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Vanguard S&P Small-Cap 600 Value ETF

214 hedge funds and large institutions have $620M invested in Vanguard S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $605M → $620M (+$15.1M)

1% more funds holding

Funds holding: 212214 (+2)

1.22% less ownership

Funds ownership: 41.18%39.96% (-1.2%)

18% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 76

Holders
214
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
62
Reduced
76
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.7M +$4.08M +39,284 +11%
AL
2
Aspiriant LLC
California
$31.2M -$508K -4,886 -2%
UBS Group
3
UBS Group
Switzerland
$30.5M -$69.7K -671 -0.2%
NEWAS
4
N.E.W. Advisory Services
Wisconsin
$30.2M -$1.32M -12,751 -4%
CIA
5
Concurrent Investment Advisors
Florida
$19.6M +$1.44M +13,901 +8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$16.6M +$10.3M +99,193 +156%
CAI
7
Capital Advisors Inc
Oklahoma
$15.3M +$462K +4,448 +3%
CFS
8
Cannon Financial Strategists
Georgia
$15.2M -$87.6K -843 -0.6%
Bank of America
9
Bank of America
North Carolina
$14.8M +$910K +8,755 +6%
GFA
10
Gallagher Fiduciary Advisors
Illinois
$14.7M -$2.78M -26,731 -16%
AI
11
Atria Investments
North Carolina
$14.5M -$2.73M -26,282 -16%
ODIJL
12
One Day In July LLC
Vermont
$13.3M -$665K -6,399 -5%
LPL Financial
13
LPL Financial
California
$13.2M +$69K +664 +0.5%
IIC
14
Integrated Investment Consultants
Michigan
$12.6M -$268K -2,576 -2%
SC
15
Savant Capital
Illinois
$12.1M -$13.3M -127,618 -52%
First Manhattan
16
First Manhattan
New York
$12.1M -$136K -1,307 -1%
AWM
17
Avior Wealth Management
Nebraska
$12M +$330K +3,172 +3%
SFC
18
SYM Financial Corp
Indiana
$11.9M -$393K -3,784 -3%
SAM
19
Silvercrest Asset Management
New York
$11.8M -$3.23M -31,067 -21%
RA
20
Riversedge Advisors
Delaware
$10.2M -$134K -1,290 -1%
LFA
21
Legend Financial Advisors
Pennsylvania
$10.2M +$208K +2,004 +2%
Osaic Holdings
22
Osaic Holdings
Arizona
$10M -$1.71M -16,435 -14%
MAG
23
Mokosak Advisory Group
Iowa
$9.67M +$24.7K +238 +0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$9.05M +$6.17M +59,371 +201%
SOAG
25
Silver Oak Advisory Group
Oregon
$8.92M -$134K -1,290 -1%