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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 %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$18.5M +$11.4M +51,303 +160%
HWMG
202
Hurlow Wealth Management Group
Indiana
$18.5M +$569K +2,568 +3%
TNA
203
True North Advisors
Texas
$18.5M +$18.5M +83,262 New
MFGP
204
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.1M -$187K -845 -1%
ABC
205
Associated Banc-Corp
Wisconsin
$18M +$1.48M +6,693 +9%
REMPR
206
Roof Eidam Maycock Peralta (REMP)
California
$17.9M -$498K -2,244 -3%
KHC
207
Koesten Hirschmann & Crabtree
Kansas
$17.8M +$1.65M +7,435 +10%
DW30
208
Drucker Wealth 3.0
New Jersey
$17.8M +$7.32M +33,025 +70%
P
209
&Partners
Tennessee
$17.8M +$7.47M +33,764 +73%
AM
210
AGF Management
Ontario, Canada
$17.7M -$115K -520 -0.6%
WIC
211
Whitegate Investment Counselors
New Hampshire
$17.6M -$489K -2,205 -3%
SC
212
SouthState Corp
Florida
$17.6M +$15.3M +69,152 +691%
MWC
213
MBM Wealth Consultants
Missouri
$17.4M +$326K +1,472 +2%
SPIA
214
Steward Partners Investment Advisory
New York
$17.1M +$1.1M +4,956 +7%
DJSG
215
D.J. St. Germain
Massachusetts
$17.1M -$135K -609 -0.8%
CB
216
Cadence Bank
Mississippi
$17M +$448K +2,021 +3%
SF
217
Summit Financial
New Jersey
$17M +$1.45M +6,549 +9%
BP
218
BCK Partners
New York
$16.9M +$245K +1,105 +1%
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$16.8M +$695K +3,132 +4%
AA
220
ALPS Advisors
Colorado
$16.8M +$202K +910 +1%
BAM
221
Berkshire Asset Management
Pennsylvania
$16.8M +$380K +1,699 +2%
OHWA
222
Oak Hill Wealth Advisors
Virginia
$16.8M +$457K +2,061 +3%
FPAS
223
Focus Partners Advisor Solutions
Missouri
$16.7M +$2.05M +9,258 +14%
DWP
224
Daymark Wealth Partners
Ohio
$16.7M +$725K +3,268 +5%
AL
225
Aspiriant LLC
California
$16.5M +$3.79M +17,084 +30%
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