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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

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:

1.22% 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
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
BCG
151
Breakwater Capital Group
New Jersey
$220K
FDDB
152
Fidelity D&D Bancorp
Pennsylvania
$219K
GFG
153
Genesis Financial Group
New Jersey
$217K
PCM
154
Passive Capital Management
Maryland
$209K
SWP
155
Stratos Wealth Partners
Ohio
$205K
BlackRock
156
BlackRock
New York
$203K
SFA
157
Sequoia Financial Advisors
Ohio
$203K
Stifel Financial
158
Stifel Financial
Missouri
$202K
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$190K
CF
160
Centaurus Financial
California
$180K
SMA
161
Sage Mountain Advisors
Georgia
$179K
AP
162
Aspect Partners
Virginia
$163K
RWM
163
Rialto Wealth Management
New York
$154K
TWM
164
TopTier Wealth Management
Wisconsin
$141K
VNA
165
Valley National Advisers
Pennsylvania
$130K
AG
166
AmeriFlex Group
Nevada
$123K
CFM
167
Cornerstone Financial Management
Massachusetts
$118K
VAI
168
Vanguard Advisers Inc
Pennsylvania
$111K
ACA
169
Aptus Capital Advisors
Alabama
$109K
ADL
170
Asset Dedication LLC
California
$107K
NWMP
171
Noble Wealth Management PBC
Colorado
$90.7K
TCM
172
Triumph Capital Management
Colorado
$82.1K
RFP
173
Root Financial Partners
California
$79.5K
HC
174
Hurley Capital
New York
$74.7K
SL
175
Salomon & Ludwin
Virginia
$73.8K