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Vanguard S&P Small-Cap 600 ETF

365 hedge funds and large institutions have $1.41B invested in Vanguard S&P Small-Cap 600 ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 142 increasing their positions, 96 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

48% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 96

8% more funds holding

Funds holding: 339365 (+26)

6% more capital invested

Capital invested by funds: $1.34B → $1.41B (+$74.9M)

2.88% more ownership

Funds ownership: 43.81%46.69% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
365
Holders Change
+26
Holders Change %
+7.67%
% of All Funds
4.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
43
Increased
142
Reduced
96
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Axxcess Wealth Management
California
$5.11M +$855K +7,688 +20%
BWIA
52
Bryant Woods Investment Advisors
New York
$5.07M -$135K -1,212 -3%
MML Investors Services
53
MML Investors Services
Massachusetts
$4.58M +$54.1K +486 +1%
FMI
54
F/M Investments
District of Columbia
$4.43M +$57.7K +519 +1%
Creative Planning
55
Creative Planning
Kansas
$4.41M +$220K +1,980 +5%
ECM
56
Evergreen Capital Management
Washington
$4.4M +$1.25M +11,218 +39%
PAG
57
Private Advisor Group
New Jersey
$4.33M -$189K -1,698 -4%
HAC
58
Harbor Advisory Corp
New Hampshire
$4.33M -$118K -1,058 -3%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$4.16M +$577K +5,190 +16%
EWA
60
EP Wealth Advisors
California
$4.04M +$4.05M +36,434 New
FDDB
61
Fidelity D&D Bancorp
Pennsylvania
$4.01M +$279K +2,507 +7%
PFM
62
Phillips Financial Management
Indiana
$3.97M -$15.5K -139 -0.4%
C
63
Certuity
Florida
$3.86M +$50.7K +456 +1%
TCWM
64
Total Clarity Wealth Management
Illinois
$3.66M +$334K +3,000 +10%
HSA
65
HBK Sorce Advisory
Pennsylvania
$3.46M +$23.2K +209 +0.7%
Betterment LLC
66
Betterment LLC
New York
$3.43M +$198K +1,782 +6%
VA
67
Valmark Advisers
Ohio
$3.31M -$262K -2,355 -7%
FCC
68
Flower City Capital
New York
$3.09M +$144K +1,296 +5%
SC
69
Sierra Capital
Florida
$3.07M +$7.56K +68 +0.2%
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$2.99M -$2.22K -20 -0.1%
R
71
Rebalance
California
$2.95M +$51.9K +467 +2%
FW
72
Fairway Wealth
Ohio
$2.92M +$173K +1,559 +6%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$2.75M +$850K +7,641 +45%
KCA
74
Kastel Capital Advisors
Massachusetts
$2.65M +$2.65M +23,848 New
Bank of New York Mellon
75
Bank of New York Mellon
New York
$2.62M +$300K +2,697 +13%