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Vanguard Small-Cap ETF

2,113 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, 861 increasing their positions, 801 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,113
Holders Change
-12
Holders Change %
-0.56%
% of All Funds
28.34%
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
861
Reduced
801
Closed
100
Calls
$17.3M
Puts
$3.86M
Net Calls
+$13.4M
Net Calls Change
+$7.96M
Name Holding Trade Value Shares
Change
Shares
Change %
MWC
201
MBM Wealth Consultants
Missouri
$19.5M +$867K +3,660 +5%
FSWA
202
Financial Synergies Wealth Advisors
Texas
$19.2M -$578K -2,440 -3%
MFGP
203
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.2M -$167K -705 -0.9%
OHWA
204
Oak Hill Wealth Advisors
Virginia
$19.2M +$822K +3,399 +4%
WIC
205
Whitegate Investment Counselors
New Hampshire
$19M +$230K +972 +1%
CB
206
Cadence Bank
Mississippi
$18.9M +$703K +2,965 +4%
Envestnet Portfolio Solutions
207
Envestnet Portfolio Solutions
Illinois
$18.9M -$18.8M -79,270 -50%
BP
208
BCK Partners
New York
$18.8M +$692K +2,922 +4%
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$18.7M +$695K +2,933 +4%
First Manhattan
210
First Manhattan
New York
$18.5M +$2.33M +9,787 +14%
DF
211
Dunhill Financial
United Kingdom
$18.5M +$9.31M +39,269 +101%
REMPR
212
Roof Eidam Maycock Peralta (REMP)
California
$18.5M -$571K -2,411 -3%
SG
213
StoneX Group
New York
$18.4M +$653K +2,748 +4%
CWAG
214
Compton Wealth Advisory Group
Virginia
$18.3M +$1.05M +4,439 +6%
DWP
215
Daymark Wealth Partners
Ohio
$18.3M +$444K +1,874 +2%
CST
216
Charles Schwab Trust
Nevada
$18.3M +$3.37M +14,241 +23%
TCM
217
Twele Capital Management
Minnesota
$18.2M +$687K +2,898 +4%
CA
218
Crane Advisory
California
$18.1M -$1.05M -4,345 -6%
BAM
219
Berkshire Asset Management
Pennsylvania
$17.8M -$11.6K -49 -0.1%
DC
220
DeDora Capital
California
$17.8M +$553K +2,332 +3%
SIC
221
Salem Investment Counselors
North Carolina
$17.6M +$480K +2,020 +3%
FPAS
222
Focus Partners Advisor Solutions
Missouri
$17.6M -$297K -1,252 -2%
HWM
223
HB Wealth Management
Georgia
$17.6M +$1.81M +7,626 +11%
GAM
224
Gemmer Asset Management
California
$17.2M +$199K +839 +1%
SIA
225
Strategic Investment Advisors
Michigan
$17.2M +$926K +3,906 +6%