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Vanguard Small-Cap ETF

2,382 hedge funds and large institutions have $41.4B invested in Vanguard Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,022 increasing their positions, 854 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 145 | 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: 854

1% more funds holding in top 10

Funds holding in top 10: 202204 (+2)

1% more funds holding

Funds holding: 2,3652,382 (+17)

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
2,382
Holders Change
+17
Holders Change %
+0.72%
% of All Funds
29.34%
Holding in Top 10
204
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.99%
% of All Funds
2.51%
New
145
Increased
1,022
Reduced
854
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
AW
1826
Alteri Wealth
California
$357K -$101K -374 -22%
FI
1827
FWG Investments
Kentucky
$357K +$369K +1,362 New
SSWM
1828
Sheets Smith Wealth Management
North Carolina
$356K
CPCM
1829
Cardinal Point Capital Management
Ontario, Canada
$355K +$367K +1,355 New
ZRP
1830
Zynergy Retirement Planning
New Jersey
$355K
FWMP
1831
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$354K +$28.7K +106 +9%
TWP
1832
Tempus Wealth Planning
California
$354K -$5.41K -20 -1%
ECM
1833
EagleClaw Capital Management
Massachusetts
$354K -$54.1K -200 -13%
CEI
1834
Clark Estates Inc
New York
$354K
EP
1835
Essential Planning
New Hampshire
$353K -$1.89K -7 -0.5%
HBW
1836
Hazlett, Burt & Watson
West Virginia
$352K +$12.7K +47 +4%
XPN
1837
XY Planning Network
Montana
$352K +$1.35K +5 +0.4%
HAP
1838
Harbor Asset Planning
Massachusetts
$351K +$1.08K +4 +0.3%
PFA
1839
Perryman Financial Advisory
Texas
$351K +$541 +2 +0.1%
VHAM
1840
Van Hulzen Asset Management
California
$351K -$16.8K -62 -4%
SFM
1841
Signet Financial Management
New Jersey
$350K -$1.08K -4 -0.3%
GC
1842
GatePass Capital
Ohio
$348K +$29.2K +108 +9%
LC
1843
Lawood & Co
Pennsylvania
$348K -$1.08K -4 -0.3%
SWM
1844
SilverOak Wealth Management
Minnesota
$347K
KOC
1845
Koss-Olinger Consulting
Florida
$346K -$11.9K -44 -3%
TFM
1846
Trademark Financial Management
Minnesota
$346K -$11.1K -41 -3%
CCM
1847
Cloud Capital Management
Washington
$345K +$12.7K +47 +4%
DWM
1848
DecisionMap Wealth Management
Virginia
$344K +$18.9K +70 +6%
AIM
1849
Allen Investment Management
New York
$344K
MTIC
1850
Missouri Trust & Investment Company
Missouri
$344K -$8.12K -30 -2%