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Vanguard S&P Small-Cap 600 Value ETF

190 hedge funds and large institutions have $562M invested in Vanguard S&P Small-Cap 600 Value ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $517M → $562M (+$44.9M)

3% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 62

1% more funds holding

Funds holding: 189190 (+1)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.91% less ownership

Funds ownership: 40.89%39.99% (-0.91%)

Holders
190
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
2.49%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
21
Increased
64
Reduced
62
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33.4M +$52.5K +574 +0.2%
AL
2
Aspiriant LLC
California
$31.7M -$699K -7,640 -2%
NEWAS
3
N.E.W. Advisory Services
Wisconsin
$29.2M -$1.51M -16,450 -5%
UBS Group
4
UBS Group
Switzerland
$29M +$247K +2,701 +0.9%
Raymond James Financial
5
Raymond James Financial
Florida
$22.3M -$85.5K -934 -0.4%
GFA
6
Gallagher Fiduciary Advisors
Illinois
$16.4M -$28.4K -310 -0.2%
AI
7
Atria Investments
North Carolina
$16.1M -$49.2K -538 -0.3%
ODIJL
8
One Day In July LLC
Vermont
$15M -$2.57M -28,077 -15%
CFS
9
Cannon Financial Strategists
Georgia
$14.5M -$611K -6,680 -4%
Bank of America
10
Bank of America
North Carolina
$12.8M +$241K +2,636 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.4M +$85.6K +935 +0.7%
LPL Financial
12
LPL Financial
California
$12.3M +$582K +6,355 +5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$12.2M +$6.69M +73,124 +133%
APC
14
Asset Planning Corporation
Tennessee
$12M +$203K +2,216 +2%
SFC
15
SYM Financial Corp
Indiana
$11.9M -$1.01M -11,067 -8%
IIC
16
Integrated Investment Consultants
Michigan
$11.9M +$9.02M +98,583 +380%
First Manhattan
17
First Manhattan
New York
$11.4M -$200K -2,184 -2%
SAM
18
Silvercrest Asset Management
New York
$10.1M +$126K +1,378 +1%
AWM
19
Avior Wealth Management
Nebraska
$9.93M +$1.22M +13,286 +15%
RA
20
Riversedge Advisors
Delaware
$9.89M +$47.8K +522 +0.5%
LFA
21
Legend Financial Advisors
Pennsylvania
$9.2M +$22K +240 +0.2%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$9.02M +$1.91M +20,912 +28%
MAG
23
Mokosak Advisory Group
Iowa
$8.71M +$78.1K +853 +0.9%
SOAG
24
Silver Oak Advisory Group
Oregon
$8.51M -$173K -1,892 -2%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$7.89M -$705K -7,701 -9%