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Vanguard S&P Small-Cap 600 Value ETF

178 hedge funds and large institutions have $463M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

50% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 24

Holders
178
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
$6.58M
RA
27
Riversedge Advisors
Delaware
$6.05M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.88M
FIG
29
FSA Investment Group
Florida
$5.83M
Wells Fargo
30
Wells Fargo
California
$5.49M
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.78M
MA
32
Mutual Advisors
Nebraska
$4.02M
WIA
33
World Investment Advisors
California
$3.77M
Ameriprise
34
Ameriprise
Minnesota
$3.56M
ECM
35
Evergreen Capital Management
Washington
$3.43M
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$3.32M
DADC
37
D.A. Davidson & Co
Montana
$3.23M
Mariner
38
Mariner
Kansas
$3.09M
BOPW
39
Brandywine Oak Private Wealth
Pennsylvania
$2.92M
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.92M
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$2.91M
AL
42
Aspiriant LLC
California
$2.71M
EWA
43
Exencial Wealth Advisors
Oklahoma
$2.61M
SI
44
Saxon Interests
Texas
$2.51M
IIC
45
Integrated Investment Consultants
Michigan
$2.27M
RDWM
46
Red Door Wealth Management
Tennessee
$2.24M
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$2.23M
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$2.19M
EWA
49
EP Wealth Advisors
California
$2.15M
SWM
50
Spire Wealth Management
Virginia
$2.11M