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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
WAM
1901
WNY Asset Management
New York
$311K +$321K +1,188 New
CHAM
1902
Clear Harbor Asset Management
Connecticut
$310K
IAS
1903
IMA Advisory Services
Colorado
$310K +$10K +37 +3%
IAS
1904
Insigneo Advisory Services
Florida
$310K
HFS
1905
Hantz Financial Services
Michigan
$309K +$103K +379 +47%
CWMK
1906
Caliber Wealth Management (Kansas)
Kansas
$307K -$178K -656 -36%
SWM
1907
Shakespeare Wealth Management
Wisconsin
$306K
AFA
1908
Alpha Financial Advisors
North Carolina
$306K
TFP
1909
Traction Financial Partners
Wyoming
$306K -$29.2K -108 -8%
EFP
1910
EnRich Financial Partners
Wisconsin
$305K +$812 +3 +0.3%
SM
1911
Sensible Money
Arizona
$304K -$189K -700 -38%
CFG
1912
Carter Financial Group
Illinois
$303K +$1.35K +5 +0.4%
BCG
1913
Breakwater Capital Group
New Jersey
$303K +$88.2K +326 +39%
BCM
1914
Bannerstone Capital Management
Minnesota
$302K +$1.08K +4 +0.3%
SIA
1915
Sit Investment Associates
Minnesota
$302K
FF
1916
Foundry Financial
California
$302K -$99.6K -368 -24%
MAA
1917
Matrix Asset Advisors
New York
$301K +$271 +1 +0.1%
DIP
1918
Davis Investment Partners
North Carolina
$301K +$812 +3 +0.3%
SFO
1919
Stokes Family Office
Louisiana
$300K +$19.8K +73 +7%
NWMG
1920
National Wealth Management Group
Ohio
$300K -$267K -987 -46%
RMC
1921
Resources Management Corp
Connecticut
$299K -$6.76K -25 -2%
SVWG
1922
Shared Vision Wealth Group
United States
$299K
NWM
1923
Northcape Wealth Management
New York
$298K +$2.98K +11 +1%
HHGA
1924
Halbert Hargrove Global Advisors
California
$297K
LJAC
1925
L.J. Altfest & Co
New York
$296K +$306K +1,132 New