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

302 hedge funds and large institutions have $1.36B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.37%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
30
Increased
101
Reduced
80
Closed
24
Calls
$108K
Puts
$238K
Net Calls
-$130K
Net Calls Change
-$51K

Top Buyers

1
NA
NewEdge Advisors
Louisiana
$17M
2
Mariner
Mariner
Kansas
$64.1M
3
LPL Financial
LPL Financial
California
$46.6M
4
FFP
FourThought Financial Partners
Florida
$8.29M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
$174M
2
Osaic Holdings
Osaic Holdings
Arizona
$23.3M
3
MML Investors Services
MML Investors Services
Massachusetts
$5.28M
4
DACG
Donor Advised Charitable Giving
California
$0
5
1WM
1900 Wealth Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
226
Sanctuary Advisors
Indiana
$235K +$235K +2,028 New
IA
227
IFP Advisors
Florida
$230K +$17.5K +162 +8%
JSL
228
JT Stratford LLC
Georgia
$228K – – –
VR
229
Valued Retirements
Texas
$225K – – –
CA
230
CoreCap Advisors
Michigan
$223K +$223K +2,064 New
HGERS
231
Householder Group Estate & Retirement Specialist
Arizona
$222K +$28.3K +262 +15%
Lido Advisors
232
Lido Advisors
California
$219K +$219K +2,024 New
GIA
233
Gladstone Institutional Advisory
Florida
$216K +$216K +2,001 New
CCG
234
Cypress Capital Group
Florida
$216K +$216K +2,000 New
WHCFA
235
William Howard & Co Financial Advisors
Tennessee
$212K +$212K +1,959 New
CA
236
Clearstead Advisors
Ohio
$210K +$41.2K +381 +24%
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$210K +$210K +1,940 New
AAS
238
Ameritas Advisory Services
Nebraska
$207K -$33.7K -312 -14%
BTWM
239
Brass Tax Wealth Management
Ohio
$200K +$200K +1,850 New
BA
240
Bristlecone Advisors
Washington
$188K – – –
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$187K +$187K +1,731 New
OCM
242
Osterweis Capital Management
California
$162K -$147K – –
EWM
243
Evermay Wealth Management
Virginia
$158K – – –
CAL
244
Capital Analysts LLC
Pennsylvania
$157K -$2.61K -24 -2%
FHA
245
First Horizon Advisors
Tennessee
$137K – – –
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
$126K +$126K +1,163 New
Bank of Montreal
247
Bank of Montreal
Ontario, Canada
$125K +$109K +1,010 +673%
LFG
248
Larson Financial Group
Missouri
$121K -$12.2K -113 -9%
PS
249
Principal Securities
Iowa
$121K – – –
AWM
250
Activest Wealth Management
Florida
$118K – – –
8 9
10
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