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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

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $605M → $620M (+$15.1M)

1% more funds holding

Funds holding: 212214 (+2)

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
+2
Holders Change %
+0.94%
% of All Funds
2.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
62
Reduced
76
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
201
Financial Management Professionals
Texas
$8.34K
CT
202
Caldwell Trust
Florida
$8.14K
SS
203
SBI Securities
Japan
$8.04K +$104 +1 +1%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$5.38K
CIAS
205
Capital Investment Advisory Services
North Carolina
$3.89K
MBFW
206
Morton Brown Family Wealth
Pennsylvania
$2.85K
LWMI
207
Legacy Wealth Management (Idaho)
Idaho
$2.44K
MWA
208
Medallion Wealth Advisors
Connecticut
$2.44K
VWM
209
Vermillion Wealth Management
Minnesota
$1.74K
RCM
210
Richardson Capital Management
Wisconsin
$1.36K
HI
211
Horizon Investments
North Carolina
$1.02K +$1.04K +10 New
RF
212
RetireMitten Financial
Michigan
$1.02K +$1.04K +10 New
AUB
213
Atlantic Union Bankshares
Virginia
$204
ASN
214
Advisory Services Network
Georgia
$174 +$208 +2 New
AC
215
AlphaCore Capital
California
$43 -$8K -77 Closed
Two Sigma Investments
216
Two Sigma Investments
New York
-$1.56M -15,941 Closed
TCWM
217
Total Clarity Wealth Management
Illinois
-$1.52M -15,570 Closed
SFG
218
Snider Financial Group
Washington
-$263K -2,689 Closed
VF
219
Virtu Financial
New York
-$247K -2,530 Closed
GS
220
GTS Securities
New York
-$240K -2,456 Closed
FC
221
Financial Consulate
Maryland
-$131K -1,344 Closed
PWMG
222
Private Wealth Management Group
New Jersey
-$60.5K -619 Closed
US Bancorp
223
US Bancorp
Minnesota
-$42.8K -438 Closed
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
-$17.7K -181 Closed
DF
225
DecisionPoint Financial
Arizona
-$11.7K -120 Closed