
Exencial Wealth Advisors
Oklahoma
$7.69M -$232K -1,044 -3%
SFA
419
Sequoia Financial Advisors
Ohio
$7.69M +$1.22M +5,513 +19%
PF
420
Prosperitas Financial
California
$7.68M +$1.19M +5,387 +18%
PWM
421
Praetorian Wealth Management
California
$7.65M +$221K +996 +3%
AAS
422
Annex Advisory Services
Wisconsin
$7.58M -$7.29M -32,886 -49%
FCI
423
Financial Counselors Inc
Kansas
$7.55M -$503K -2,270 -6%
SPP
424
Single Point Partners
Massachusetts
$7.54M +$177K +798 +2%
GFG
425
Greenbush Financial Group
New York
$7.51M +$779K +3,513 +12%