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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 %
TMWM
701
Taylor & Morgan Wealth Management
Michigan
$3.1M -$91.4K -412 -3%
MDA
702
Minot DeBlois Advisors
Massachusetts
$3.09M +$11.5K +52 +0.4%
AI
703
Accredited Investors
Minnesota
$3.09M +$97.4K +439 +3%
WFA
704
West Financial Advisors
Iowa
$3.09M +$49.2K +222 +2%
MF
705
Meridian Financial
Massachusetts
$3.09M -$26.4K -119 -0.8%
MWP
706
MYCIO Wealth Partners
Pennsylvania
$3.08M +$6.21K +28 +0.2%
HCMT
707
Highland Capital Management (Tennessee)
Tennessee
$3.04M +$14.9K +67 +0.5%
RWM
708
Refined Wealth Management
Utah
$3.04M +$1.67M +7,536 +122%
FFO
709
Fiduciary Family Office
Florida
$3.04M +$3.04M +13,709 New
PCMU
710
Paragon Capital Management (Utah)
Utah
$3.04M -$121K -544 -4%
LA
711
Lane & Associates
New Jersey
$3.03M -$73.6K -332 -2%
PIAS
712
PCA Investment Advisory Services
Ohio
$3.03M +$143K +643 +5%
FLPIM
713
F.L. Putnam Investment Management
Massachusetts
$3.03M -$802K -3,618 -21%
RFP
714
Roth Financial Partners
Texas
$3.02M -$4.44K -20 -0.1%
ONSWM
715
Old North State Wealth Management
North Carolina
$3.02M -$52.6K -237 -2%
GC
716
Grange Capital
Oregon
$3.01M -$120K -541 -4%
AO
717
Advisor OS
Illinois
$3M +$194K +876 +7%
RIA
718
Regal Investment Advisors
Michigan
$2.99M -$449K -2,023 -13%
FAIM
719
Financial Advocates Investment Management
Washington
$2.97M -$229K -1,034 -7%
ASG
720
Ariston Services Group
California
$2.97M +$199K +896 +7%
MWM
721
Maripau Wealth Management
Indiana
$2.96M +$180K +811 +6%
MOS
722
MGO One Seven
Ohio
$2.96M -$341K -1,540 -10%
PCM
723
Parsons Capital Management
Rhode Island
$2.95M +$215K +971 +8%
HT
724
Heritage Trust
Oklahoma
$2.95M -$21.7K -98 -0.7%
AWA
725
Acorn Wealth Advisors
Michigan
$2.94M -$59K -266 -2%