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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
TWP
101
Triad Wealth Partners
Kansas
$662K
GCA
102
Genesee Capital Advisors
New York
$655K
KW
103
Keyvantage Wealth
Pennsylvania
$654K
DT
104
Diversified Trust
Tennessee
$649K
FTUS
105
Flow Traders U.S.
New York
$633K
AQR Capital Management
106
AQR Capital Management
Connecticut
$612K
Jones Financial Companies
107
Jones Financial Companies
Missouri
$607K
VT
108
Vise Technologies
New York
$599K
RWP
109
RWA Wealth Partners
Massachusetts
$592K
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$581K
ICMM
111
Integrated Capital Management (Michigan)
Michigan
$541K
FFA
112
Farther Finance Advisors
California
$540K
KAS
113
Kestra Advisory Services
Texas
$521K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$499K
IWA
115
Icon Wealth Advisors
Texas
$487K
VA
116
Valmark Advisers
Ohio
$483K
PAS
117
Park Avenue Securities
New York
$455K
EH
118
Equitable Holdings
New York
$442K
RIM
119
Rockbridge Investment Management
New York
$434K
SC
120
Sierra Capital
Florida
$433K
VAS
121
Vestmark Advisory Solutions
Massachusetts
$420K
SPC
122
Sigma Planning Corp
Michigan
$418K
BHWM
123
Beaird Harris Wealth Management
Texas
$418K
MFWP
124
Mosaic Family Wealth Partners
Missouri
$405K
BAMG
125
Brand Asset Management Group
Missouri
$393K