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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 %
GPW
826
Gentry Private Wealth
Kansas
$2.28M +$2.28M +10,264 New
MF
827
Manuka Financial
Virginia
$2.28M +$120K +541 +6%
TW
828
TritonPoint Wealth
Maryland
$2.27M +$706K +3,185 +45%
BRM
829
Boston Research & Management
Massachusetts
$2.26M -$17.3K -78 -0.8%
DWT
830
Dorsey & Whitney Trust
South Dakota
$2.26M -$218K -983 -9%
KCM
831
Kennicott Capital Management
California
$2.25M -$470K -2,121 -17%
SWM
832
SigFig Wealth Management
California
$2.25M +$154K +697 +7%
MCWS
833
McKinley Carter Wealth Services
West Virginia
$2.25M +$11.1K +50 +0.5%
MFT
834
Moisand Fitzgerald Tamayo
Florida
$2.25M -$23.1K -104 -1%
SWA
835
Strategies Wealth Advisors
Michigan
$2.25M -$12.9K -58 -0.6%
JWA
836
JFS Wealth Advisors
Pennsylvania
$2.25M -$189K -853 -8%
SFC
837
Strategic Financial Concepts
Texas
$2.24M +$22K +99 +1%
EWA
838
Encompass Wealth Advisors
Oregon
$2.23M +$70.1K +316 +3%
SIMC
839
Squire Investment Management Company
Utah
$2.23M +$511K +2,305 +30%
SF
840
SWP Financial
California
$2.23M -$66.4K -300 -3%
Neuberger Berman Group
841
Neuberger Berman Group
New York
$2.2M +$137K +618 +7%
PWP
842
Principle Wealth Partners
Connecticut
$2.2M +$665 +3 +0%
FCP
843
Fidelis Capital Partners
Florida
$2.2M +$55.6K +259 +3%
CSB
844
City State Bank
Iowa
$2.2M +$282K +1,270 +15%
MA
845
Modus Advisors
Minnesota
$2.18M -$86.5K -390 -4%
WIM
846
Westside Investment Management
California
$2.18M +$44.8K +202 +2%
APWM
847
Argonautica Private Wealth Management
Massachusetts
$2.16M +$459K +2,069 +27%
GSWM
848
Greenup Street Wealth Management
Michigan
$2.15M +$407K +1,835 +23%
LA
849
Legacy Advisors
Pennsylvania
$2.14M -$73K -329 -3%
WP
850
Wealthspan Partners
Iowa
$2.14M -$31.7K -143 -1%
32 33
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