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Vanguard S&P Small-Cap 600 Growth ETF

168 hedge funds and large institutions have $346M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,233% more call options, than puts

Call options by funds: $280K | Put options by funds: $12K

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

37% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 43

9% more capital invested

Capital invested by funds: $317M → $346M (+$29.3M)

8% more funds holding

Funds holding: 155168 (+13)

1.48% more ownership

Funds ownership: 38.22%39.7% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
168
Holders Change
+13
Holders Change %
+8.39%
% of All Funds
2.21%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
59
Reduced
43
Closed
11
Calls
$280K
Puts
$12K
Net Calls
+$268K
Net Calls Change
-$338K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$43.2M -$951K -8,017 -2%
Morgan Stanley
2
Morgan Stanley
New York
$30.6M +$1.17M +9,825 +4%
LPL Financial
3
LPL Financial
California
$27M +$1.73M +14,617 +7%
SA
4
Strategic Advocates
Utah
$18.2M +$717K +6,039 +4%
Mariner
5
Mariner
Kansas
$16.7M -$16.5K -139 -0.1%
Bank of America
6
Bank of America
North Carolina
$14.5M -$926K -7,801 -6%
Raymond James Financial
7
Raymond James Financial
Florida
$12.3M -$389K -3,280 -3%
SPIA
8
Steward Partners Investment Advisory
New York
$9.4M +$4.88M +41,139 +114%
DWA
9
Dougherty Wealth Advisers
Minnesota
$9.2M +$435K +3,668 +5%
LWP
10
LMG Wealth Partners
Louisiana
$7.92M -$71K -598 -0.9%
GRP
11
Global Retirement Partners
California
$7.25M +$210K +1,772 +3%
Goldman Sachs
12
Goldman Sachs
New York
$6.35M +$87.6K +738 +1%
CW
13
Code Waechter
Florida
$5.84M +$215K +1,813 +4%
Wells Fargo
14
Wells Fargo
California
$5.5M -$1.74M -14,693 -25%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.5M +$1.65M +13,926 +45%
MGIA
16
Moneta Group Investment Advisors
Missouri
$5.36M +$579K +4,879 +12%
DSCM
17
Del-Sette Capital Management
New York
$5.28M +$545K +4,595 +12%
KG
18
Kieckhefer Group
Wisconsin
$5.07M +$9.97K +84 +0.2%
UBS Group
19
UBS Group
Switzerland
$4.76M -$511K -4,307 -10%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.75M -$569K -4,793 -11%
BONH
21
Bank of New Hampshire
New Hampshire
$4.65M +$102K +860 +2%
RWP
22
RWA Wealth Partners
Massachusetts
$3.72M -$5.81K -49 -0.2%
PS
23
Principal Securities
Iowa
$3.6M -$402K -3,385 -10%
Brown Advisory
24
Brown Advisory
Maryland
$3.54M -$90.3K -761 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.2M -$1.23M -10,407 -28%