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Vanguard S&P Small-Cap 600 Value ETF

190 hedge funds and large institutions have $562M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $517M → $562M (+$44.9M)

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

1% more funds holding

Funds holding: 189190 (+1)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.91% less ownership

Funds ownership: 40.89%39.99% (-0.91%)

Holders
190
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
2.49%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
64
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$7.8M -$7.97M -87,048 -52%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$7.64M +$807K +8,814 +12%
VanEck Associates
28
VanEck Associates
New York
$7.48M +$15.3K +167 +0.2%
FBT
29
First Bank & Trust
South Dakota
$7.47M
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$6.98M +$344K +3,759 +5%
CW
31
Code Waechter
Florida
$6.88M +$319K +3,488 +5%
Wells Fargo
32
Wells Fargo
California
$5.65M +$279K +3,053 +5%
MA
33
Mutual Advisors
Nebraska
$5.5M +$31.5K +344 +0.6%
CFGA
34
Cambridge Financial Group (Arizona)
Arizona
$5.12M +$325K +3,549 +7%
RH
35
RFG Holdings
Texas
$4.19M -$255K -2,787 -6%
ECM
36
Evergreen Capital Management
Washington
$3.89M
WIA
37
World Investment Advisors
California
$3.85M -$651K -7,109 -15%
DADC
38
D.A. Davidson & Co
Montana
$3.84M -$111K -1,216 -3%
GRP
39
Global Retirement Partners
California
$3.79M +$112K +1,228 +3%
Ameriprise
40
Ameriprise
Minnesota
$3.64M -$38.3K -418 -1%
BOPW
41
Brandywine Oak Private Wealth
Pennsylvania
$3.24M -$27.9K -305 -0.9%
SI
42
Saxon Interests
Texas
$3.08M +$251K +2,738 +9%
EWA
43
Exencial Wealth Advisors
Oklahoma
$2.9M -$37.7K -412 -1%
Mariner
44
Mariner
Kansas
$2.66M -$352K -3,851 -12%
RDWM
45
Red Door Wealth Management
Tennessee
$2.65M +$2.29K +25 +0.1%
Citadel Advisors
46
Citadel Advisors
Florida
$2.63M +$2.53M +27,618 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.55M -$154K -1,678 -6%
MGIA
48
Moneta Group Investment Advisors
Missouri
$2.46M +$473K +5,164 +25%
SWM
49
Silverlake Wealth Management
Vermont
$2.44M +$1.98M +21,639 +550%
JP Morgan Chase
50
JP Morgan Chase
New York
$2.35M +$21.9K +239 +1%