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Vanguard S&P Small-Cap 600 ETF

324 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 32 funds opening new positions, 108 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

1.78% less ownership

Funds ownership: 45.77%43.99% (-1.8%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

47% less capital invested

Capital invested by funds: $2.25B → $1.2B (-$1.05B)

Holders
324
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$309K
Puts
$48K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
201
Bartlett & Co Wealth Management
Ohio
$349K
SA
202
Sovran Advisors
California
$344K
TFS
203
Thoroughbred Financial Services
Tennessee
$343K
KNFPWM
204
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$341K
SG
205
StoneX Group
New York
$335K
SWP
206
Stratos Wealth Partners
Ohio
$334K
William Blair & Company
207
William Blair & Company
Illinois
$331K
AWE
208
Avidian Wealth Enterprises
Texas
$330K
MFG
209
Merit Financial Group
Georgia
$318K
DAS
210
Diversify Advisory Services
Utah
$313K
Truist Financial
211
Truist Financial
North Carolina
$312K
LSPW
212
Lake Street Private Wealth
Illinois
$309K
USWIA
213
UP Strategic Wealth Investment Advisors
Pennsylvania
$304K
FA
214
Financial Advisors
Massachusetts
$301K
1IA
215
1834 Investment Advisors
Wisconsin
$298K
DWM
216
Diversify Wealth Management
Utah
$293K
BHWM
217
Beaird Harris Wealth Management
Texas
$280K
CFP
218
Catalyst Financial Partners
Massachusetts
$277K
KeyBank National Association
219
KeyBank National Association
Ohio
$277K
BlackRock
220
BlackRock
New York
$270K
AFG
221
Atomi Financial Group
New York
$269K
TRCT
222
Tower Research Capital (TRC)
New York
$264K
AWS
223
Atria Wealth Solutions
New York
$259K
KPWS
224
Kestra Private Wealth Services
Texas
$254K
SMA
225
Sage Mountain Advisors
Georgia
$254K