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Vanguard S&P Small-Cap 600 Value ETF

177 hedge funds and large institutions have $463M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-14
Holders Change %
-7.33%
% of All Funds
2.4%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
12
Increased
59
Reduced
57
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NEWAS
1
N.E.W. Advisory Services
Wisconsin
$29.7M +$2.8M +33,369 +10%
Morgan Stanley
2
Morgan Stanley
New York
$27.2M +$822K +9,795 +3%
UBS Group
3
UBS Group
Switzerland
$25.9M -$658K -7,839 -2%
Raymond James Financial
4
Raymond James Financial
Florida
$21.4M +$530K +6,320 +3%
ODIJL
5
One Day In July LLC
Vermont
$17.3M +$24.3K +289 +0.1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.3M -$41K -488 -0.3%
MGIA
7
Moneta Group Investment Advisors
Missouri
$14.1M -$45.6K -543 -0.3%
GFA
8
Gallagher Fiduciary Advisors
Illinois
$13.7M +$102K +1,216 +0.7%
AI
9
Atria Investments
North Carolina
$13.5M +$56.3K +671 +0.4%
Bank of America
10
Bank of America
North Carolina
$11.8M -$2.26M -26,953 -16%
VanEck Associates
11
VanEck Associates
New York
$11.5M +$6.38M +76,026 +126%
SFC
12
SYM Financial Corp
Indiana
$11.4M -$214K -2,554 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$11M +$300K +3,569 +3%
First Manhattan
14
First Manhattan
New York
$10.4M -$88K -1,049 -0.8%
CFS
15
Cannon Financial Strategists
Georgia
$9.83M +$437K +5,211 +5%
APC
16
Asset Planning Corporation
Tennessee
$9.05M +$578K +6,893 +7%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$8.74M -$1.29M -15,337 -13%
LPL Financial
18
LPL Financial
California
$8.61M -$1.27M -15,170 -13%
SAM
19
Silvercrest Asset Management
New York
$8.42M -$853K -10,171 -9%
LFA
20
Legend Financial Advisors
Pennsylvania
$8.16M +$458K +5,456 +6%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.96M -$407K -4,852 -5%
SOAG
22
Silver Oak Advisory Group
Oregon
$7.8M -$233K -2,774 -3%
Two Sigma Investments
23
Two Sigma Investments
New York
$7.58M +$6.91M +82,300 +1,024%
MAG
24
Mokosak Advisory Group
Iowa
$7.44M +$303K +3,614 +4%
RH
25
RFG Holdings
Texas
$6.74M -$307K -3,651 -4%