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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 %
BDF
426
Black Diamond Financial
Maryland
$7.45M -$5.54K -25 -0.1%
EF
427
Elite Financial
Idaho
$7.41M +$30.8K +139 +0.4%
CAG
428
Crestwood Advisors Group
Massachusetts
$7.4M +$46.3K +209 +0.6%
TWM
429
TriaGen Wealth Management
California
$7.4M +$34.4K +155 +0.5%
BIM
430
Bridges Investment Management
Nebraska
$7.4M +$99.8K +450 +1%
WIM
431
Warwick Investment Management
Texas
$7.4M -$25.5K -115 -0.3%
FT
432
Fiduciary Trust
Massachusetts
$7.32M -$79.8K -360 -1%
A
433
Allianz
Germany
$7.31M -$139K -625 -2%
RI
434
Rinkey Investments
California
$7.29M -$959K -4,323 -12%
IA
435
IFP Advisors
Florida
$7.27M +$1.04M +4,701 +17%
MMPW
436
Mitchell McLeod Pugh & Williams
Alabama
$7.24M +$698K +3,146 +11%
LCM
437
Logan Capital Management
Pennsylvania
$7.23M -$35.5K -160 -0.5%
VA
438
Valmark Advisers
Ohio
$7.21M +$404K +1,821 +6%
HTC
439
Haverford Trust Company
Pennsylvania
$7.19M -$40.8K -184 -0.6%
BWCS
440
Beirne Wealth Consulting Services
Connecticut
$7.19M +$29.5K +133 +0.4%
HWM
441
Howard Wealth Management
Connecticut
$7.15M -$289K -1,303 -4%
OFS
442
Oldfather Financial Services
Nebraska
$7.13M +$170K +765 +2%
TI
443
Tidal Investments
Wisconsin
$7.12M +$6.2M +27,977 +676%
CA
444
Capital Advantage
California
$7.1M – – –
GHAM
445
Gilman Hill Asset Management
Connecticut
$7.1M +$296K +1,337 +4%
RCAG
446
Rehmann Capital Advisory Group
Michigan
$7.04M +$547K +2,467 +8%
WFPG
447
Waller Financial Planning Group
Ohio
$7.04M -$1.05M -4,736 -13%
WA
448
Wambolt & Associates
Colorado
$6.92M +$505K +2,269 +8%
National Bank of Canada
449
National Bank of Canada
Quebec, Canada
$6.92M +$3.17M +14,299 +85%
AA
450
Ancora Advisors
Ohio
$6.91M -$54.8K -247 -0.8%
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