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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
FBT
26
First Bank & Trust
South Dakota
$7.98M
CW
27
Code Waechter
Florida
$7.74M +$252K +2,422 +3%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$7.4M -$335K -3,220 -4%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$6.87M -$1.28M -12,286 -15%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$6.65M -$735K -7,076 -10%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$6.25M -$4.19M -40,359 -40%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$6.22M -$2.01M -19,388 -24%
Raymond James Financial
33
Raymond James Financial
Florida
$6.21M +$54.4K +524 +0.9%
Wells Fargo
34
Wells Fargo
California
$6.07M +$112K +1,076 +2%
MA
35
Mutual Advisors
Nebraska
$5.78M +$162K +1,556 +3%
MB
36
MidFirst Bank
Oklahoma
$5.38M +$739K +7,111 +16%
DADC
37
D.A. Davidson & Co
Montana
$5.33M +$942K +9,067 +21%
IAA
38
Independent Advisor Alliance
North Carolina
$5.29M +$5.4M +51,954 New
ECM
39
Evergreen Capital Management
Washington
$4.2M -$8.83K -85 -0.2%
HA
40
Hegarty Advisors
New York
$4.05M +$325K +3,129 +9%
RH
41
RFG Holdings
Texas
$4.02M -$23.4K -225 -0.6%
Ameriprise
42
Ameriprise
Minnesota
$3.8M -$46.7K -449 -1%
SWM
43
Silverlake Wealth Management
Vermont
$3.58M +$350K +3,370 +11%
BOPW
44
Brandywine Oak Private Wealth
Pennsylvania
$3.42M -$41.8K -402 -1%
SI
45
Saxon Interests
Texas
$3.3M -$45.7K -440 -1%
Mariner
46
Mariner
Kansas
$3.28M +$775K +7,460 +30%
EWA
47
Exencial Wealth Advisors
Oklahoma
$3.14M +$40.7K +392 +1%
CFGA
48
Cambridge Financial Group (Arizona)
Arizona
$3M -$1.09M -10,490 -26%
SWGC
49
Summit Wealth Group (Colorado)
Colorado
$2.88M +$380K +3,661 +15%
RDWM
50
Red Door Wealth Management
Tennessee
$2.85M +$6.23K +60 +0.2%