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Vanguard Small-Cap Growth ETF

1,109 hedge funds and large institutions have $11.8B invested in Vanguard Small-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 407 increasing their positions, 371 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $7.71M

65% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 49

6% more capital invested

Capital invested by funds: $11.1B → $11.8B (+$717M)

1% more funds holding

Funds holding: 1,0961,109 (+13)

10% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 371

0.67% less ownership

Funds ownership: 58.87%58.2% (-0.67%)

10% less funds holding in top 10

Funds holding in top 10: 4238 (-4)

Holders
1,109
Holders Change
+13
Holders Change %
+1.19%
% of All Funds
14.56%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.5%
New
81
Increased
407
Reduced
371
Closed
49
Calls
$13.1M
Puts
$7.71M
Net Calls
+$5.42M
Net Calls Change
+$681K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.97B +$10.5M +36,393 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$575M +$14.4M +49,784 +3%
AssetMark Inc
3
AssetMark Inc
California
$461M +$2.9M +10,045 +0.7%
SEI Investments
4
SEI Investments
Pennsylvania
$283M +$3.22M +11,152 +1%
LPL Financial
5
LPL Financial
California
$268M +$9.44M +32,708 +4%
Corient Private Wealth
6
Corient Private Wealth
Florida
$266M +$38.9M +134,893 +18%
Wells Fargo
7
Wells Fargo
California
$260M +$1.86M +6,452 +0.7%
UBS Group
8
UBS Group
Switzerland
$229M -$14.2M -49,314 -6%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$204M +$868K +3,006 +0.4%
CK
10
Cohen Klingenstein
New York
$200M -$2.44M -8,450 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$190M +$621K +2,152 +0.3%
MG
12
Mather Group
Illinois
$180M -$2M -6,930 -1%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$168M -$36.5M -126,514 -18%
CL
14
Choreo LLC
Illinois
$152M -$867K -3,004 -0.6%
MGIA
15
Moneta Group Investment Advisors
Missouri
$151M +$1.17M +4,041 +0.8%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$140M -$7.06M -24,441 -5%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$137M +$27.1M +94,031 +26%
Raymond James Financial
18
Raymond James Financial
Florida
$134M +$2.24M +7,760 +2%
Ameriprise
19
Ameriprise
Minnesota
$119M -$852K -2,953 -0.7%
RWP
20
RWA Wealth Partners
Massachusetts
$109M +$2.51M +8,691 +2%
WANY
21
Wealthspire Advisors (New York)
New York
$106M -$2.01M -6,960 -2%
MML Investors Services
22
MML Investors Services
Massachusetts
$106M +$794K +2,749 +0.8%
Osaic Holdings
23
Osaic Holdings
Arizona
$106M +$12.3M +42,670 +14%
HighTower Advisors
24
HighTower Advisors
Illinois
$101M +$585K +2,025 +0.6%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$97.2M +$2.57M +8,906 +3%