We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF

2,381 hedge funds and large institutions have $41.4B invested in Vanguard Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 1,022 increasing their positions, 853 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 87

25% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $26.7M

20% more repeat investments, than reductions

Existing positions increased: 1,022 | Existing positions reduced: 853

1% more funds holding in top 10

Funds holding in top 10: 202204 (+2)

1% more funds holding

Funds holding: 2,3632,381 (+18)

4% less capital invested

Capital invested by funds: $43.2B → $41.4B (-$1.89B)

5.19% less ownership

Funds ownership: 64.03%58.84% (-5.2%)

Holders
2,381
Holders Change
+18
Holders Change %
+0.76%
% of All Funds
29.33%
Holding in Top 10
204
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.99%
% of All Funds
2.51%
New
146
Increased
1,022
Reduced
853
Closed
87
Calls
$33.4M
Puts
$26.7M
Net Calls
+$6.74M
Net Calls Change
-$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
ALPS Advisors
Colorado
$40.2M -$5.25M -19,400 -11%
IFPL
127
Investments & Financial Planning LLC
Kentucky
$39M -$274K -1,013 -0.7%
CAAS
128
Capital Asset Advisory Services
Michigan
$38.9M +$2.08M +7,688 +6%
Lido Advisors
129
Lido Advisors
California
$38.3M +$448K +1,657 +1%
Janus Henderson Group
130
Janus Henderson Group
United Kingdom
$38.2M -$41.7M -154,175 -51%
Legacy Financial Group (Iowa)
131
Legacy Financial Group (Iowa)
Iowa
$37.7M +$73.1K +270 +0.2%
HIMC
132
Heritage Investors Management Corp
Maryland
$37.4M -$286K -1,056 -0.7%
AA
133
Aufman Associates
Pennsylvania
$37.4M -$398K -1,469 -1%
CWM
134
Connecticut Wealth Management
Connecticut
$37.3M -$2.04M -7,553 -5%
BFA
135
Brown Financial Advisory
Alabama
$37M +$4.69M +17,345 +14%
SCA
136
Scott Capital Advisors
Oregon
$36.9M +$167K +617 +0.5%
AFG
137
Atomi Financial Group
New York
$35.9M -$4.79M -17,709 -11%
MWP
138
Moller Wealth Partners
$35.7M +$1,000K +3,694 +3%
DADC
139
D.A. Davidson & Co
Montana
$35.4M +$1.27M +4,675 +4%
DWS
140
Discipline Wealth Solutions
South Carolina
$34.9M +$24.7M +91,409 +219%
ABC
141
Associated Banc-Corp
Wisconsin
$34.9M +$4.06M +15,006 +13%
NIM
142
Northeast Investment Management
Massachusetts
$34.8M +$1.19M +4,391 +3%
Northern Trust
143
Northern Trust
Illinois
$34.8M +$533K +1,969 +2%
WF
144
Whelan Financial
California
$33.8M -$77.9K -288 -0.2%
AWM
145
Avior Wealth Management
Nebraska
$33.8M -$6.71M -24,812 -16%
FMP
146
Financial Management Professionals
Texas
$33.6M +$34.7M +128,206 +118,709%
AFA
147
AA Financial Advisors
Ohio
$33.5M -$697K -2,574 -2%
WA
148
Waverly Advisors
Alabama
$33.2M +$405K +1,495 +1%
PFA
149
Pure Financial Advisors
California
$33.2M +$71.2K +263 +0.2%
RC
150
Randolph Company
Ohio
$33.1M +$27.1K +100 +0.1%