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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 %
SA
201
Sovran Advisors
California
$344K -$55.5K -625 -14%
TFS
202
Thoroughbred Financial Services
Tennessee
$343K +$88.3K +916 +35%
KNFPWM
203
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$341K
SG
204
StoneX Group
New York
$335K +$335K +3,474 New
SWP
205
Stratos Wealth Partners
Ohio
$334K -$21K -218 -6%
William Blair & Company
206
William Blair & Company
Illinois
$331K -$1.27M -13,140 -79%
AWE
207
Avidian Wealth Enterprises
Texas
$330K
MFG
208
Merit Financial Group
Georgia
$318K +$10.1K +105 +3%
DAS
209
Diversify Advisory Services
Utah
$313K +$22.7K +244 +8%
Truist Financial
210
Truist Financial
North Carolina
$312K -$20K -207 -6%
LSPW
211
Lake Street Private Wealth
Illinois
$309K +$309K +3,200 New
USWIA
212
UP Strategic Wealth Investment Advisors
Pennsylvania
$304K
FA
213
Financial Advisors
Massachusetts
$301K
1IA
214
1834 Investment Advisors
Wisconsin
$298K -$14.2K -147 -5%
DWM
215
Diversify Wealth Management
Utah
$293K +$93 +1 +0%
BHWM
216
Beaird Harris Wealth Management
Texas
$280K
CFP
217
Catalyst Financial Partners
Massachusetts
$277K +$277K +2,873 New
KeyBank National Association
218
KeyBank National Association
Ohio
$277K
BlackRock
219
BlackRock
New York
$270K +$221K +2,290 +453%
AFG
220
Atomi Financial Group
New York
$269K +$15.8K +164 +6%
TRCT
221
Tower Research Capital (TRC)
New York
$264K +$251K +2,616 +1,855%
AWS
222
Atria Wealth Solutions
New York
$259K -$59.5K -616 -19%
KPWS
223
Kestra Private Wealth Services
Texas
$254K
SMA
224
Sage Mountain Advisors
Georgia
$254K
ESB
225
Essex Savings Bank
Connecticut
$253K -$46.3K -480 -15%