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Vanguard Small-Cap ETF
VB

Overview Fund Activity

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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.1B
2
WL
WIT LLC
District of Columbia
$266M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$325M
4
WANY
Wealthspire Advisors (New York)
New York
$166M
5
GCM
Gibraltar Capital Management
Oklahoma
$61.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.34B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.48B
3
S
SignatureFD
Georgia
$37.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.1B
5
MECA
Miller Equity Capital Advisors
Texas
$534K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
2026
Greykasell Wealth Strategies
California
$32.8K +$32.8K +148 New
CAWM
2027
Capital A Wealth Management
Pennsylvania
$32.6K -$22.6K -102 -41%
BAM
2028
Bellevue Asset Management
Washington
$31.8K – – –
EPW
2029
Evergreen Private Wealth
Colorado
$31.4K +$31.4K +141 New
FNWA
2030
Financial Network Wealth Advisors
Utah
$31.3K +$31.3K +141 New
HFS
2031
Hopwood Financial Services
Virginia
$29.9K – – –
LWANC
2032
Laurel Wealth Advisors (North Carolina)
North Carolina
$29.9K +$5.54K +25 +23%
FGAM
2033
Financial Gravity Asset Management
Texas
$29.7K +$29.7K +134 New
RF
2034
Roxbury Financial
New Jersey
$29.6K – – –
AA
2035
Addison Advisors
Vermont
$29.5K – – –
AP
2036
Atwood & Palmer
Missouri
$29.3K – – –
KA
2037
Kozak & Associates
Colorado
$29.1K – – –
FIM
2038
FWL Investment Management
Texas
$28.8K +$28.8K +130 New
SR
2039
Syntax Research
Florida
$28.6K -$8.87K -40 -24%
WBC
2040
West Branch Capital
Massachusetts
$27.9K +$22.2K +100 +385%
Fuller & Thaler Asset Management
2041
Fuller & Thaler Asset Management
California
$27.9K -$127K -575 -82%
GWSA
2042
Global Wealth Strategies & Associates
Colorado
$27.1K +$3.33K +15 +14%
AW
2043
Avion Wealth
Texas
$27K – – –
CWP
2044
Concord Wealth Partners
Virginia
$26.8K +$444 +2 +2%
AC
2045
Arjuna Capital
North Carolina
$26.4K +$26.4K +119 New
SRCM
2046
Signature Resources Capital Management
California
$26.4K – – –
M
2047
MOTCO
Texas
$25.7K – – –
DIP
2048
DT Investment Partners
Pennsylvania
$25.3K -$24.5M -110,672 -100%
IWM
2049
Inlight Wealth Management
Georgia
$25.3K +$25.3K +114 New
FMP
2050
Financial Management Professionals
Texas
$23.9K – – –
80 81
82
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