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Vanguard S&P Small-Cap 600 Growth ETF
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Overview Fund Activity

128 hedge funds and large institutions have $355M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
50
Reduced
29
Closed
11
Calls
$315K
Puts
–
Net Calls
+$315K
Net Calls Change
-$298K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$90.4M
2
OWA
2
Octavia Wealth Advisors
Ohio
$14.4M
3
SA
3
Strategic Advocates
Utah
$11.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.8M
5
Ameriprise
5
Ameriprise
Minnesota
$18.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.7M
2
SIA
2
Soltis Investment Advisors
Utah
$0
3
PCS
3
Personal CFO Solutions
New Jersey
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.35M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
51
ViaWealth
Kansas
$884K -$7.65K -68 -0.9%
SAM
52
Summit Asset Management
Tennessee
$848K – – –
AWS
53
Atria Wealth Solutions
New York
$710K +$180K +1,603 +34%
BBW
54
Blue Barn Wealth
Utah
$669K +$1.01K +9 +0.2%
SFM
55
Signet Financial Management
New Jersey
$626K -$12.1K -108 -2%
RA
56
RFG Advisory
Alabama
$598K +$598K +5,322 New
CFD
57
Creative Financial Designs
Indiana
$583K +$136K +1,209 +30%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$576K +$112 +1 +0%
BPA
59
Beacon Pointe Advisors
California
$557K -$58K -516 -9%
PSF
60
Pacific Sun Financial
California
$525K -$4.5K -40 -0.8%
FTUS
61
Flow Traders U.S.
New York
$505K +$505K +4,488 New
Vanguard Group
62
Vanguard Group
Pennsylvania
$498K +$4.5K +40 +0.9%
CS
63
Cannell & Spears
New York
$496K +$496K +4,408 New
AAS
64
Avantax Advisory Services
Texas
$490K +$8.21K +73 +2%
DIP
65
Davis Investment Partners
North Carolina
$433K -$5.48K -50 -1%
EWA
66
ERTS Wealth Advisors
Michigan
$429K -$85.1K -757 -17%
CAN
67
Cetera Advisor Networks
California
$422K +$13.7K +122 +3%
CFGS
68
Concourse Financial Group Securities
Alabama
$403K -$1.63M -14,497 -80%
ARC
69
Advisor Resource Council
Texas
$396K +$396K +3,681 New
MCM
70
MAI Capital Management
Ohio
$374K +$147K +1,303 +64%
ACGA
71
Atlanta Consulting Group Advisors
Georgia
$358K +$358K +3,185 New
BRWA
72
B. Riley Wealth Advisors
Florida
$349K +$7.19K +76 +2%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$324K +$247K +2,194 +321%
Creative Planning
74
Creative Planning
Kansas
$315K -$9.22K -82 -3%
PFS
75
Prospera Financial Services
Texas
$309K +$20.4K +181 +7%
1 2
3
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