We are live on ! Find out more
VIOG icon

Vanguard S&P Small-Cap 600 Growth ETF

180 hedge funds and large institutions have $324M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

7% more funds holding

Funds holding: 168180 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.84% less ownership

Funds ownership: 39.7%38.86% (-0.84%)

6% less capital invested

Capital invested by funds: $346M → $324M (-$22.1M)

Holders
180
Holders Change
+12
Holders Change %
+7.14%
% of All Funds
2.19%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
28
Increased
70
Reduced
45
Closed
14
Calls
$522K
Puts
Net Calls
+$522K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.5M +$1.1M +9,075 +4%
LPL Financial
2
LPL Financial
California
$28.4M +$1.54M +12,666 +6%
SA
3
Strategic Advocates
Utah
$19.2M +$762K +6,267 +4%
Bank of America
4
Bank of America
North Carolina
$13.9M -$591K -4,861 -4%
Raymond James Financial
5
Raymond James Financial
Florida
$13.7M +$1.46M +11,990 +12%
Mariner
6
Mariner
Kansas
$10.8M -$5.91M -48,578 -35%
DWA
7
Dougherty Wealth Advisers
Minnesota
$9.44M +$271K +2,229 +3%
SPIA
8
Steward Partners Investment Advisory
New York
$9.38M +$10.2K +84 +0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.88M +$4.71M +38,680 +147%
GRP
10
Global Retirement Partners
California
$7.43M +$211K +1,734 +3%
AWAU
11
Alliance Wealth Advisors (Utah)
Utah
$7.25M +$6.85M +56,282 +1,617%
LWP
12
LMG Wealth Partners
Louisiana
$7.12M -$771K -6,337 -10%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$7.01M +$1.54M +12,623 +28%
Ameriprise
14
Ameriprise
Minnesota
$6.56M -$36.5M -300,421 -85%
Goldman Sachs
15
Goldman Sachs
New York
$6.06M -$260K -2,137 -4%
CW
16
Code Waechter
Florida
$6.05M +$206K +1,692 +4%
MGIA
17
Moneta Group Investment Advisors
Missouri
$5.69M +$353K +2,900 +7%
Wells Fargo
18
Wells Fargo
California
$5.43M -$51.8K -426 -0.9%
DSCM
19
Del-Sette Capital Management
New York
$5.4M +$144K +1,185 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.29M +$563K +4,632 +12%
KG
21
Kieckhefer Group
Wisconsin
$4.97M -$72.6K -597 -1%
RWP
22
RWA Wealth Partners
Massachusetts
$4.18M +$474K +3,893 +13%
PS
23
Principal Securities
Iowa
$3.77M +$182K +1,499 +5%
Brown Advisory
24
Brown Advisory
Maryland
$3.66M +$131K +1,079 +4%
UBS Group
25
UBS Group
Switzerland
$3.61M -$1.13M -9,290 -24%