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Vanguard Small-Cap ETF

2,193 hedge funds and large institutions have $39.5B invested in Vanguard Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 880 increasing their positions, 831 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $6.39M

111% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 66

1% more funds holding

Funds holding: 2,1622,193 (+31)

6% more repeat investments, than reductions

Existing positions increased: 880 | Existing positions reduced: 831

5% more capital invested

Capital invested by funds: $37.8B → $39.5B (+$1.71B)

1% more funds holding in top 10

Funds holding in top 10: 184185 (+1)

0.93% less ownership

Funds ownership: 59.63%58.69% (-0.93%)

Holders
2,193
Holders Change
+31
Holders Change %
+1.43%
% of All Funds
28.79%
Holding in Top 10
185
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.54%
% of All Funds
2.43%
New
139
Increased
880
Reduced
831
Closed
66
Calls
$17.2M
Puts
$6.39M
Net Calls
+$10.8M
Net Calls Change
-$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.96B -$197M -795,301 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.98B +$8.59M +34,622 +0.4%
Wells Fargo
3
Wells Fargo
California
$1.55B +$60.3M +242,955 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.1B -$215M -867,245 -17%
LPL Financial
5
LPL Financial
California
$1.01B +$10.2M +40,988 +1%
UBS Group
6
UBS Group
Switzerland
$979M -$61.5M -248,084 -6%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$812M +$92.4M +372,519 +13%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$681M +$31.4M +126,497 +5%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$672M -$1.07B -4,325,503 -62%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$639M +$30.9M +124,673 +5%
Ameriprise
11
Ameriprise
Minnesota
$595M -$242K -974 -0%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$578M -$9.07M -36,587 -2%
Raymond James Financial
13
Raymond James Financial
Florida
$565M +$2.08M +8,387 +0.4%
Creative Planning
14
Creative Planning
Kansas
$500M -$118K -476 -0%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$494M +$6.05M +24,391 +1%
Charles Schwab
16
Charles Schwab
California
$479M -$32.9M -132,724 -7%
Mariner
17
Mariner
Kansas
$464M +$28.3M +114,046 +7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$456M -$6.68M -26,922 -1%
Goldman Sachs
19
Goldman Sachs
New York
$428M -$6.63M -26,740 -2%
Wealthfront Advisers
20
Wealthfront Advisers
California
$381M +$7.38M +29,771 +2%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$323M +$22M +88,864 +8%
Stifel Financial
22
Stifel Financial
Missouri
$292M +$8.52M +34,352 +3%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$292M -$1.29M -5,185 -0.5%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$287M -$33M -133,128 -11%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$286M +$235M +947,832 +534%