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Vanguard S&P Small-Cap 600 ETF

284 hedge funds and large institutions have $1.23B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+30
Holders Change %
+11.81%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
45
Increased
109
Reduced
70
Closed
12
Calls
$198K
Puts
$40K
Net Calls
+$158K
Net Calls Change
+$158K
Name Holding Trade Value Shares
Change
Shares
Change %
DWMG
251
DB Wealth Management Group
California
$31.9K
FP
252
Financial Perspectives
Minnesota
$28.4K +$28.4K +286 New
HCM
253
Hollencrest Capital Management
California
$26.8K
CPA
254
Clear Point Advisors
New York
$23.8K +$23.8K +240 New
JWA
255
JFS Wealth Advisors
Pennsylvania
$23.2K
PMFA
256
Plante Moran Financial Advisors
Michigan
$22.4K
AA
257
Addison Advisors
Vermont
$21.7K +$21.7K +219 New
PA
258
Parallel Advisors
California
$21.4K
SC
259
Sawyer & Company
Massachusetts
$19K
VF
260
VitalStone Financial
Texas
$18K +$712 +7 +4%
AFS
261
Annapolis Financial Services
Maryland
$17.3K
BAM
262
Bellevue Asset Management
Washington
$14.9K
FFA
263
Farther Finance Advisors
California
$13.4K
TRCT
264
Tower Research Capital (TRC)
New York
$12K -$79.1K -797 -87%
CSB
265
City State Bank
Iowa
$10K
BTI
266
Blue Trust Inc
Georgia
$10K +$10K +120 New
SIS
267
Strategic Investment Solutions
Illinois
$9.92K -$627K -6,326 -98%
FSWA
268
Financial Synergies Wealth Advisors
Texas
$9.58K -$9.58K -55 -50%
HNB
269
Huntington National Bank
Ohio
$9.13K
NFSG
270
Newbridge Financial Services Group
Florida
$6.55K
AIM
271
Anchor Investment Management
South Carolina
$6.49K +$100 +1 +2%
GG
272
Gleason Group
Kentucky
$6.15K +$99 +1 +2%
KFI
273
Key Financial Inc
Pennsylvania
$6.05K
AWM
274
Abound Wealth Management
Tennessee
$4.91K
NA
275
NewEdge Advisors
Louisiana
$4.76K