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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 %
LGWM
1451
Litman Gregory Wealth Management
California
$500K -$75.2K -339 -13%
AW
1452
Alteri Wealth
California
$499K -$199K -898 -29%
EWP
1453
Elevation Wealth Partners
California
$499K -$33.3K -150 -6%
PB
1454
Pinnacle Bancorp
Nebraska
$498K -$19.3K -87 -4%
LWM
1455
Lionshead Wealth Management
New York
$498K -$301K -1,357 -38%
Principal Financial Group
1456
Principal Financial Group
Iowa
$497K -$60.5K -273 -11%
AAG
1457
Armstrong Advisory Group
Massachusetts
$493K – – –
AGP
1458
Aspire Growth Partners
Florida
$491K +$15.2K +69 +3%
SFS
1459
Strategic Financial Services
New York
$489K – – –
NB
1460
NBT Bank
New York
$489K -$16.2K -73 -3%
PWM
1461
Parkworth Wealth Management
California
$489K +$2.66K +12 +0.5%
DF
1462
DecisionPoint Financial
Arizona
$488K +$65K +293 +15%
KFSN
1463
Keystone Financial Services (Nebraska)
Nebraska
$488K +$189K +852 +63%
GWP
1464
Gen-Wealth Partners
Michigan
$486K – – –
ACG
1465
Allen Capital Group
Nebraska
$485K -$13.5K -61 -3%
IWA
1466
Inspirion Wealth Advisors
Illinois
$484K -$5.54K -25 -1%
BFWA
1467
Benchmark Financial Wealth Advisors
Florida
$484K +$161K +727 +50%
EFA
1468
Edge Financial Advisors
Illinois
$481K -$901K -4,063 -65%
PWA
1469
Physician Wealth Advisors
Utah
$479K – – –
SFG
1470
Synergy Financial Group
California
$478K +$46.3K +209 +11%
GWA
1471
Gratus Wealth Advisors
Virginia
$476K -$21.6M -97,335 -98%
RW
1472
Rede Wealth
Virginia
$475K +$3.33K +15 +0.7%
SGCA
1473
Steel Grove Capital Advisors
Tennessee
$475K -$79.8K -360 -14%
RW
1474
REDW Wealth
New Mexico
$474K -$319K -1,437 -40%
JAG
1475
Journey Advisory Group
Kentucky
$473K -$729K -3,290 -61%
57 58
59
60 61