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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
WIA
51
World Investment Advisors
California
$2.58M
MGIA
52
Moneta Group Investment Advisors
Missouri
$2.58M
EWA
53
EP Wealth Advisors
California
$2.55M
IJWM
54
Inman Jager Wealth Management
Mississippi
$2.49M
JP Morgan Chase
55
JP Morgan Chase
New York
$2.47M
SIM
56
Studio Investment Management
Illinois
$2.29M
DE
57
Diversified Enterprises
Delaware
$2.18M
SWM
58
Spire Wealth Management
Virginia
$2.01M
CIBC World Market
59
CIBC World Market
Ontario, Canada
$2M
CBU
60
CIBC Bancorp USA
Illinois
$1.98M
EK
61
Evensky & Katz
Florida
$1.94M
Brown Advisory
62
Brown Advisory
Maryland
$1.83M
AFTS
63
American Financial & Tax Strategies
New York
$1.82M
ACA
64
Ackerman Capital Advisors
Texas
$1.74M
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$1.7M
SLT
66
St Louis Trust
Missouri
$1.66M
MMA
67
Miracle Mile Advisors
California
$1.65M
PAG
68
Private Advisor Group
New Jersey
$1.54M
ERFOTCOFW
69
Employees Retirement Fund of the City of Fort Worth
Texas
$1.46M
FSG
70
Financial Strategies Group
Michigan
$1.45M
WGL
71
Wellington Grp LLC
Indiana
$1.31M
NW
72
Naviter Wealth
Arkansas
$1.3M
RA
73
Rodgers & Associates
Pennsylvania
$1.23M
WA
74
Wealth Architects
California
$1.23M
MML Investors Services
75
MML Investors Services
Massachusetts
$1.2M