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Vanguard S&P Small-Cap 600 Value ETF

211 hedge funds and large institutions have $603M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 67 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 67

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
211
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$7.8M
FBT
27
First Bank & Trust
South Dakota
$7.67M
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$7.43M
CW
29
Code Waechter
Florida
$7.2M
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$7.09M
Wellington Management Group
31
Wellington Management Group
Massachusetts
$6.21M
Raymond James Financial
32
Raymond James Financial
Florida
$5.92M
Wells Fargo
33
Wells Fargo
California
$5.72M
MA
34
Mutual Advisors
Nebraska
$5.4M
MB
35
MidFirst Bank
Oklahoma
$4.47M
DADC
36
D.A. Davidson & Co
Montana
$4.23M
WIA
37
World Investment Advisors
California
$4.12M
ECM
38
Evergreen Capital Management
Washington
$4.05M
GRP
39
Global Retirement Partners
California
$4.01M
CFGA
40
Cambridge Financial Group (Arizona)
Arizona
$3.95M
RH
41
RFG Holdings
Texas
$3.89M
Ameriprise
42
Ameriprise
Minnesota
$3.69M
HA
43
Hegarty Advisors
New York
$3.59M
BOPW
44
Brandywine Oak Private Wealth
Pennsylvania
$3.32M
SI
45
Saxon Interests
Texas
$3.22M
SWM
46
Silverlake Wealth Management
Vermont
$3.11M
EWA
47
Exencial Wealth Advisors
Oklahoma
$2.98M
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2.89M
MGIA
49
Moneta Group Investment Advisors
Missouri
$2.84M
RDWM
50
Red Door Wealth Management
Tennessee
$2.73M