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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
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$182K
SMA
152
Sage Mountain Advisors
Georgia
$172K
CF
153
Centaurus Financial
California
$158K
AP
154
Aspect Partners
Virginia
$156K
RWM
155
Rialto Wealth Management
New York
$148K
FFL
156
Financial Freedom LLC
Ohio
$143K
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$142K
FC
158
Financial Consulate
Maryland
$131K
VNA
159
Valley National Advisers
Pennsylvania
$125K
AG
160
AmeriFlex Group
Nevada
$118K
CFM
161
Cornerstone Financial Management
Massachusetts
$115K
ACA
162
Aptus Capital Advisors
Alabama
$104K
RFP
163
Root Financial Partners
California
$99.3K
SAG
164
SageView Advisory Group
California
$95.9K
NWMP
165
Noble Wealth Management PBC
Colorado
$91K
TCM
166
Triumph Capital Management
Colorado
$78.9K
SL
167
Salomon & Ludwin
Virginia
$74.5K
HC
168
Hurley Capital
New York
$71.8K
HI
169
Harbour Investments
Wisconsin
$61.4K
PWMG
170
Private Wealth Management Group
New Jersey
$60.5K
ADL
171
Asset Dedication LLC
California
$57.1K
Citigroup
172
Citigroup
New York
$56.7K
CFD
173
Creative Financial Designs
Indiana
$48.4K
US Bancorp
174
US Bancorp
Minnesota
$42.8K
GJIA
175
Glass Jacobson Investment Advisors
Maryland
$42.7K