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Vanguard Small-Cap ETF
VB

Overview Fund Activity

2,113 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, 861 increasing their positions, 801 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,113
Holders Change
-12
Holders Change %
-0.56%
% of All Funds
28.34%
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
861
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
$242M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$605M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$78.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$273M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$548M
2
WL
WIT LLC
District of Columbia
$58M
3
AOI
Auto-Owners Insurance
Michigan
$59M
4
FDP
Financiere des Professionnels
Quebec, Canada
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$46.1M +$4.31M +18,200 +10%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$45.4M -$7.84M -33,077 -15%
AT
103
American Trust
Kentucky
$45.2M +$15.4M +65,092 +52%
CWM
104
Congress Wealth Management
Massachusetts
$45.1M +$40M +168,873 +790%
MCM
105
MAI Capital Management
Ohio
$44.7M -$4.69M -19,807 -10%
JIC
106
Joel Isaacson & Co
New York
$44.3M -$765K -3,230 -2%
CTC
107
Central Trust Company
Missouri
$43.9M +$2.21M +9,312 +5%
MMA
108
Miracle Mile Advisors
California
$43.5M -$9.34M -39,397 -18%
CL
109
Choreo LLC
Illinois
$42.4M -$14.5M -61,176 -26%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$42.1M +$3.81M +16,084 +10%
CFG
111
Citizens Financial Group
Rhode Island
$41.4M -$7.03M -29,560 -15%
CWM
112
Connecticut Wealth Management
Connecticut
$41.1M +$6.39M +26,974 +18%
AA
113
ALPS Advisors
Colorado
$40.9M +$22.9M +96,750 +127%
TTWM
114
TCV Trust & Wealth Management
Virginia
$40.6M -$356K -1,504 -0.9%
MG
115
MilWealth Group
Wisconsin
$40.2M +$969K +4,090 +2%
CSP
116
Cary Street Partners
Virginia
$39.5M +$9.28M +39,151 +31%
GC
117
Garde Capital
Washington
$39.4M -$1.92M -8,101 -5%
PA
118
Parallel Advisors
California
$37.6M -$1.81M -7,618 -5%
CPIG
119
Chicago Partners Investment Group
Illinois
$37.4M +$764K +3,088 +2%
IFPL
120
Investments & Financial Planning LLC
Kentucky
$37.1M +$865K +3,648 +2%
RFC
121
Regions Financial Corp
Alabama
$35.7M +$5.02M +21,167 +16%
W
122
Wealthquest
Ohio
$35.1M +$1.12M +4,708 +3%
CCG
123
Chatham Capital Group
Georgia
$35M +$259K +1,095 +0.7%
MLFP
124
MPS Loria Financial Planners
Illinois
$34.7M -$914K -3,855 -3%
PWMAG
125
Pinnacle Wealth Management Advisory Group
New Jersey
$34.6M +$485K +2,048 +1%
3 4
5
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