VB icon

Vanguard Small-Cap ETF

2,351 hedge funds and large institutions have $41B invested in Vanguard Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 1,012 increasing their positions, 835 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.4M
Puts
$26.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
2001
Correct Capital Wealth Management
Missouri
$239K
FMI
2002
F/M Investments
District of Columbia
$239K
AWM
2003
AAF Wealth Management
Massachusetts
$239K
RCS
2004
Retirement Capital Strategies
California
$238K
CCMG
2005
Clark Capital Management Group
Pennsylvania
$237K
FBB
2006
Fulton Breakefield Broenniman
Maryland
$237K
ACM
2007
Andina Capital Management
Utah
$237K
APW
2008
Aurora Private Wealth
New Jersey
$236K
SGCA
2009
Steel Grove Capital Advisors
Tennessee
$236K
PCM
2010
Park Capital Management
Wisconsin
$235K
EA
2011
Evergreen Advisors
Tennessee
$235K
FFG
2012
Frisch Financial Group
New York
$235K
LWA
2013
LifeGoal Wealth Advisors
New York
$235K
RWM
2014
Refined Wealth Management
Utah
$235K
CSA
2015
Cottage Street Advisors
Massachusetts
$234K
WCM
2016
Wealthcare Capital Management
Virginia
$234K
BWL
2017
Beacon Wealthcare LLC
North Carolina
$232K
WCM
2018
WLTH Capital Management
Arizona
$232K
TWD
2019
True Wealth Design
Ohio
$231K
MWM
2020
Melfa Wealth Management
Massachusetts
$231K
RWPA
2021
Richard W. Paul & Associates
Michigan
$231K
RIS
2022
Retirement Income Solutions
Michigan
$230K
DAS
2023
Daybright Advisory Services
Florida
$230K
NFP
2024
NorthLanding Financial Partners
New York
$230K
CB
2025
Community Bank
New York
$229K