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Vanguard Small-Cap ETF

2,194 hedge funds and large institutions have $39.5B invested in Vanguard Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 880 increasing their positions, 831 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $6.39M

109% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 66

1% more funds holding

Funds holding: 2,1642,194 (+30)

6% more repeat investments, than reductions

Existing positions increased: 880 | Existing positions reduced: 831

5% more capital invested

Capital invested by funds: $37.8B → $39.5B (+$1.71B)

1% more funds holding in top 10

Funds holding in top 10: 184185 (+1)

0.93% less ownership

Funds ownership: 59.63%58.7% (-0.93%)

Holders
2,194
Holders Change
+30
Holders Change %
+1.39%
% of All Funds
28.8%
Holding in Top 10
185
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.54%
% of All Funds
2.43%
New
138
Increased
880
Reduced
831
Closed
66
Calls
$17.2M
Puts
$6.39M
Net Calls
+$10.8M
Net Calls Change
-$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
1001
Willow Creek Wealth Management
California
$1.59M +$524K +2,112 +51%
OFP
1002
OFC Financial Planning
New Jersey
$1.59M -$21.8K -88 -1%
BFA
1003
Beaumont Financial Advisors
Massachusetts
$1.58M +$29K +117 +2%
RBC
1004
Romano Brothers & Co
Illinois
$1.58M -$27.3K -110 -2%
GWMIA
1005
Global Wealth Management Investment Advisory
Florida
$1.57M -$59K -238 -4%
FCBT
1006
First Citizens Bank & Trust
North Carolina
$1.56M -$92.3K -372 -6%
TF
1007
Tompkins Financial
New York
$1.55M -$118K -475 -7%
MWA
1008
Muirfield Wealth Advisors
North Carolina
$1.55M -$1.74K -7 -0.1%
SPWM
1009
Schrum Private Wealth Management
Florida
$1.55M +$41.2K +166 +3%
LIA
1010
LifePlan Investment Advisors
North Carolina
$1.55M +$185K +746 +14%
PTC
1011
Private Trust Company
Ohio
$1.55M +$295K +1,189 +24%
BCP
1012
Berkeley Capital Partners
Georgia
$1.54M +$15.4K +62 +1%
WCA
1013
Westover Capital Advisors
Delaware
$1.54M -$1.74K -7 -0.1%
HCM
1014
Hall Capital Management
Rhode Island
$1.54M -$32.5K -131 -2%
TPA
1015
Trivium Point Advisory
Connecticut
$1.53M -$33.7K -136 -2%
PWM
1016
Paulson Wealth Management
Illinois
$1.53M -$52.3K -211 -3%
PF
1017
PlanWiser Financial
Colorado
$1.53M -$50.1K -202 -3%
NCTC
1018
New Covenant Trust Company
Indiana
$1.53M -$16.9K -68 -1%
CCFM
1019
Clear Creek Financial Management
Washington
$1.53M +$10.9K +44 +0.7%
STB
1020
S&T Bank
Pennsylvania
$1.53M
Chevy Chase Trust
1021
Chevy Chase Trust
Maryland
$1.52M -$45.9K -185 -3%
WWA
1022
Wisconsin Wealth Advisors
Wisconsin
$1.52M -$27.5K -111 -2%
CSIC
1023
Clifford Swan Investment Counsel
California
$1.52M +$51.6K +208 +4%
CMBA
1024
C.M. Bidwell & Associates
Hawaii
$1.52M +$83.3K +336 +6%
TP
1025
Tranquility Partners
Tennessee
$1.52M -$1.98K -8 -0.1%

VB Hedge Fund Activity: Q3 2025 in Review

2,194 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q3 2025, worth a combined $39.5B — up 4.5% from $37.8B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new VB positions and 66 closed out — a net gain of 72 holders — while 880 added to existing stakes and 831 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $235M. The largest seller was Jones Financial Companies, cutting an estimated $1.07B.

  • 2,194 institutional investors held Vanguard Small-Cap ETF (VB) as of Q3 2025, up from 2,164 in Q2 2025.
  • Funds reported $39.5B of Vanguard Small-Cap ETF stock for Q3 2025, up 4.5% quarter-over-quarter.
  • 138 funds opened new Vanguard Small-Cap ETF positions in Q3 2025 and 66 closed out, a net change of +72 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q3 2025 was Focus Partners Wealth, an estimated $235M added.
  • The largest Vanguard Small-Cap ETF seller in Q3 2025 was Jones Financial Companies, an estimated $1.07B sold.

Based on aggregated 13F filings for Q3 2025.