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Vanguard Small-Cap ETF
VB

2,158 hedge funds and large institutions have $35.2B invested in Vanguard Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 939 increasing their positions, 798 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $11.7M

20% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 104

18% more repeat investments, than reductions

Existing positions increased: 939 | Existing positions reduced: 798

1.4% more ownership

Funds ownership: 59.13% → 60.54% (+1.4%)

1% less funds holding

Funds holding: 2,185 → 2,158 (-27)

11% less funds holding in top 10

Funds holding in top 10: 226 → 202 (-24)

36% less capital invested

Capital invested by funds: $54.8B → $35.2B (-$19.6B)

Holders
2,158
Holders Change
-27
Holders Change %
-1.24%
% of All Funds
28.93%
Holding in Top 10
202
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-10.62%
% of All Funds
2.71%
New
125
Increased
939
Reduced
798
Closed
104
Calls
$17.2M
Puts
$11.7M
Net Calls
+$5.48M
Net Calls Change
-$146K

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$482M
2
WL
WIT LLC
District of Columbia
+$326M
3
AOI
Auto-Owners Insurance
Michigan
+$210M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$130M
5
WANY
Wealthspire Advisors (New York)
New York
+$89.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$175M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$161M
3
S
SignatureFD
Georgia
-$153M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.7M
5
MECA
Miller Equity Capital Advisors
Texas
-$69.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
751
Barrett & Company
Rhode Island
$2.77M +$198K +830 +7%
AA
752
Alesco Advisors
New York
$2.76M +$7.4K +31 +0.2%
IWM
753
IHT Wealth Management
Illinois
$2.75M +$365K +1,529 +14%
MGWA
754
Monument Group Wealth Advisors
Massachusetts
$2.74M +$225K +944 +8%
TA
755
TFB Advisors
Kansas
$2.73M +$460K +1,928 +19%
CFG
756
Carr Financial Group
Massachusetts
$2.72M -$568K -2,377 -16%
WF
757
Welch & Forbes
Massachusetts
$2.71M -$157K -658 -5%
OGF
758
Orin Green Financial
California
$2.71M +$3.2M +13,408 New
SWA
759
SOA Wealth Advisors
New York
$2.71M -$27.2K -114 -0.9%
GWA
760
Gibson Wealth Advisors
Texas
$2.71M +$20.5K +86 +0.7%
LC
761
Lindbrook Capital
California
$2.71M -$467K -1,957 -14%
BJL
762
Brighton Jones LLC
Washington
$2.69M +$39.4K +165 +1%
R
763
Rebalance
California
$2.69M +$6.45K +27 +0.2%
IRAG
764
Investment Research & Advisory Group
Georgia
$2.68M +$59.9K +251 +2%
CFS
765
Coordinated Financial Services
Colorado
$2.68M +$64K +268 +2%
CWA
766
Canvas Wealth Advisors
Kansas
$2.67M +$2.38M +9,957 +342%
TIM
767
Tortoise Investment Management
New York
$2.64M +$29.6K +124 +1%
OWA
768
Octavia Wealth Advisors
Ohio
$2.64M -$71.2K -298 -2%
MHIC
769
Marble Harbor Investment Counsel
Massachusetts
$2.64M -$47.8K -200 -2%
KFA
770
Kelleher Financial Advisors
New York
$2.62M +$16.7K +70 +0.6%
PF
771
Parker Financial
Washington
$2.62M -$289K -1,209 -9%
VBFP
772
Valtinson Bruner Financial Planning
Minnesota
$2.61M -$569K -2,383 -17%
BC
773
Brio Consultants
California
$2.6M +$238K +997 +9%
IAG
774
Investment Advisory Group
Massachusetts
$2.59M +$207K +865 +8%
Vontobel Holding
775
Vontobel Holding
Switzerland
$2.58M +$200K +838 +8%
29 30
31
32 33

VB Hedge Fund Activity: Q1 2025 in Review

2,158 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2025, worth a combined $35.2B — down 36% from $54.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new VB positions and 104 closed out — a net gain of 21 holders — while 939 added to existing stakes and 798 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $482M. The largest seller was Bank of America, cutting an estimated $175M.

  • 2,158 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2025, down from 2,185 in Q4 2024.
  • Funds reported $35.2B of Vanguard Small-Cap ETF stock for Q1 2025, down 36% quarter-over-quarter.
  • 125 funds opened new Vanguard Small-Cap ETF positions in Q1 2025 and 104 closed out, a net change of +21 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2025 was Royal Bank of Canada, an estimated $482M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2025 was Bank of America, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2025.