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Vanguard Small-Cap ETF

2,132 hedge funds and large institutions have $35.1B invested in Vanguard Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 929 increasing their positions, 787 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 2,1652,132 (-33)

10% less funds holding in top 10

Funds holding in top 10: 222200 (-22)

36% less capital invested

Capital invested by funds: $54.7B → $35.1B (-$19.6B)

Holders
2,132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
200
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$11.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Connecticut Wealth Management
Connecticut
$32.4M
AA
127
Aufman Associates
Pennsylvania
$32.4M
PWMAG
128
Pinnacle Wealth Management Advisory Group
New Jersey
$32M
W
129
Wealthquest
Ohio
$31.8M
AFAS
130
Acorn Financial Advisory Services
Virginia
$30.8M
Legacy Financial Group (Iowa)
131
Legacy Financial Group (Iowa)
Iowa
$29.9M
BTWM
132
Brass Tax Wealth Management
Ohio
$29.9M
SAM
133
SP Asset Management
California
$29.4M
SCA
134
Scott Capital Advisors
Oregon
$29.3M
WF
135
Whelan Financial
California
$29M
Northern Trust
136
Northern Trust
Illinois
$28.8M
RFC
137
Regions Financial Corp
Alabama
$28.7M
CSP
138
Cary Street Partners
Virginia
$28.3M
Brown Advisory
139
Brown Advisory
Maryland
$28.2M
CIAS
140
CBIZ Investment Advisory Services
Ohio
$28.1M
ANTB
141
AMG National Trust Bank
Colorado
$28M
MA
142
Montag & Associates
Georgia
$27.9M
AT
143
American Trust
Kentucky
$27.8M
CHP
144
Cable Hill Partners
Oregon
$26.9M
AWM
145
Avior Wealth Management
Nebraska
$26.7M
NW
146
NewEdge Wealth
Pennsylvania
$26.7M
RC
147
Randolph Company
Ohio
$26.6M
LIM
148
Leavell Investment Management
Alabama
$26.2M
BFA
149
Bluestem Financial Advisors
Illinois
$26M
EWA
150
EP Wealth Advisors
California
$26M