VB icon

Vanguard Small-Cap ETF

2,178 hedge funds and large institutions have $39.5B invested in Vanguard Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 873 increasing their positions, 827 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

6% more repeat investments, than reductions

Existing positions increased: 873 | Existing positions reduced: 827

5% more capital invested

Capital invested by funds: $37.8B → $39.5B (+$1.7B)

0.95% less ownership

Funds ownership: 59.6%58.65% (-0.95%)

Holders
2,178
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
184
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2M
Puts
$6.39M
Net Calls
Net Calls Change

Top Buyers

1 +$235M
2 +$123M
3 +$111M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$92.4M
5
State Street
State Street
Massachusetts
+$60.5M

Top Sellers

1 -$1.07B
2 -$215M
3 -$197M
4
WA
Waterford Advisors
New York
-$94M
5
UBS Group
UBS Group
Switzerland
-$61.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
201
BCK Partners
New York
$21.4M
CB
202
Cadence Bank
Mississippi
$21.3M
HWM
203
HB Wealth Management
Georgia
$21.1M
KBFS
204
Kohmann Bosshard Financial Services
Ohio
$21M
Koshinski Asset Management
205
Koshinski Asset Management
Illinois
$21M
BFG
206
Bleakley Financial Group
New Jersey
$21M
MFGP
207
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.8M
MWC
208
MBM Wealth Consultants
Missouri
$20.6M
SG
209
StoneX Group
New York
$20.5M
FSWA
210
Financial Synergies Wealth Advisors
Texas
$20.2M
WIC
211
Whitegate Investment Counselors
New Hampshire
$20.2M
First Manhattan
212
First Manhattan
New York
$20.2M
CWAG
213
Compton Wealth Advisory Group
Virginia
$20M
TCM
214
Twele Capital Management
Minnesota
$19.8M
DWP
215
Daymark Wealth Partners
Ohio
$19.7M
AQR Capital Management
216
AQR Capital Management
Connecticut
$19.7M
BAM
217
Berkshire Asset Management
Pennsylvania
$19.7M
CST
218
Charles Schwab Trust
Nevada
$19.7M
EPM
219
Elm Partners Management
Pennsylvania
$19.6M
DC
220
DeDora Capital
California
$19.5M
CFP
221
Curran Financial Partners
South Carolina
$19.3M
REMPR
222
Roof Eidam Maycock Peralta (REMP)
California
$19.2M
SQA
223
Simon Quick Advisors
New Jersey
$19.2M
AL
224
Aspiriant LLC
California
$19.1M
SIC
225
Salem Investment Counselors
North Carolina
$19M