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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 24 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $605M → $620M (+$15.1M)

1% more funds holding

Funds holding: 212214 (+2)

1.22% less ownership

Funds ownership: 41.18%39.96% (-1.2%)

18% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 76

Holders
214
Holders Change
+2
Holders Change %
+0.94%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
62
Reduced
76
Closed
17
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 -$118K -1,139 -9%
FPAS
77
Focus Partners Advisor Solutions
Missouri
$1.2M +$5.3K +51 +0.4%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$1.14M -$194K -1,870 -14%
PFM
79
Phillips Financial Management
Indiana
$1.13M -$65.7K -632 -5%
Corient Private Wealth
80
Corient Private Wealth
Florida
$1.12M -$1.02M -9,802 -47%
Cerity Partners
81
Cerity Partners
New York
$1.11M +$1.13M +10,886 New
PSF
82
Pacific Sun Financial
California
$1.11M -$16.6K -160 -1%
JIG
83
Junk Investment Group
Maryland
$1.09M +$1.11M +10,674 New
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$1.08M -$44.1K -424 -4%
FWP
85
Family Wealth Partners
North Carolina
$1.07M +$623 +6 +0.1%
AssetMark Inc
86
AssetMark Inc
California
$1.01M +$117K +1,124 +13%
Betterment LLC
87
Betterment LLC
New York
$973K -$20.2K -194 -2%
WA
88
Waverly Advisors
Alabama
$953K +$98K +943 +11%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$945K -$8.42K -81 -0.9%
HWM
90
HB Wealth Management
Georgia
$882K -$193K -1,853 -18%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$866K +$22.9K +220 +3%
OIA
92
OneDigital Investment Advisors
Kansas
$850K -$27.6K -266 -3%
B
93
Bailard
California
$831K
HighTower Advisors
94
HighTower Advisors
Illinois
$812K +$228K +2,199 +38%
RZH
95
Relyea Zuckerberg Hanson
Connecticut
$771K +$1.97K +19 +0.3%
SFO
96
Stokes Family Office
Louisiana
$746K +$623 +6 +0.1%
KPWS
97
Kestra Private Wealth Services
Texas
$744K -$50.3K -484 -6%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$736K -$357K -3,440 -32%
FTS
99
Fifth Third Securities
Ohio
$716K -$6.96K -67 -0.9%
Creative Planning
100
Creative Planning
Kansas
$668K +$99.2K +955 +17%