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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
TWP
101
Triad Wealth Partners
Kansas
$662K +$290K +2,789 +75%
GCA
102
Genesee Capital Advisors
New York
$655K +$669K +6,434 New
KW
103
Keyvantage Wealth
Pennsylvania
$654K -$9.87K -95 -1%
DT
104
Diversified Trust
Tennessee
$649K
FTUS
105
Flow Traders U.S.
New York
$633K +$646K +6,218 New
AQR Capital Management
106
AQR Capital Management
Connecticut
$612K -$52.2K -502 -8%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$607K +$281K +2,702 +80%
VT
108
Vise Technologies
New York
$599K
RWP
109
RWA Wealth Partners
Massachusetts
$592K
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$581K +$442K +4,258 +294%
ICMM
111
Integrated Capital Management (Michigan)
Michigan
$541K -$93.1K -896 -14%
FFA
112
Farther Finance Advisors
California
$540K -$87.8K -845 -14%
KAS
113
Kestra Advisory Services
Texas
$521K +$45.4K +437 +9%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$499K -$27.6K -266 -5%
IWA
115
Icon Wealth Advisors
Texas
$487K
VA
116
Valmark Advisers
Ohio
$483K +$35.1K +338 +8%
PAS
117
Park Avenue Securities
New York
$455K -$1.66K -16 -0.4%
EH
118
Equitable Holdings
New York
$442K +$18K +173 +4%
RIM
119
Rockbridge Investment Management
New York
$434K
SC
120
Sierra Capital
Florida
$433K -$142K -1,365 -24%
VAS
121
Vestmark Advisory Solutions
Massachusetts
$420K -$486K -4,682 -53%
SPC
122
Sigma Planning Corp
Michigan
$418K -$11.9K -115 -3%
BHWM
123
Beaird Harris Wealth Management
Texas
$418K +$1.77K +17 +0.4%
MFWP
124
Mosaic Family Wealth Partners
Missouri
$405K +$831 +8 +0.2%
BAMG
125
Brand Asset Management Group
Missouri
$393K +$402K +3,867 New