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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
OWM
1
Orgel Wealth Management
Wisconsin
$115M +$2.5M +22,459 +2%
Bank of America
2
Bank of America
North Carolina
$88.8M -$8.72M -78,439 -9%
Morgan Stanley
3
Morgan Stanley
New York
$85.6M -$3.16M -28,413 -4%
Mariner
4
Mariner
Kansas
$70.8M +$1.83M +16,460 +3%
Cerity Partners
5
Cerity Partners
New York
$50M -$259K -2,326 -0.5%
Raymond James Financial
6
Raymond James Financial
Florida
$44.4M +$149K +1,340 +0.3%
UBS Group
7
UBS Group
Switzerland
$39.6M -$918K -8,252 -2%
Ameriprise
8
Ameriprise
Minnesota
$39.5M +$468K +4,212 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
$38.6M +$25.1M +225,850 +185%
Wells Fargo
10
Wells Fargo
California
$38.5M +$581K +5,222 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$30.5M +$916K +8,232 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$29.2M +$28.5K +256 +0.1%
Goldman Sachs
13
Goldman Sachs
New York
$29M +$2.89M +25,952 +11%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$26.6M -$2.72M -24,449 -9%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$26.4M +$1.28M +11,548 +5%
LPL Financial
16
LPL Financial
California
$24.1M -$2.08M -18,695 -8%
SC
17
Savant Capital
Illinois
$23.5M -$1.31M -11,791 -5%
MGIA
18
Moneta Group Investment Advisors
Missouri
$21.1M +$2.98M +26,750 +16%
WIM
19
Warwick Investment Management
Texas
$20.6M +$2.39M +21,504 +13%
ONB
20
Old National Bancorp
Indiana
$19.7M -$646K -5,805 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$19.6M -$1.82M -16,374 -8%
TTWM
22
TCV Trust & Wealth Management
Virginia
$16.8M +$84K +755 +0.5%
ODIJL
23
One Day In July LLC
Vermont
$16.8M -$1.64M -14,716 -9%
WWM
24
Wiser Wealth Management
Georgia
$16.5M +$157K +1,410 +1%
HFS
25
Hantz Financial Services
Michigan
$16.5M +$4.53M +40,686 +38%