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Vanguard S&P Small-Cap 600 Value ETF

213 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, 61 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2.07% less ownership

Funds ownership: 41.2%39.13% (-2.1%)

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

Holders
213
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
CT
201
Caldwell Trust
Florida
$8.14K
SS
202
SBI Securities
Japan
$8.04K
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$5.38K
CIAS
204
Capital Investment Advisory Services
North Carolina
$3.89K
MBFW
205
Morton Brown Family Wealth
Pennsylvania
$2.85K
LWMI
206
Legacy Wealth Management (Idaho)
Idaho
$2.44K
MWA
207
Medallion Wealth Advisors
Connecticut
$2.44K
VWM
208
Vermillion Wealth Management
Minnesota
$1.74K
RCM
209
Richardson Capital Management
Wisconsin
$1.36K
HI
210
Horizon Investments
North Carolina
$1.02K
RF
211
RetireMitten Financial
Michigan
$1.02K
AUB
212
Atlantic Union Bankshares
Virginia
$204
ASN
213
Advisory Services Network
Georgia
$174
AC
214
AlphaCore Capital
California
$43
Two Sigma Investments
215
Two Sigma Investments
New York
TCWM
216
Total Clarity Wealth Management
Illinois
VCP
217
Verus Capital Partners
Arizona
SFG
218
Snider Financial Group
Washington
VF
219
Virtu Financial
New York
GS
220
GTS Securities
New York
FC
221
Financial Consulate
Maryland
PWMG
222
Private Wealth Management Group
New Jersey
US Bancorp
223
US Bancorp
Minnesota
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
DF
225
DecisionPoint Financial
Arizona