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Vanguard S&P Small-Cap 600 Value ETF

187 hedge funds and large institutions have $514M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+11
Holders Change %
+6.25%
% of All Funds
2.51%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
28
Increased
57
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$2.2M -$772K -9,029 -26%
EWA
52
EP Wealth Advisors
California
$2.19M
SIM
53
Studio Investment Management
Illinois
$2.12M +$187K +2,184 +10%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$2.09M -$189K -2,204 -8%
MML Investors Services
55
MML Investors Services
Massachusetts
$2.02M +$27K +316 +1%
SWGC
56
Summit Wealth Group (Colorado)
Colorado
$2M +$2M +23,348 New
EK
57
Evensky & Katz
Florida
$1.99M -$74.8K -874 -4%
TCWM
58
Total Clarity Wealth Management
Illinois
$1.92M +$1.92M +22,390 New
IJWM
59
Inman Jager Wealth Management
Mississippi
$1.88M +$443K +5,180 +31%
AFTS
60
American Financial & Tax Strategies
New York
$1.85M
MGIA
61
Moneta Group Investment Advisors
Missouri
$1.77M -$12.7M -147,891 -88%
PAG
62
Private Advisor Group
New Jersey
$1.73M -$272K -3,183 -14%
CIBC World Market
63
CIBC World Market
Ontario, Canada
$1.72M +$22.9K +268 +1%
Brown Advisory
64
Brown Advisory
Maryland
$1.64M +$1.2M +14,016 +275%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.55M +$995K +11,625 +179%
SWM
66
Spire Wealth Management
Virginia
$1.53M -$620K -7,240 -29%
ACA
67
Ackerman Capital Advisors
Texas
$1.5M +$280K +3,272 +23%
MMA
68
Miracle Mile Advisors
California
$1.4M +$57K +666 +4%
SLT
69
St Louis Trust
Missouri
$1.39M +$1.39M +16,300 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$1.29M -$944K -11,026 -42%
FSG
71
Financial Strategies Group
Michigan
$1.26M +$114K +1,270 +10%
PFM
72
Phillips Financial Management
Indiana
$1.2M
NW
73
Naviter Wealth
Arkansas
$1.1M
WA
74
Wealth Architects
California
$1.03M
PSF
75
Pacific Sun Financial
California
$1,000K -$56.5K -660 -5%