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Vanguard Small-Cap ETF

2,125 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, 784 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,125
Holders Change
-34
Holders Change %
-1.57%
% of All Funds
28.87%
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
784
Closed
103
Calls
$17.2M
Puts
$11.7M
Net Calls
+$5.48M
Net Calls Change
-$146K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
126
Connecticut Wealth Management
Connecticut
$32.4M +$32.4M +146,304 New
AA
127
Aufman Associates
Pennsylvania
$32.4M -$162K -732 -0.5%
PWMAG
128
Pinnacle Wealth Management Advisory Group
New Jersey
$32M +$1.49M +6,704 +5%
W
129
Wealthquest
Ohio
$31.8M -$239K -1,079 -0.7%
AFAS
130
Acorn Financial Advisory Services
Virginia
$30.8M -$3.16M -14,250 -9%
Legacy Financial Group (Iowa)
131
Legacy Financial Group (Iowa)
Iowa
$29.9M -$527K -2,376 -2%
BTWM
132
Brass Tax Wealth Management
Ohio
$29.9M +$431K +1,942 +1%
SAM
133
SP Asset Management
California
$29.4M +$281K +1,266 +1%
SCA
134
Scott Capital Advisors
Oregon
$29.3M -$758K -3,418 -3%
WF
135
Whelan Financial
California
$29M -$185K -836 -0.6%
Northern Trust
136
Northern Trust
Illinois
$28.8M +$841K +3,791 +3%
RFC
137
Regions Financial Corp
Alabama
$28.7M +$733K +3,307 +3%
CSP
138
Cary Street Partners
Virginia
$28.3M +$18.3M +82,667 +184%
Brown Advisory
139
Brown Advisory
Maryland
$28.2M +$4.77M +21,504 +20%
CIAS
140
CBIZ Investment Advisory Services
Ohio
$28.1M +$142K +641 +0.5%
ANTB
141
AMG National Trust Bank
Colorado
$28M +$922K +4,159 +3%
MA
142
Montag & Associates
Georgia
$27.9M -$553K -2,495 -2%
AT
143
American Trust
Kentucky
$27.8M -$24.9M -112,069 -47%
CHP
144
Cable Hill Partners
Oregon
$26.9M +$1.09M +5,021 +4%
AWM
145
Avior Wealth Management
Nebraska
$26.7M -$823K -3,715 -3%
NW
146
NewEdge Wealth
Pennsylvania
$26.7M -$3.77M -16,996 -12%
RC
147
Randolph Company
Ohio
$26.6M -$257K -1,157 -1%
LIM
148
Leavell Investment Management
Alabama
$26.2M +$552K +2,489 +2%
BFA
149
Bluestem Financial Advisors
Illinois
$26M +$841K +3,792 +3%
EWA
150
EP Wealth Advisors
California
$26M +$5.08M +22,910 +24%