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

121 hedge funds and large institutions have $249M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 5 closing their positions.

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
42
Reduced
30
Closed
5
Calls
$635K
Puts
$22K
Net Calls
+$613K
Net Calls Change
+$302K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.9M
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$19.6M
3
SIA
3
Soltis Investment Advisors
Utah
$4.79M
4
Ameriprise
4
Ameriprise
Minnesota
$14.4M
5
Citigroup
5
Citigroup
New York
$2.62M

Top Sellers

1
BI
1
Berkeley Inc
Idaho
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$563K
3
BPA
3
Beacon Pointe Advisors
California
$588K
4
ACA
4
Ackerman Capital Advisors
Texas
$1.24M
5
BCG
5
Breakwater Capital Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.9M 417,358 +247,565 +146%
MGIA
2
Moneta Group Investment Advisors
Missouri
$19.6M 181,743 +175,771 +2,943%
Ameriprise
3
Ameriprise
Minnesota
$14.4M 133,803 +25,162 +23%
Mariner
4
Mariner
Kansas
$13M 121,132 +11,150 +10%
LPL Financial
5
LPL Financial
California
$12.4M 115,471 +86 +0.1%
Bank of America
6
Bank of America
North Carolina
$11.9M 110,271 +7,284 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.18M 85,356 +4,218 +5%
LWP
8
LMG Wealth Partners
Louisiana
$7.96M 73,957 -608 -0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.08M 65,784 +19,653 +43%
DWA
10
Dougherty Wealth Advisers
Minnesota
$5.68M 52,816 +2,893 +6%
Goldman Sachs
11
Goldman Sachs
New York
$5.38M 50,000 – –
GRP
12
Global Retirement Partners
California
$5.05M 48,757 +187 +0.4%
SIA
13
Soltis Investment Advisors
Utah
$4.79M 44,501 +44,501 New
UBS Group
14
UBS Group
Switzerland
$4.21M 39,084 +447 +1%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.05M 37,629 +806 +2%
RWP
16
RWA Wealth Partners
Massachusetts
$4.04M 37,538 -1,007 -3%
SPIA
17
Steward Partners Investment Advisory
New York
$3.81M 35,411 +2,618 +8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.68M 34,194 +2,569 +8%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$3.62M 33,686 +16,297 +94%
BONH
20
Bank of New Hampshire
New Hampshire
$3.59M 33,367 +283 +0.9%
PCS
21
Personal CFO Solutions
New Jersey
$3.24M 30,118 +981 +3%
RJA
22
Raymond James & Associates
Florida
$2.93M 27,261 -601 -2%
Citigroup
23
Citigroup
New York
$2.62M 24,332 +22,761 +1,449%
LTL
24
Lowery Thomas LLC
California
$2.18M 20,292 +5,326 +36%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.17M 20,205 -395 -2%
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