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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
SIAP
2001
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$251K +$7.04K +26 +3%
UCB
2002
United Community Bank
South Carolina
$251K +$9.2K +34 +4%
TFP
2003
Tilia Fiduciary Partners
North Carolina
$249K +$27.9K +103 +12%
FDW
2004
Fourth Dimension Wealth
Ohio
$248K -$22.5K -83 -8%
3FI
2005
3 Factor Indexing
California
$248K +$256K +946 New
MCM
2006
M1 Capital Management
Michigan
$247K
NA
2007
Novus Advisors
South Carolina
$247K +$541 +2 +0.2%
CAG
2008
Csenge Advisory Group
Florida
$247K -$11.9K -44 -4%
BPW
2009
BlueDoor Private Wealth
Massachusetts
$245K +$254K +937 New
FGC
2010
First Growth Capital
Maryland
$244K
MC
2011
Matisse Capital
Oregon
$243K
PFG
2012
Prospect Financial Group
Virginia
$243K
PFA
2013
Pathway Financial Advisers
Indiana
$243K +$251K +927 New
MCM
2014
Mattern Capital Management
Colorado
$243K -$367K -1,357 -59%
CA
2015
Carson Advisory
Georgia
$243K
PMG
2016
Private Management Group
California
$242K -$27.1K -100 -10%
JEST
2017
JTC Employer Solutions Trustee
Jersey
$242K
AC
2018
Anson Capital
Georgia
$242K
ARA
2019
Approach Retirement Advisors
Alabama
$242K +$812 +3 +0.3%
CWM
2020
Cherrydale Wealth Management
New Jersey
$241K
CL
2021
CVFG LLC
Indiana
$241K +$249K +920 New
RWM
2022
RMG Wealth Management
Wisconsin
$241K +$226K +835 New
MWM
2023
McCartney Wealth Management
Missouri
$241K +$541 +2 +0.2%
SP
2024
Stonebrook Private
Michigan
$240K -$2.17K -8 -0.9%
RA
2025
RoundAngle Advisors
New Jersey
$240K -$4.87K -18 -2%