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Vanguard Small-Cap ETF

2,363 hedge funds and large institutions have $43.2B invested in Vanguard Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 288 funds opening new positions, 991 increasing their positions, 737 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 70

89% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $15.4M

34% more repeat investments, than reductions

Existing positions increased: 991 | Existing positions reduced: 737

9% more capital invested

Capital invested by funds: $39.5B → $43.2B (+$3.74B)

9% more funds holding in top 10

Funds holding in top 10: 185202 (+17)

8% more funds holding

Funds holding: 2,1912,363 (+172)

5.34% more ownership

Funds ownership: 58.69%64.03% (+5.3%)

Holders
2,363
Holders Change
+172
Holders Change %
+7.85%
% of All Funds
28.75%
Holding in Top 10
202
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+9.19%
% of All Funds
2.46%
New
288
Increased
991
Reduced
737
Closed
70
Calls
$29.1M
Puts
$15.4M
Net Calls
+$13.7M
Net Calls Change
+$2.93M
Name Holding Trade Value Shares
Change
Change in
Stake
DB
2001
Dravo Bay
Delaware
$242K -$3.07K -12 -1%
YIA
2002
YHB Investment Advisors
Connecticut
$242K
AA
2003
AF Advisors
California
$242K
PWM
2004
Partners Wealth Management
California
$241K -$20.5K -80 -8%
OC
2005
Optima Capital
Oregon
$241K -$27.9K -109 -10%
RA
2006
RoundAngle Advisors
New Jersey
$241K -$5.12K -20 -2%
AWM
2007
AAF Wealth Management
Massachusetts
$241K +$239K +934 New
SIAP
2008
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$241K +$239K +933 New
NS
2009
Northland Securities
Minnesota
$241K +$239K +933 New
BMO
2010
Beck Mack & Oliver
New York
$240K
MC
2011
Matisse Capital
Oregon
$239K
PFG
2012
Prospect Financial Group
Virginia
$239K
JEST
2013
JTC Employer Solutions Trustee
Jersey
$239K
SP
2014
Stonebrook Private
Michigan
$239K
CA
2015
Carson Advisory
Georgia
$239K
E
2016
EntreWealth
Texas
$239K -$69.7K -272 -24%
UCB
2017
United Community Bank
South Carolina
$238K +$201K +784 +560%
SNBOSCI
2018
Security National Bank of Sioux City Iowa
Iowa
$238K -$3.33K -13 -1%
AC
2019
Anson Capital
Georgia
$238K
CWM
2020
Cherrydale Wealth Management
New Jersey
$238K -$1.07M -4,191 -82%
ASBI
2021
American State Bank (Iowa)
Iowa
$238K +$236K +921 New
ARA
2022
Approach Retirement Advisors
Alabama
$237K +$236K +920 New
CWM
2023
Collaborative Wealth Management
Florida
$237K +$235K +919 New
MWM
2024
McCartney Wealth Management
Missouri
$236K +$235K +917 New
NRWA
2025
North Ridge Wealth Advisors
Oregon
$236K