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Vanguard Small-Cap ETF
VB

Overview Fund Activity

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
28.35%
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

Top Buyers

1
CM
Churchill Management
California
+$224M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$132M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$128M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$78.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$631M
2
WL
WIT LLC
District of Columbia
-$475M
3
AOI
Auto-Owners Insurance
Michigan
-$157M
4
FDP
Financiere des Professionnels
Quebec, Canada
-$59.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
751
SigFig Wealth Management
California
$2.86M +$450K +1,894 +19%
BWM
752
Boyd Wealth Management
California
$2.85M +$411K +1,735 +17%
IRAG
753
Investment Research & Advisory Group
Georgia
$2.85M -$18.2K -77 -0.6%
EGWAG
754
Elwood & Goetz Wealth Advisory Group
Georgia
$2.82M +$544K +2,296 +24%
MHIC
755
Marble Harbor Investment Counsel
Massachusetts
$2.82M – – –
KFA
756
Kelleher Financial Advisors
New York
$2.82M +$14.5K +61 +0.5%
FA
757
Flagstar Advisors
New York
$2.81M -$233K -981 -8%
AG
758
Ascent Group
Virginia
$2.81M -$4.32M -18,245 -61%
BIG
759
Brookwood Investment Group
Arizona
$2.8M -$185K -782 -6%
FGWP
760
Founders Grove Wealth Partners
Virginia
$2.79M +$759K +3,203 +37%
HFAS
761
Hummer Financial Advisory Services
Illinois
$2.79M +$119K +500 +4%
IAG
762
Investment Advisory Group
Massachusetts
$2.77M +$3.08K +13 +0.1%
NEPWA
763
New England Private Wealth Advisors
Massachusetts
$2.74M +$60.3K +247 +2%
AA
764
Apriem Advisors
California
$2.74M +$1.24M +5,245 +83%
OWA
765
Octavia Wealth Advisors
Ohio
$2.74M -$94.2K -396 -3%
FCM
766
Family Capital Management
Michigan
$2.74M +$81.5K +344 +3%
R
767
Rebalance
California
$2.74M -$131K -554 -5%
CFD
768
Creative Financial Designs
Indiana
$2.73M +$148K +624 +6%
SMC
769
Smith, Moore & Co
Missouri
$2.71M +$113K +478 +4%
SSI
770
Scott & Selber Inc
Texas
$2.71M – – –
BAM
771
BOS Asset Management
Illinois
$2.71M +$6.64K +28 +0.2%
PA
772
Procyon Advisors
Connecticut
$2.68M -$42.9K -181 -2%
NFC
773
Northstar Financial Companies
Pennsylvania
$2.67M -$21.1K -89 -0.8%
PWP
774
Perfromance Wealth Partners
Illinois
$2.67M +$109K +458 +4%
RPGK
775
Retirement Planning Group (Kansas)
Kansas
$2.67M +$27.7K +117 +1%
29 30
31
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