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Vanguard S&P Small-Cap 600 Value ETF

177 hedge funds and large institutions have $463M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-14
Holders Change %
-7.33%
% of All Funds
2.4%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
12
Increased
59
Reduced
57
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
101
Beaird Harris Wealth Management
Texas
$338K +$1.09K +13 +0.3%
MFWP
102
Mosaic Family Wealth Partners
Missouri
$330K +$504 +6 +0.2%
HCA
103
Harbour Capital Advisors
Virginia
$314K -$126K -1,600 -29%
EH
104
Equitable Holdings
New York
$309K -$37.8K -450 -11%
SW
105
Simplicity Wealth
New Jersey
$305K +$305K +3,632 New
SWM
106
Silverlake Wealth Management
Vermont
$287K +$4.45K +53 +2%
MWM
107
Modera Wealth Management
New Jersey
$285K
TCM
108
TruNorth Capital Management
Michigan
$276K
CFA
109
Cahill Financial Advisors
Minnesota
$272K +$839 +10 +0.3%
BIA
110
BHK Investment Advisors
Alabama
$269K
BFA
111
Bragg Financial Advisors
North Carolina
$263K
BC
112
Barrett & Company
Rhode Island
$261K -$12.6K -150 -5%
HCP
113
Hardin Capital Partners
South Carolina
$254K +$504 +6 +0.2%
SI
114
Stephens Inc
Arkansas
$248K
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$246K -$4.32K -60 -2%
FWP
116
FAS Wealth Partners
Kansas
$243K +$336 +4 +0.1%
TPCW
117
TD Private Client Wealth
New York
$241K +$204K +2,431 +550%
GS
118
GWN Securities
Florida
$222K +$15.7K +187 +8%
RCAG
119
Rehmann Capital Advisory Group
Michigan
$220K +$1.68K +20 +0.8%
FFL
120
Financial Freedom LLC
Ohio
$171K -$229K -2,730 -57%
SMA
121
Sage Mountain Advisors
Georgia
$159K
RWM
122
Rialto Wealth Management
New York
$151K -$3.36K -40 -2%
AP
123
Aspect Partners
Virginia
$134K
VNA
124
Valley National Advisers
Pennsylvania
$113K -$4.76K -57 -4%
CCM
125
Coldstream Capital Management
Washington
$104K +$104K +1,242 New