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Vanguard Small-Cap ETF

2,365 hedge funds and large institutions have $43.2B invested in Vanguard Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 992 increasing their positions, 738 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 70

89% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $15.4M

34% more repeat investments, than reductions

Existing positions increased: 992 | Existing positions reduced: 738

9% more capital invested

Capital invested by funds: $39.5B → $43.2B (+$3.74B)

9% more funds holding in top 10

Funds holding in top 10: 185202 (+17)

8% more funds holding

Funds holding: 2,1932,365 (+172)

5.34% more ownership

Funds ownership: 58.69%64.03% (+5.3%)

Holders
2,365
Holders Change
+172
Holders Change %
+7.84%
% of All Funds
28.77%
Holding in Top 10
202
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+9.19%
% of All Funds
2.46%
New
288
Increased
992
Reduced
738
Closed
70
Calls
$29.1M
Puts
$15.4M
Net Calls
+$13.7M
Net Calls Change
+$2.93M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1601
Elevation Wealth Partners
California
$514K -$43.8K -171 -8%
KFSN
1602
Keystone Financial Services (Nebraska)
Nebraska
$513K +$1.79K +7 +0.4%
CCW
1603
Coastline Complete Wealth
South Carolina
$511K +$508K +1,982 New
SP
1604
Sequent Planning
Nebraska
$511K +$54.8K +214 +12%
TWM
1605
Tolleson Wealth Management
Texas
$511K +$56.4K +220 +12%
PAS
1606
Parsonex Advisory Services
Colorado
$509K +$8.2K +32 +2%
MPW
1607
Melone Private Wealth
Michigan
$509K +$3.33K +13 +0.7%
PCA
1608
Pallas Capital Advisors
Massachusetts
$508K +$504K +1,969 New
HWA
1609
HHM Wealth Advisors
Tennessee
$507K -$200K -780 -28%
KFI
1610
Key Financial Inc
Pennsylvania
$507K +$118K +460 +31%
TWM
1611
Tumwater Wealth Management
Idaho
$506K +$8.71K +34 +2%
HIM
1612
Harbour Investment Management
Washington
$504K
EARNEST Partners
1613
EARNEST Partners
Georgia
$503K +$500K +1,951 New
EFA
1614
Edge Financial Advisors
Illinois
$502K +$3.33K +13 +0.7%
UWPG
1615
Ullmann Wealth Partners Group
Florida
$502K +$256 +1 +0.1%
LWM
1616
Lodestone Wealth Management
Washington
$501K +$769 +3 +0.2%
Luther King Capital Management (LKCM)
1617
Luther King Capital Management (LKCM)
Texas
$500K
UIM
1618
Unified Investment Management
Georgia
$499K -$10.2K -40 -2%
CAM
1619
Covenant Asset Management
New Jersey
$497K +$39.7K +155 +9%
BB
1620
Bell Bank
North Dakota
$496K -$20.2K -79 -4%
WAG
1621
Windsor Advisory Group
Ohio
$496K +$493K +1,924 New
RYIA
1622
Roehl & Yi Investment Advisors
Oregon
$496K +$191K +744 +22%
RFP
1623
RCS Financial Planning
Maryland
$496K +$46.4K +181 +10%
VWM
1624
Venturi Wealth Management
Texas
$491K -$26.4K -103 -5%
AG
1625
AmeriFlex Group
Nevada
$491K -$483K -1,887 -50%