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Vanguard Small-Cap ETF

2,381 hedge funds and large institutions have $41.4B invested in Vanguard Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 1,022 increasing their positions, 853 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 87

25% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $26.7M

20% more repeat investments, than reductions

Existing positions increased: 1,022 | Existing positions reduced: 853

1% more funds holding in top 10

Funds holding in top 10: 202204 (+2)

1% more funds holding

Funds holding: 2,3632,381 (+18)

4% less capital invested

Capital invested by funds: $43.2B → $41.4B (-$1.89B)

5.19% less ownership

Funds ownership: 64.03%58.84% (-5.2%)

Holders
2,381
Holders Change
+18
Holders Change %
+0.76%
% of All Funds
29.33%
Holding in Top 10
204
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.99%
% of All Funds
2.51%
New
146
Increased
1,022
Reduced
853
Closed
87
Calls
$33.4M
Puts
$26.7M
Net Calls
+$6.74M
Net Calls Change
-$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
51
CBIZ Investment Advisory Services
Ohio
$125M +$93M +343,734 +259%
State Street
52
State Street
Massachusetts
$121M -$24.6M -91,044 -16%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$120M +$4.46M +16,482 +4%
PA
54
Pinnacle Associates
New York
$120M +$1.54M +5,699 +1%
FFW
55
Fusion Family Wealth
New York
$116M +$3.24M +11,981 +3%
Truist Financial
56
Truist Financial
North Carolina
$114M +$5.57M +20,591 +5%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$113M -$1.68M -6,217 -1%
EH
58
Equitable Holdings
New York
$109M +$9.75M +36,014 +9%
PGFC
59
Peapack-Gladstone Financial Corp
New Jersey
$107M +$194K +718 +0.2%
WANY
60
Wealthspire Advisors (New York)
New York
$105M +$795K +2,938 +0.7%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$104M -$342K -1,263 -0.3%
BAAM
62
Baker Avenue Asset Management
California
$102M +$1.08M +3,990 +1%
Natixis Advisors
63
Natixis Advisors
Massachusetts
$98.4M -$10.5M -38,820 -9%
IPW
64
Invictus Private Wealth
Colorado
$98.4M +$1.71M +6,313 +2%
MML Investors Services
65
MML Investors Services
Massachusetts
$98.3M -$17.7M -65,364 -15%
HWA
66
Heartwood Wealth Advisors
Virginia
$97.2M +$4.93M +18,203 +5%
TNBTD
67
Trustmark National Bank Trust Department
Mississippi
$96.8M +$19.7M +72,874 +25%
BlackRock
68
BlackRock
New York
$96.3M +$3.33M +12,296 +3%
PAG
69
Private Advisor Group
New Jersey
$96.2M +$505K +1,865 +0.5%
CCA
70
Catalyst Capital Advisors
New York
$91.8M +$7.15M +26,413 +8%
MRC
71
Millburn Ridgefield Corp
New York
$91.8M +$7.15M +26,413 +8%
KIM
72
Karpus Investment Management
New York
$84.3M -$3.52M -13,022 -4%
CCM
73
Coldstream Capital Management
Washington
$83.8M +$1.82M +6,727 +2%
EA
74
Efficient Advisors
Ohio
$82.8M -$27.8M -102,548 -24%
MFG
75
Merit Financial Group
Georgia
$81.3M +$6.5M +24,033 +8%