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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
MML Investors Services
76
MML Investors Services
Massachusetts
$1.2M
FPAS
77
Focus Partners Advisor Solutions
Missouri
$1.2M
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$1.14M
PFM
79
Phillips Financial Management
Indiana
$1.13M
Corient Private Wealth
80
Corient Private Wealth
Florida
$1.12M
Cerity Partners
81
Cerity Partners
New York
$1.11M
PSF
82
Pacific Sun Financial
California
$1.11M
JIG
83
Junk Investment Group
Maryland
$1.09M
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$1.08M
FWP
85
Family Wealth Partners
North Carolina
$1.07M
AssetMark Inc
86
AssetMark Inc
California
$1.01M
Betterment LLC
87
Betterment LLC
New York
$973K
WA
88
Waverly Advisors
Alabama
$953K
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$945K
HWM
90
HB Wealth Management
Georgia
$882K
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$866K
OIA
92
OneDigital Investment Advisors
Kansas
$850K
B
93
Bailard
California
$831K
HighTower Advisors
94
HighTower Advisors
Illinois
$812K
RZH
95
Relyea Zuckerberg Hanson
Connecticut
$771K
SFO
96
Stokes Family Office
Louisiana
$746K
KPWS
97
Kestra Private Wealth Services
Texas
$744K
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$736K
FTS
99
Fifth Third Securities
Ohio
$716K
Creative Planning
100
Creative Planning
Kansas
$668K