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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 %
JSL
1351
JT Stratford LLC
Georgia
$606K -$212K -954 -26%
LWM
1352
Lyell Wealth Management
California
$605K -$130K -588 -18%
CCWM
1353
Cassaday & Co Wealth Management
Virginia
$605K +$135K +609 +29%
BP
1354
BBR Partners
New York
$601K +$2.88K +13 +0.5%
MA
1355
MJP Associates
Connecticut
$601K -$80.3K -362 -12%
WFA
1356
Websterrogers Financial Advisors
South Carolina
$598K – – –
BFIM
1357
Beese Fulmer Investment Management
Ohio
$596K -$631K -2,847 -51%
ARG
1358
Advisory Resource Group
Oklahoma
$594K +$49K +221 +9%
AWM
1359
AllSquare Wealth Management
New York
$594K +$10.6K +48 +2%
MW
1360
MBL Wealth
North Carolina
$593K – – –
DP
1361
Denver PWM
Colorado
$589K -$70.3K -317 -11%
RWMH
1362
Riverpoint Wealth Management Holdings
Illinois
$587K +$4.44K +20 +0.8%
SCP
1363
Sandhill Capital Partners
New York
$586K +$586K +2,643 New
AWM
1364
Accel Wealth Management
Iowa
$585K -$6.65K -30 -1%
TWM
1365
Tumwater Wealth Management
Idaho
$581K -$3.11K -14 -0.5%
MWA
1366
Moser Wealth Advisors
Washington
$580K -$5.99K -27 -1%
FWM
1367
Fingerlakes Wealth Management
New York
$578K -$30.4K -137 -5%
MIG
1368
McGuire Investment Group
Rhode Island
$576K +$17.7K +80 +3%
ISWM
1369
Independent Solutions Wealth Management
New York
$575K +$575K +2,557 New
TCG
1370
Transcendent Capital Group
Oklahoma
$573K +$5.1K +23 +0.9%
HIG
1371
Heritage Investment Group
Florida
$570K +$130K +585 +29%
ES
1372
Eagle Strategies
New York
$568K -$17.1K -77 -3%
OWA
1373
Outlook Wealth Advisors
Texas
$566K +$3.55K +16 +0.6%
WRPWM
1374
Werba Rubin Papier Wealth Management
California
$566K -$216K -974 -28%
NA
1375
Nestegg Advisors
New York
$565K +$42.4K +191 +8%
53 54
55
56 57