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Vanguard Small-Cap ETF
VB

Overview Fund Activity

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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.1B
2
WL
WIT LLC
District of Columbia
$266M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$325M
4
WANY
Wealthspire Advisors (New York)
New York
$166M
5
GCM
Gibraltar Capital Management
Oklahoma
$61.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.34B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.48B
3
S
SignatureFD
Georgia
$37.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.1B
5
MECA
Miller Equity Capital Advisors
Texas
$534K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
176
Brown Financial Advisory
Alabama
$22.3M +$3.67M +16,572 +20%
CAAS
177
Capital Asset Advisory Services
Michigan
$22.1M +$1.94M +8,574 +10%
OFS
178
OneAscent Financial Services
Alabama
$22M +$11.1M +49,861 +102%
PIMG
179
Patriot Investment Management Group
Tennessee
$21.8M +$161K +727 +0.7%
CW
180
CreativeOne Wealth
Kansas
$21.8M -$1.01M -4,561 -4%
3IP
181
3Chopt Investment Partners
Virginia
$21.6M +$688K +3,101 +3%
MWM
182
MBE Wealth Management
Wisconsin
$21.4M -$3.82M -17,234 -15%
BCI
183
Brinker Capital Investments
Pennsylvania
$21.3M +$471K +2,123 +2%
OPS
184
Orion Portfolio Solutions
Nebraska
$21.3M +$471K +2,123 +2%
Financial Engines Advisors
185
Financial Engines Advisors
California
$20.9M -$440K -1,982 -2%
CVSC
186
C.V. Starr & Co
New York
$20.9M +$20.9M +94,357 New
TC
187
TownSquare Capital
Utah
$20.9M +$8.43M +38,028 +68%
SC
188
Savant Capital
Illinois
$20.6M -$143K -644 -0.7%
WCWM
189
Wooster Corthell Wealth Management
Connecticut
$20.5M +$4.19M +18,877 +26%
WA
190
WBH Advisory
Maryland
$20.3M -$426K -1,919 -2%
BCM
191
Brookstone Capital Management
Illinois
$20.3M +$458K +2,067 +2%
DADC
192
D.A. Davidson & Co
Montana
$20.1M +$180K +810 +0.9%
PIA
193
Petredis Investment Advisors
Pennsylvania
$19.5M +$263K +1,187 +1%
AllianceBernstein
194
AllianceBernstein
Tennessee
$19.4M -$11.3M -50,841 -37%
KBFS
195
Kohmann Bosshard Financial Services
Ohio
$19.4M +$947K +4,248 +5%
CWP
196
Cyndeo Wealth Partners
Florida
$19.2M +$1.64M +7,397 +9%
CA
197
Crewe Advisors
Utah
$19M -$4.56M -20,566 -19%
FSWA
198
Financial Synergies Wealth Advisors
Texas
$18.5M +$332K +1,495 +2%
NCM
199
Nelson Capital Management
California
$18.5M +$433K +1,953 +2%
CCM
200
Coldstream Capital Management
Washington
$18.5M +$2.6M +11,734 +16%
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