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

246 hedge funds and large institutions have $1.09B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
28
Increased
79
Reduced
80
Closed
13
Calls
$151K
Puts
$266K
Net Calls
-$115K
Net Calls Change
-$392K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$118M
2
US Bancorp
US Bancorp
Minnesota
$8.32M
3
OWM
Orgel Wealth Management
Wisconsin
$246M
4
Bank of America
Bank of America
North Carolina
$79.8M
5
EWM
Executive Wealth Management
Michigan
$5.77M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$14.1M
2
CIAS
CBIZ Investment Advisory Services
Ohio
$0
3
DAS
Dynamic Advisor Solutions
Arizona
$9.37M
4
V
Veritable
Delaware
$981K
5
1WM
1900 Wealth Management
Texas
$2.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Sawyer & Company
Massachusetts
$17K – – –
AFS
227
Annapolis Financial Services
Maryland
$15.5K -$11.2K -126 -42%
BAM
228
Bellevue Asset Management
Washington
$13.3K – – –
SSB
229
Sandy Spring Bank
Maryland
$10.8K – – –
PTC
230
Private Trust Company
Ohio
$10.5K +$10.5K +118 New
CT
231
Cambridge Trust
Massachusetts
$10.1K – – –
FSWA
232
Financial Synergies Wealth Advisors
Texas
$9.79K – – –
SIS
233
Strategic Investment Solutions
Illinois
$9.06K +$9.06K +102 New
NFSG
234
Newbridge Financial Services Group
Florida
$5.86K -$5.86K -66 -50%
AIM
235
Anchor Investment Management
South Carolina
$5.73K – – –
GG
236
Gleason Group
Kentucky
$5.42K -$89 -1 -2%
PPWM
237
PFG Private Wealth Management
Florida
$5.33K +$5.33K +60 New
CA
238
Clearstead Advisors
Ohio
$5.24K +$5.24K +59 New
C
239
Covestor
United Kingdom
$5K +$94 +1 +2%
AWM
240
Abound Wealth Management
Tennessee
$4.33K -$88 -1 -2%
NA
241
NewEdge Advisors
Louisiana
$4.26K -$135K -1,526 -97%
ADL
242
Asset Dedication LLC
California
$4K – – –
IFAM
243
Institutional & Family Asset Management
Colorado
$3.91K – – –
KFI
244
Key Financial Inc
Pennsylvania
$3.91K – – –
BCMLT
245
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.78K +$1.78K +20 New
ACA
246
Atlas Capital Advisors
Wyoming
$1.07K – – –
CIAS
247
CBIZ Investment Advisory Services
Ohio
– -$3.09M -35,636 Closed
WEG
248
World Equity Group
Illinois
– -$345K -3,986 Closed
FWM
249
ForthRight Wealth Management
Georgia
– -$330K -3,804 Closed
WGCA
250
Wolf Group Capital Advisors
Virginia
– -$323K -3,724 Closed
7 8 9
10
11