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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$2.57M
EWA
52
EP Wealth Advisors
California
$2.47M
Mariner
53
Mariner
Kansas
$2.43M
JP Morgan Chase
54
JP Morgan Chase
New York
$2.42M
IJWM
55
Inman Jager Wealth Management
Mississippi
$2.41M
SWGC
56
Summit Wealth Group (Colorado)
Colorado
$2.39M
SIM
57
Studio Investment Management
Illinois
$2.31M
VA
58
Veratis Advisors
North Carolina
$2.22M
EK
59
Evensky & Katz
Florida
$2M
CIBC World Market
60
CIBC World Market
Ontario, Canada
$1.96M
SWM
61
Spire Wealth Management
Virginia
$1.86M
Brown Advisory
62
Brown Advisory
Maryland
$1.76M
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$1.75M
AFTS
64
American Financial & Tax Strategies
New York
$1.74M
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$1.69M
SLT
66
St Louis Trust
Missouri
$1.59M
MMA
67
Miracle Mile Advisors
California
$1.59M
PAG
68
Private Advisor Group
New Jersey
$1.56M
Two Sigma Investments
69
Two Sigma Investments
New York
$1.56M
ACA
70
Ackerman Capital Advisors
Texas
$1.55M
TCWM
71
Total Clarity Wealth Management
Illinois
$1.52M
FSG
72
Financial Strategies Group
Michigan
$1.38M
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1.28M
MML Investors Services
74
MML Investors Services
Massachusetts
$1.26M
NW
75
Naviter Wealth
Arkansas
$1.25M