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Vanguard S&P Small-Cap 600 Value ETF

211 hedge funds and large institutions have $607M 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, 59 increasing their positions, 75 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

2.09% less ownership

Funds ownership: 41.2%39.11% (-2.1%)

21% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 75

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
PWA
176
Portus Wealth Advisors
North Carolina
$41.5K
WWM
177
Western Wealth Management
Colorado
$39.2K
PA
178
Parallel Advisors
California
$36.6K
NRWA
179
North Ridge Wealth Advisors
Oregon
$36.3K
BFP
180
Birchwood Financial Partners
Minnesota
$35.4K
BBHC
181
Brown Brothers Harriman & Co
New York
$35.4K
SIC
182
SJS Investment Consulting
Ohio
$34.9K
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$34.6K
CA
184
CoreCap Advisors
Michigan
$33K
FFL
185
Financial Freedom LLC
Ohio
$26.2K
SAM
186
Smartleaf Asset Management
Massachusetts
$24.5K
FAI
187
Fiduciary Advisors Inc
Missouri
$24K
JWA
188
JFS Wealth Advisors
Pennsylvania
$22K
AF
189
Advisornet Financial
Minnesota
$21.3K
GEA
190
Glen Eagle Advisors
New Jersey
$20.3K
UBS AM
191
UBS AM
Illinois
$18.9K
MCM
192
MAI Capital Management
Ohio
$17.8K
CPA
193
Cardiff Park Advisors
California
$14.4K
Russell Investments Group
194
Russell Investments Group
United Kingdom
$13.8K
PF
195
PlanVest Financial
Maryland
$12.4K
TSMHT
196
Thurston Springer Miller Herd & Titak
Indiana
$11.6K
TWC
197
TD Waterhouse Canada
Ontario, Canada
$9.12K
FMP
198
Financial Management Professionals
Texas
$8.34K
CT
199
Caldwell Trust
Florida
$8.14K
SS
200
SBI Securities
Japan
$8.04K