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Vanguard Small-Cap ETF

2,167 hedge funds and large institutions have $39.4B invested in Vanguard Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 864 increasing their positions, 825 reducing their positions, and 65 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% more capital invested

Capital invested by funds: $37.7B → $39.4B (+$1.68B)

1% more funds holding in top 10

Funds holding in top 10: 181182 (+1)

1.06% less ownership

Funds ownership: 59.55%58.49% (-1.1%)

Holders
2,167
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
182
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
Name Holding Trade Value Shares
Change
Change in
Stake
CB
201
Cadence Bank
Mississippi
$21.3M
HWM
202
HB Wealth Management
Georgia
$21.1M
KBFS
203
Kohmann Bosshard Financial Services
Ohio
$21M
Koshinski Asset Management
204
Koshinski Asset Management
Illinois
$21M
BFG
205
Bleakley Financial Group
New Jersey
$21M
MFGP
206
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.8M
MWC
207
MBM Wealth Consultants
Missouri
$20.6M
SG
208
StoneX Group
New York
$20.5M
FSWA
209
Financial Synergies Wealth Advisors
Texas
$20.2M
WIC
210
Whitegate Investment Counselors
New Hampshire
$20.2M
First Manhattan
211
First Manhattan
New York
$20.2M
CWAG
212
Compton Wealth Advisory Group
Virginia
$20M
TCM
213
Twele Capital Management
Minnesota
$19.8M
DWP
214
Daymark Wealth Partners
Ohio
$19.7M
AQR Capital Management
215
AQR Capital Management
Connecticut
$19.7M
BAM
216
Berkshire Asset Management
Pennsylvania
$19.7M
CST
217
Charles Schwab Trust
Nevada
$19.7M
EPM
218
Elm Partners Management
Pennsylvania
$19.6M
DC
219
DeDora Capital
California
$19.5M
CFP
220
Curran Financial Partners
South Carolina
$19.3M
REMPR
221
Roof Eidam Maycock Peralta (REMP)
California
$19.2M
SQA
222
Simon Quick Advisors
New Jersey
$19.2M
AL
223
Aspiriant LLC
California
$19.1M
SIC
224
Salem Investment Counselors
North Carolina
$19M
Envestnet Portfolio Solutions
225
Envestnet Portfolio Solutions
Illinois
$19M