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Vanguard Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
2001
Kiker Wealth Management
Georgia
$46.8K
FP
2002
Financial Perspectives
Minnesota
$46.8K +$3.55K +16 +8%
RS
2003
Rakuten Securities
Japan
$45.5K -$126K -567 -73%
Loomis, Sayles & Company
2004
Loomis, Sayles & Company
Massachusetts
$45K +$45K +204 New
WW
2005
Winnow Wealth
Texas
$44.9K +$221 +1 +0.5%
AFS
2006
Anderson Financial Strategies
Ohio
$44.4K +$44.4K +200 New
WTFG
2007
Wood Tarver Financial Group
Idaho
$43.9K
BAM
2008
Byrne Asset Management
New Jersey
$43.5K +$43.5K +196 New
TVWM
2009
Tower View Wealth Management
Wisconsin
$43.3K
FMTCOCP
2010
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K
OP
2011
ORG Partners
Indiana
$40.9K -$267K -1,200 -87%
TFA
2012
Toth Financial Advisory
Virginia
$39.8K -$19.7K -89 -33%
PA
2013
PSI Advisors
Florida
$38.8K -$70.5K -318 -65%
ANBT
2014
American National Bank & Trust
Texas
$37.9K -$2K -9 -5%
FAM
2015
Flaharty Asset Management
Florida
$37.7K +$37.7K +170 New
POIA
2016
Pin Oak Investment Advisors
Texas
$37K
AEPWM
2017
Atlantic Edge Private Wealth Management
Florida
$35.9K -$41K -185 -53%
AWM
2018
Atticus Wealth Management
Florida
$35.2K -$46.7K -211 -57%
OCM
2019
Orion Capital Management
California
$35K
USB
2020
Union Savings Bank
Connecticut
$35K
WAS
2021
Winch Advisory Services
Wisconsin
$34.2K +$222 +1 +0.7%
FM
2022
Family Management
New York
$33.9K +$665 +3 +2%
CCMI
2023
Creative Capital Management Investments
California
$33.3K +$33.3K +150 New
Allspring Global Investments
2024
Allspring Global Investments
North Carolina
$33.2K +$33.2K +148 New
CH
2025
Canton Hathaway
Rhode Island
$33K