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Vanguard S&P Small-Cap 600 ETF

323 hedge funds and large institutions have $1.2B invested in Vanguard S&P Small-Cap 600 ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 108 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
4.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
31
Increased
108
Reduced
87
Closed
28
Calls
$309K
Puts
$48K
Net Calls
+$261K
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
176
Clearstead Advisors
Ohio
$425K +$234K +2,422 +122%
AWM
177
Accel Wealth Management
Iowa
$415K
PPW
178
PACK Private Wealth
Minnesota
$415K
M1FG
179
Mach-1 Financial Group
Arkansas
$407K +$407K +4,215 New
Thrivent Financial for Lutherans
180
Thrivent Financial for Lutherans
Minnesota
$406K
MIM
181
Macroview Investment Management
Maryland
$402K +$50.7K +525 +14%
WH
182
Whitcomb & Hess
Ohio
$401K
RTC
183
Real Talk Capital
Tennessee
$399K +$399K +4,133 New
CCA
184
Clarity Capital Advisors
Florida
$395K
WS
185
Wedbush Securities
California
$394K +$22.8K +236 +6%
SF
186
Synovus Financial
Georgia
$390K
SQA
187
Simon Quick Advisors
New Jersey
$389K
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$389K +$232K +2,403 +148%
IF
189
Ironwood Financial
Arizona
$387K
SFPG
190
Stonebridge Financial Planning Group
Florida
$384K
CAL
191
Capital Analysts LLC
Pennsylvania
$381K +$164K +1,695 +75%
BF
192
BOK Financial
Oklahoma
$379K +$59.8K +620 +19%
PWA
193
Principia Wealth Advisory
Texas
$376K +$11.4K +125 +3%
SFS
194
Summit Financial Strategies
Ohio
$370K +$6.37K +66 +2%
SMC
195
Smith, Moore & Co
Missouri
$362K -$33.6K -348 -8%
WPW
196
Watershed Private Wealth
Illinois
$360K
AF
197
Affiance Financial
Minnesota
$358K
GAM
198
Gotham Asset Management
New York
$354K +$20.2K +209 +6%
JBA
199
Johnson Bixby & Associates
Washington
$350K +$11.1K +115 +3%
BCWM
200
Bartlett & Co Wealth Management
Ohio
$349K +$21.7K +225 +7%