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Vanguard S&P Small-Cap 600 ETF

378 hedge funds and large institutions have $1.56B invested in Vanguard S&P Small-Cap 600 ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more capital invested

Capital invested by funds: $1.41B → $1.56B (+$154M)

4% more funds holding

Funds holding: 365378 (+13)

0.12% more ownership

Funds ownership: 46.69%46.81% (+0.12%)

7% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 121

Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
4.66%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
39
Increased
113
Reduced
121
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$125M +$6.03M +51,438 +5%
Bank of America
2
Bank of America
North Carolina
$101M +$9.47M +80,770 +10%
Morgan Stanley
3
Morgan Stanley
New York
$90.5M +$1.89M +16,135 +2%
Mariner
4
Mariner
Kansas
$70.8M -$2.46M -20,953 -3%
Ameriprise
5
Ameriprise
Minnesota
$52.2M +$11.7M +99,963 +28%
Cerity Partners
6
Cerity Partners
New York
$51.3M -$441K -3,761 -0.8%
Raymond James Financial
7
Raymond James Financial
Florida
$43.7M -$2.32M -19,770 -5%
Wells Fargo
8
Wells Fargo
California
$43.4M +$3.62M +30,871 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$41.7M +$10.3M +88,062 +32%
UBS Group
10
UBS Group
Switzerland
$41M -$7.5K -64 -0%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$40.6M +$36M +307,385 +660%
JP Morgan Chase
12
JP Morgan Chase
New York
$39.2M +$418K +3,568 +1%
Goldman Sachs
13
Goldman Sachs
New York
$32.8M +$2.83M +24,093 +9%
MGIA
14
Moneta Group Investment Advisors
Missouri
$29.7M +$8.08M +68,904 +36%
Osaic Holdings
15
Osaic Holdings
Arizona
$28.9M -$1.35M -11,527 -4%
LPL Financial
16
LPL Financial
California
$27.9M +$2.98M +25,411 +12%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$27.4M +$58.2K +496 +0.2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$25.8M -$1.74M -14,817 -6%
WIM
19
Warwick Investment Management
Texas
$23.4M +$2.13M +18,190 +10%
SC
20
Savant Capital
Illinois
$23.3M -$998K -8,507 -4%
HFS
21
Hantz Financial Services
Michigan
$22.6M +$5.69M +48,493 +33%
ONB
22
Old National Bancorp
Indiana
$19.9M -$468K -3,991 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$19.5M -$870K -7,418 -4%
WWM
24
Wiser Wealth Management
Georgia
$17.7M +$653K +5,568 +4%
TTWM
25
TCV Trust & Wealth Management
Virginia
$17.2M -$235K -2,004 -1%