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Vanguard S&P Small-Cap 600 Value ETF

187 hedge funds and large institutions have $514M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+11
Holders Change %
+6.25%
% of All Funds
2.51%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
28
Increased
57
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30M +$2.28M +26,680 +8%
AL
2
Aspiriant LLC
California
$29.2M +$26.4M +308,682 +957%
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$27.6M -$2.66M -31,098 -9%
UBS Group
4
UBS Group
Switzerland
$25.8M -$631K -7,375 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$20.1M -$1.66M -19,354 -8%
ODIJL
6
One Day In July LLC
Vermont
$15.8M -$1.76M -20,541 -10%
GFA
7
Gallagher Fiduciary Advisors
Illinois
$14.7M +$718K +8,394 +5%
AI
8
Atria Investments
North Carolina
$14.5M +$712K +8,316 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$14.5M -$126K -1,473 -0.9%
CFS
10
Cannon Financial Strategists
Georgia
$13.6M +$3.6M +42,042 +36%
Osaic Holdings
11
Osaic Holdings
Arizona
$11.8M -$409K -4,381 -3%
SFC
12
SYM Financial Corp
Indiana
$11.7M +$60.7K +709 +0.5%
Bank of America
13
Bank of America
North Carolina
$11.3M -$696K -8,131 -6%
APC
14
Asset Planning Corporation
Tennessee
$10.6M +$1.38M +16,087 +15%
LPL Financial
15
LPL Financial
California
$10.5M +$1.76M +20,534 +20%
First Manhattan
16
First Manhattan
New York
$10.5M -$102K -1,191 -1%
SAM
17
Silvercrest Asset Management
New York
$8.99M +$409K +4,779 +5%
RA
18
Riversedge Advisors
Delaware
$8.85M +$2.68M +31,335 +43%
LFA
19
Legend Financial Advisors
Pennsylvania
$8.25M -$71.6K -837 -0.9%
SOAG
20
Silver Oak Advisory Group
Oregon
$7.81M -$143K -1,677 -2%
AWM
21
Avior Wealth Management
Nebraska
$7.79M +$7.26M +84,871 +1,388%
MAG
22
Mokosak Advisory Group
Iowa
$7.75M +$164K +1,919 +2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$7.75M -$366K -4,279 -5%
FBT
24
First Bank & Trust
South Dakota
$6.71M
VanEck Associates
25
VanEck Associates
New York
$6.71M -$4.97M -58,078 -43%