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Vanguard S&P Small-Cap 600 Value ETF

178 hedge funds and large institutions have $463M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

50% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 24

Holders
178
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
EK
51
Evensky & Katz
Florida
$2.02M
PAG
52
Private Advisor Group
New Jersey
$1.96M
MML Investors Services
53
MML Investors Services
Massachusetts
$1.96M
SIM
54
Studio Investment Management
Illinois
$1.9M
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$1.89M
AFTS
56
American Financial & Tax Strategies
New York
$1.82M
CIBC World Market
57
CIBC World Market
Ontario, Canada
$1.66M
IJWM
58
Inman Jager Wealth Management
Mississippi
$1.41M
MMA
59
Miracle Mile Advisors
California
$1.31M
ACA
60
Ackerman Capital Advisors
Texas
$1.2M
PFM
61
Phillips Financial Management
Indiana
$1.17M
Citadel Advisors
62
Citadel Advisors
Florida
$1.15M
NW
63
Naviter Wealth
Arkansas
$1.07M
PSF
64
Pacific Sun Financial
California
$1.04M
WA
65
Wealth Architects
California
$1.01M
CFGA
66
Cambridge Financial Group (Arizona)
Arizona
$989K
FSG
67
Financial Strategies Group
Michigan
$965K
AllianceBernstein
68
AllianceBernstein
Tennessee
$941K
RZH
69
Relyea Zuckerberg Hanson
Connecticut
$901K
OIA
70
OneDigital Investment Advisors
Kansas
$867K
RWP
71
RWA Wealth Partners
Massachusetts
$802K
SC
72
Sierra Capital
Florida
$788K
VAS
73
Vestmark Advisory Solutions
Massachusetts
$770K
KW
74
Keyvantage Wealth
Pennsylvania
$737K
HWM
75
HB Wealth Management
Georgia
$727K