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Vanguard S&P Small-Cap 600 Value ETF

214 hedge funds and large institutions have $620M 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, 61 increasing their positions, 76 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.26% less ownership

Funds ownership: 41.2%39.94% (-1.3%)

20% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 76

Holders
214
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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$2.58M
WIA
52
World Investment Advisors
California
$2.58M
MGIA
53
Moneta Group Investment Advisors
Missouri
$2.58M
EWA
54
EP Wealth Advisors
California
$2.55M
IJWM
55
Inman Jager Wealth Management
Mississippi
$2.49M
JP Morgan Chase
56
JP Morgan Chase
New York
$2.47M
SIM
57
Studio Investment Management
Illinois
$2.29M
DE
58
Diversified Enterprises
Delaware
$2.18M
SWM
59
Spire Wealth Management
Virginia
$2.01M
CIBC World Market
60
CIBC World Market
Ontario, Canada
$2M
CBU
61
CIBC Bancorp USA
Illinois
$1.98M
EK
62
Evensky & Katz
Florida
$1.94M
Brown Advisory
63
Brown Advisory
Maryland
$1.83M
AFTS
64
American Financial & Tax Strategies
New York
$1.82M
ACA
65
Ackerman Capital Advisors
Texas
$1.74M
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$1.7M
SLT
67
St Louis Trust
Missouri
$1.66M
MMA
68
Miracle Mile Advisors
California
$1.65M
PAG
69
Private Advisor Group
New Jersey
$1.54M
ERFOTCOFW
70
Employees Retirement Fund of the City of Fort Worth
Texas
$1.46M
FSG
71
Financial Strategies Group
Michigan
$1.45M
WG
72
Wellington Group
Indiana
$1.31M
NW
73
Naviter Wealth
Arkansas
$1.3M
RA
74
Rodgers & Associates
Pennsylvania
$1.23M
WA
75
Wealth Architects
California
$1.23M