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Vanguard S&P Small-Cap 600 ETF
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Overview Fund Activity

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

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$22.9M
2
CA
Cambridge Associates
Massachusetts
+$5.02M
3
Ameriprise
Ameriprise
Minnesota
+$4.3M
4
FFP
FourThought Financial Partners
Florida
+$4.17M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.92M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$42.7M
2
Bank of America
Bank of America
North Carolina
-$31.6M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$13.8M
4
NA
NewEdge Advisors
Louisiana
-$13.5M
5
LPL Financial
LPL Financial
California
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$115M -$42.7M -442,454 -27%
Bank of America
2
Bank of America
North Carolina
$81.2M -$31.6M -327,860 -28%
Morgan Stanley
3
Morgan Stanley
New York
$71.4M +$1.77M +18,320 +3%
Mariner
4
Mariner
Kansas
$60.6M +$2.78M +28,840 +5%
Cerity Partners
5
Cerity Partners
New York
$39.1M +$144K +1,494 +0.4%
Raymond James Financial
6
Raymond James Financial
Florida
$38.2M -$219K -2,267 -0.6%
Ameriprise
7
Ameriprise
Minnesota
$36.9M +$4.3M +44,527 +13%
LPL Financial
8
LPL Financial
California
$34.8M -$10.4M -107,661 -23%
Wells Fargo
9
Wells Fargo
California
$30.5M -$1.64M -16,978 -5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$28.4M -$517K -5,355 -2%
Creative Planning
11
Creative Planning
Kansas
$26M +$22.9M +237,272 +730%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$25.7M -$6.89M -71,393 -21%
UBS Group
13
UBS Group
Switzerland
$25.5M +$1.73M +17,950 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$24.9M +$2.03M +21,080 +9%
SC
15
Savant Capital
Illinois
$23.8M -$1.51M -15,599 -6%
ODIJL
16
One Day In July LLC
Vermont
$22M -$631K -6,543 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$19.8M +$1.84M +19,064 +10%
Goldman Sachs
18
Goldman Sachs
New York
$19M +$2.86M +29,661 +18%
WIM
19
Warwick Investment Management
Texas
$16.1M -$839K -8,692 -5%
FFP
20
FourThought Financial Partners
Florida
$15.3M +$4.17M +43,255 +38%
TTWM
21
TCV Trust & Wealth Management
Virginia
$15M -$145K -1,501 -1%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$14.9M +$710K +7,353 +5%
ONB
23
Old National Bancorp
Indiana
$14.7M +$943K +9,774 +7%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$12.5M +$2.07M +21,453 +20%
WWM
25
Wiser Wealth Management
Georgia
$12.2M +$353K +3,653 +3%
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