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Vanguard S&P Small-Cap 600 Value ETF

211 hedge funds and large institutions have $604M 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
NW
76
Naviter Wealth
Arkansas
$1.25M
RA
77
Rodgers & Associates
Pennsylvania
$1.18M
WA
78
Wealth Architects
California
$1.18M
PFM
79
Phillips Financial Management
Indiana
$1.15M
FPAS
80
Focus Partners Advisor Solutions
Missouri
$1.15M
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$1.08M
PSF
82
Pacific Sun Financial
California
$1.08M
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$1.04M
FWP
84
Family Wealth Partners
North Carolina
$1.03M
HWM
85
HB Wealth Management
Georgia
$1.03M
Betterment LLC
86
Betterment LLC
New York
$954K
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$916K
VAS
88
Vestmark Advisory Solutions
Massachusetts
$861K
AssetMark Inc
89
AssetMark Inc
California
$861K
OIA
90
OneDigital Investment Advisors
Kansas
$842K
WA
91
Waverly Advisors
Alabama
$823K
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$810K
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