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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 25 funds opening new positions, 61 increasing their positions, 76 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.26% less ownership

Funds ownership: 41.2%39.94% (-1.3%)

20% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 76

Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
26
First Bank & Trust
South Dakota
$7.98M
CW
27
Code Waechter
Florida
$7.74M
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$7.4M
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$6.87M
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$6.65M
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$6.25M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$6.22M
Raymond James Financial
33
Raymond James Financial
Florida
$6.21M
Wells Fargo
34
Wells Fargo
California
$6.07M
MA
35
Mutual Advisors
Nebraska
$5.78M
MB
36
MidFirst Bank
Oklahoma
$5.38M
DADC
37
D.A. Davidson & Co
Montana
$5.33M
IAA
38
Independent Advisor Alliance
North Carolina
$5.29M
ECM
39
Evergreen Capital Management
Washington
$4.2M
HA
40
Hegarty Advisors
New York
$4.05M
RH
41
RFG Holdings
Texas
$4.02M
Ameriprise
42
Ameriprise
Minnesota
$3.8M
SWM
43
Silverlake Wealth Management
Vermont
$3.58M
BOPW
44
Brandywine Oak Private Wealth
Pennsylvania
$3.42M
SI
45
Saxon Interests
Texas
$3.3M
Mariner
46
Mariner
Kansas
$3.28M
EWA
47
Exencial Wealth Advisors
Oklahoma
$3.14M
CFGA
48
Cambridge Financial Group (Arizona)
Arizona
$3M
SWGC
49
Summit Wealth Group (Colorado)
Colorado
$2.88M
RDWM
50
Red Door Wealth Management
Tennessee
$2.85M