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Vanguard S&P Small-Cap 600 Value ETF

211 hedge funds and large institutions have $607M 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, 59 increasing their positions, 75 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

2.09% less ownership

Funds ownership: 41.2%39.11% (-2.1%)

21% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 75

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
CW
26
Code Waechter
Florida
$7.74M
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$7.4M
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$6.87M
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$6.65M
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$6.25M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$6.22M
Raymond James Financial
32
Raymond James Financial
Florida
$6.21M
Wells Fargo
33
Wells Fargo
California
$6.07M
MA
34
Mutual Advisors
Nebraska
$5.78M
MB
35
MidFirst Bank
Oklahoma
$5.38M
DADC
36
D.A. Davidson & Co
Montana
$5.33M
IAA
37
Independent Advisor Alliance
North Carolina
$5.29M
ECM
38
Evergreen Capital Management
Washington
$4.2M
HA
39
Hegarty Advisors
New York
$4.05M
RH
40
RFG Holdings
Texas
$4.02M
Ameriprise
41
Ameriprise
Minnesota
$3.8M
SWM
42
Silverlake Wealth Management
Vermont
$3.58M
BOPW
43
Brandywine Oak Private Wealth
Pennsylvania
$3.42M
SI
44
Saxon Interests
Texas
$3.3M
Mariner
45
Mariner
Kansas
$3.28M
EWA
46
Exencial Wealth Advisors
Oklahoma
$3.14M
CFGA
47
Cambridge Financial Group (Arizona)
Arizona
$3M
SWGC
48
Summit Wealth Group (Colorado)
Colorado
$2.88M
RDWM
49
Red Door Wealth Management
Tennessee
$2.85M
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$2.58M