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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 %
OA
1076
Operose Advisors
Wisconsin
$1.19M +$524K +2,365 +79%
EW
1077
Evoke Wealth
California
$1.18M +$790K +3,564 +202%
RCG
1078
Regatta Capital Group
California
$1.18M – – –
CMBA
1079
C.M. Bidwell & Associates
Hawaii
$1.18M -$94.9K -428 -7%
AAMC
1080
Asset Allocation & Management Company
Illinois
$1.18M +$604K +2,725 +105%
ACM
1081
Advisors Capital Management
New Jersey
$1.17M -$421K -1,898 -26%
BFG
1082
Beacon Financial Group
Texas
$1.16M -$480K -2,163 -29%
SWM
1083
Silverlake Wealth Management
Vermont
$1.16M -$37K -167 -3%
VA
1084
Vident Advisory
Georgia
$1.16M -$1.19M -5,356 -51%
FI
1085
FIDELIS iM
Oregon
$1.15M – – –
NFG
1086
Nations Financial Group
Iowa
$1.15M -$3.31M -14,919 -74%
CI
1087
CacheTech Inc
Utah
$1.15M -$531K -2,396 -32%
AWM
1088
Adams Wealth Management
Utah
$1.15M -$531K -2,396 -32%
Marshall Wace
1089
Marshall Wace
United Kingdom
$1.15M +$1.15M +5,166 New
FCIM
1090
Fairview Capital Investment Management
California
$1.14M +$281K +1,265 +32%
WWM
1091
Western Wealth Management
Colorado
$1.14M -$28.4K -128 -2%
BDFN
1092
Bond & Devick Financial Network
Minnesota
$1.14M -$4.18M -18,861 -79%
FBFS
1093
First Business Financial Services
Wisconsin
$1.14M – – –
CAM
1094
CPA Asset Management
Florida
$1.13M – – –
AG
1095
Advocate Group
Minnesota
$1.13M +$56.5K +255 +5%
MWP
1096
Meridian Wealth Partners
Pennsylvania
$1.13M -$129K -584 -10%
EFG
1097
Everhart Financial Group
Ohio
$1.12M +$64.3K +290 +6%
FWA
1098
Flagship Wealth Advisors
Massachusetts
$1.12M -$50.3K -227 -4%
KIA
1099
KCM Investment Advisors
California
$1.12M +$29.1K +131 +3%
TFF
1100
The Family Firm
Maryland
$1.11M +$4.66K +21 +0.4%
42 43
44
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