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

254 hedge funds and large institutions have $965M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 18 closing their positions.

Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
4.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
24
Increased
77
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$164M
2
Bank of America
2
Bank of America
North Carolina
$120M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$42.8M
4
CAN
4
Cetera Advisor Networks
California
$16.1M
5
CA
5
Cambridge Associates
Massachusetts
$4.87M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$630K
2
Ameriprise
2
Ameriprise
Minnesota
$25M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.4M
4
PIMG
4
Patriot Investment Management Group
Tennessee
$14.8M
5
MAWA
5
Moss Adams Wealth Advisors
Washington
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
251
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.84K – – –
PTC
252
Private Trust Company
Ohio
$1.57K -$8.74K -100 -85%
PPWM
253
PFG Private Wealth Management
Florida
$1.4K – – –
FMP
254
Financial Management Professionals
Texas
$1K +$1K +9 New
V
255
Veritable
Delaware
– -$2.2M -23,972 Closed
SLF
256
Sun Life Financial
Ontario, Canada
– -$1.98M -21,552 Closed
OC
257
Oppenheimer & Co
New York
– -$1.89M -20,578 Closed
FNBOO
258
First National Bank of Omaha
Nebraska
– -$470K -5,112 Closed
BCP
259
Blackhawk Capital Partners
Wisconsin
– -$362K -3,942 Closed
IAIM
260
International Assets Investment Management
Florida
– -$361K -3,398 Closed
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
– -$286K -3,112 Closed
TP
262
Tranquility Partners
Tennessee
– -$278K -3,024 Closed
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
– -$251K -2,732 Closed
SAM
264
Silvercrest Asset Management
New York
– -$244K -2,650 Closed
CGPCS
265
Capital Group Private Client Services
California
– -$205K -2,233 Closed
BA
266
Bristlecone Advisors
Washington
– -$132K -1,440 Closed
CFFP
267
Center for Financial Planning
Michigan
– -$41.4K -450 Closed
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
– -$18K -200 Closed
PIAS
269
PCA Investment Advisory Services
Ohio
– -$18K -196 Closed
SSB
270
Sandy Spring Bank
Maryland
– -$11.2K -122 Closed
SF
271
Safeguard Financial
Wisconsin
– -$5K -60 Closed
C
272
Covestor
United Kingdom
– -$4K -43 Closed
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