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Vanguard Small-Cap ETF

2,132 hedge funds and large institutions have $35.1B invested in Vanguard Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 929 increasing their positions, 787 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 2,1652,132 (-33)

10% less funds holding in top 10

Funds holding in top 10: 222200 (-22)

36% less capital invested

Capital invested by funds: $54.7B → $35.1B (-$19.6B)

Holders
2,132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
200
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$11.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
2001
Curio Wealth
Maryland
$51.7K
ETS
2002
ESL Trust Services
New York
$51.2K
MM
2003
Main Management
California
$51K
MSWA
2004
Marshall & Sterling Wealth Advisors
New York
$48.1K
APW
2005
Acima Private Wealth
Virginia
$48.1K
RF
2006
Rossby Financial
Florida
$47.3K
JGIA
2007
Jackson Grant Investment Advisers
Connecticut
$47.1K
KWM
2008
Kiker Wealth Management
Georgia
$46.8K
FP
2009
Financial Perspectives
Minnesota
$46.8K
RS
2010
Rakuten Securities
Japan
$45.5K
Loomis, Sayles & Company
2011
Loomis, Sayles & Company
Massachusetts
$45K
WW
2012
Winnow Wealth
Texas
$44.9K
AFS
2013
Anderson Financial Strategies
Ohio
$44.4K
WTFG
2014
Wood Tarver Financial Group
Idaho
$43.9K
BAM
2015
Byrne Asset Management
New Jersey
$43.5K
TVWM
2016
Tower View Wealth Management
Wisconsin
$43.3K
FMTCOCP
2017
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K
OP
2018
ORG Partners
Indiana
$40.9K
TFA
2019
Toth Financial Advisory
Virginia
$39.8K
PA
2020
PSI Advisors
Florida
$38.8K
ANBT
2021
American National Bank & Trust
Texas
$37.9K
FAM
2022
Flaharty Asset Management
Florida
$37.7K
POIA
2023
Pin Oak Investment Advisors
Texas
$37K
AEPWM
2024
Atlantic Edge Private Wealth Management
Florida
$35.9K
AWM
2025
Atticus Wealth Management
Florida
$35.2K