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Vanguard Small-Cap ETF
VB

Overview Fund Activity

2,114 hedge funds and large institutions have $37.6B invested in Vanguard Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 862 increasing their positions, 801 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,114
Holders Change
-11
Holders Change %
-0.52%
% of All Funds
28.35%
Holding in Top 10
178
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-10.1%
% of All Funds
2.39%
New
138
Increased
862
Reduced
801
Closed
100
Calls
$17.3M
Puts
$3.86M
Net Calls
+$13.4M
Net Calls Change
+$7.96M

Top Buyers

1
CM
Churchill Management
California
+$224M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$132M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$128M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$78.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$631M
2
WL
WIT LLC
District of Columbia
-$475M
3
AOI
Auto-Owners Insurance
Michigan
-$157M
4
FDP
Financiere des Professionnels
Quebec, Canada
-$59.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$48.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
2026
Clarity Asset Management
Iowa
$30.3K +$30.3K +128 New
WBC
2027
West Branch Capital
Massachusetts
$29.9K – – –
WAS
2028
Winch Advisory Services
Wisconsin
$29.8K -$6.63K -28 -18%
RF
2029
Roxbury Financial
New Jersey
$29.5K +$236 +1 +0.8%
PC
2030
Promus Capital
Illinois
$28.4K +$28.4K +120 New
AEPWM
2031
Atlantic Edge Private Wealth Management
Florida
$28.2K -$10.2K -43 -27%
CWP
2032
Concord Wealth Partners
Virginia
$28.2K -$474 -2 -2%
SRCM
2033
Signature Resources Capital Management
California
$28.2K – – –
M
2034
MOTCO
Texas
$28K – – –
IWM
2035
Inlight Wealth Management
Georgia
$27K – – –
AW
2036
Avion Wealth
Texas
$27K – – –
GTAM
2037
Global Trust Asset Management
Florida
$25.7K +$7.84K +33 +44%
SN
2038
Sittner & Nelson
Oregon
$25.4K – – –
TLA
2039
Tanglewood Legacy Advisors
Texas
$24.6K – – –
FGC
2040
Financial Gravity Companies
Texas
$24.4K +$24.4K +103 New
CTA
2041
Colonial Trust Advisors
South Carolina
$24.3K – – –
AWM
2042
Accredited Wealth Management
Kentucky
$23.8K – – –
NWM
2043
Navigoe Wealth Management
California
$22K – – –
PIP
2044
Peachtree Investment Partners
Florida
$21.4K +$476 +2 +2%
CFG
2045
Chapman Financial Group
Hawaii
$21.3K +$21.3K +90 New
AT
2046
Arlington Trust
Alabama
$21.3K – – –
BI
2047
Binnacle Investments
Iowa
$21.3K +$2.61K +11 +14%
BFP
2048
Briaud Financial Planning
Texas
$20K – – –
BA
2049
Ballast Advisors
Minnesota
$19.7K +$2.61K +11 +15%
TFG
2050
Team Financial Group
California
$19.3K +$19.3K +82 New
80 81
82
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