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Vanguard Small-Cap ETF

2,167 hedge funds and large institutions have $39.4B invested in Vanguard Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 864 increasing their positions, 825 reducing their positions, and 65 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% more capital invested

Capital invested by funds: $37.7B → $39.4B (+$1.68B)

1% more funds holding in top 10

Funds holding in top 10: 181182 (+1)

1.06% less ownership

Funds ownership: 59.55%58.49% (-1.1%)

Holders
2,167
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
182
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$6.39M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
2001
Swan Capital
Florida
$100K
MCA
2002
Midwest Capital Advisors
Michigan
$98.2K
MLA
2003
MB, Levis & Associates
Pennsylvania
$97.9K
GWSG
2004
GPS Wealth Strategies Group
Colorado
$96.5K
1NWS
2005
1 North Wealth Services
Maryland
$95.1K
HWA
2006
Heritage Wealth Advisors
Virginia
$94.8K
IWMA
2007
Ironwood Wealth Management (Arizona)
Arizona
$93.6K
RWS
2008
Retirement Wealth Solutions
Wisconsin
$92.4K
AFG
2009
Albion Financial Group
Utah
$91.5K
GI
2010
GS Investments
Minnesota
$90.8K
TCA
2011
Trifecta Capital Advisors
Illinois
$90.3K
FLFS
2012
Family Legacy Financial Solutions
North Carolina
$85.6K
RIA
2013
Realta Investment Advisors
Delaware
$85.2K
APW
2014
Atlantic Private Wealth
North Carolina
$85K
GFL
2015
Granite FO LLC
New Hampshire
$83.4K
B
2016
Birchbrook
Maine
$78.6K
BC
2017
Broadwater Capital
Massachusetts
$78.2K
CB
2018
Centennial Bank
Arkansas
$77.6K
FWM
2019
FSA Wealth Management
Massachusetts
$76.3K
MSFP
2020
Mark Sheptoff Financial Planning
Connecticut
$76.3K
WPA
2021
Wealth Preservation Advisors
Tennessee
$75K
CHC
2022
City Holding Co
West Virginia
$74.8K
BDPWM
2023
Barnes Dennig Private Wealth Management
Ohio
$74K
VWWMG
2024
Vermillion & White Wealth Management Group
Pennsylvania
$73.5K
FP
2025
Financial Perspectives
Minnesota
$72.9K