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Vanguard S&P Small-Cap 600 Growth ETF

178 hedge funds and large institutions have $316M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 42

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $324M → $316M (-$7.52M)

1% less funds holding

Funds holding: 180178 (-2)

1.6% less ownership

Funds ownership: 38.86%37.25% (-1.6%)

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% 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
21
Increased
67
Reduced
42
Closed
17
Calls
$299K
Puts
Net Calls
+$299K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$28M -$1.17M -9,178 -4%
Morgan Stanley
2
Morgan Stanley
New York
$26.8M -$5.67M -44,421 -17%
Raymond James Financial
3
Raymond James Financial
Florida
$20.5M +$6.52M +51,087 +45%
Bank of America
4
Bank of America
North Carolina
$14.7M +$518K +4,058 +4%
AWAU
5
Alliance Wealth Advisors (Utah)
Utah
$12.2M +$4.89M +38,351 +64%
DWA
6
Dougherty Wealth Advisers
Minnesota
$11.9M +$2.27M +17,770 +23%
Mariner
7
Mariner
Kansas
$10.6M -$473K -3,707 -4%
SPIA
8
Steward Partners Investment Advisory
New York
$9.72M +$102K +802 +1%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$8.2M +$1.04M +8,127 +14%
LWP
10
LMG Wealth Partners
Louisiana
$7.37M +$63.8K +500 +0.9%
CW
11
Code Waechter
Florida
$6.83M +$642K +5,035 +10%
DSCM
12
Del-Sette Capital Management
New York
$6.33M +$799K +6,268 +14%
Goldman Sachs
13
Goldman Sachs
New York
$6.32M +$96.2K +754 +2%
PS
14
Principal Securities
Iowa
$5.95M +$2.13M +16,686 +54%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.69M +$260K +2,039 +5%
Wells Fargo
16
Wells Fargo
California
$5.29M -$286K -2,241 -5%
MGIA
17
Moneta Group Investment Advisors
Missouri
$5.12M -$730K -5,727 -12%
KG
18
Kieckhefer Group
Wisconsin
$5.05M -$60.8K -477 -1%
Ameriprise
19
Ameriprise
Minnesota
$5M -$1.77M -13,875 -26%
RWP
20
RWA Wealth Partners
Massachusetts
$4.3M +$14.3K +112 +0.3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.98M -$4.21M -32,989 -51%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$3.8M +$3.32M +26,066 +640%
Brown Advisory
23
Brown Advisory
Maryland
$3.65M -$104K -814 -3%
PMG
24
ProVise Management Group
Florida
$3.29M +$82.8K +649 +3%
UBS Group
25
UBS Group
Switzerland
$3.28M -$434K -3,400 -11%