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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
RA
76
Rodgers & Associates
Pennsylvania
$1.18M
WA
77
Wealth Architects
California
$1.18M
PFM
78
Phillips Financial Management
Indiana
$1.15M
FPAS
79
Focus Partners Advisor Solutions
Missouri
$1.15M
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$1.08M
PSF
81
Pacific Sun Financial
California
$1.08M
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$1.04M
FWP
83
Family Wealth Partners
North Carolina
$1.03M
HWM
84
HB Wealth Management
Georgia
$1.03M
Betterment LLC
85
Betterment LLC
New York
$954K
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$916K
VAS
87
Vestmark Advisory Solutions
Massachusetts
$861K
AssetMark Inc
88
AssetMark Inc
California
$861K
OIA
89
OneDigital Investment Advisors
Kansas
$842K
WA
90
Waverly Advisors
Alabama
$823K
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$810K
Corient Private Wealth
92
Corient Private Wealth
Florida
$807K
B
93
Bailard
California
$799K
KPWS
94
Kestra Private Wealth Services
Texas
$762K
RZH
95
Relyea Zuckerberg Hanson
Connecticut
$739K
SFO
96
Stokes Family Office
Louisiana
$716K
FTS
97
Fifth Third Securities
Ohio
$695K
KW
98
Keyvantage Wealth
Pennsylvania
$638K
AQR Capital Management
99
AQR Capital Management
Connecticut
$637K
DT
100
Diversified Trust
Tennessee
$623K