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

282 hedge funds and large institutions have $1.25B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 79 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.09%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
20
Increased
98
Reduced
79
Closed
15
Calls
$436K
Puts
$213K
Net Calls
+$223K
Net Calls Change
+$65K

Top Buyers

1
Mariner
Mariner
Kansas
$47.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$29.6M
3
Bank of America
Bank of America
North Carolina
$119M
4
WIM
Warwick Investment Management
Texas
$16.1M
5
TTWM
TCV Trust & Wealth Management
Virginia
$14.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$70.7M
2
EWS
Eagle Wealth Strategies
New Jersey
$633K
3
UBS Group
UBS Group
Switzerland
$20.7M
4
OWM
Orgel Wealth Management
Wisconsin
$189M
5
Wells Fargo
Wells Fargo
California
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
251
Financial Perspectives
Minnesota
$29K – – –
VF
252
VitalStone Financial
Texas
$29K +$11K +108 +61%
PMFA
253
Plante Moran Financial Advisors
Michigan
$28.8K +$5.89K +58 +26%
HCM
254
Hollencrest Capital Management
California
$27.4K – – –
CPA
255
Clear Point Advisors
New York
$24.4K – – –
JWA
256
JFS Wealth Advisors
Pennsylvania
$23.8K – – –
SS
257
Sunbelt Securities
Texas
$23.6K +$21.1K +208 +867%
PA
258
Parallel Advisors
California
$21.9K – – –
AA
259
Addison Advisors
Vermont
$19.7K -$2.54K -25 -11%
Bank of Montreal
260
Bank of Montreal
Ontario, Canada
$15.2K -$34.5K -339 -69%
BAM
261
Bellevue Asset Management
Washington
$15.2K – – –
FFA
262
Farther Finance Advisors
California
$13.6K – – –
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2K +$13.2K +130 New
DJSG
264
D.J. St. Germain
Massachusetts
$11.6K +$11.6K +114 New
CSB
265
City State Bank
Iowa
$10K – – –
ACA
266
Atlas Capital Advisors
Wyoming
$8.83K +$4.36K +43 +98%
AIM
267
Anchor Investment Management
South Carolina
$6.64K – – –
GG
268
Gleason Group
Kentucky
$6.29K – – –
KFI
269
Key Financial Inc
Pennsylvania
$6.19K – – –
AWM
270
Abound Wealth Management
Tennessee
$5.02K – – –
NA
271
NewEdge Advisors
Louisiana
$4.87K – – –
IFAM
272
Institutional & Family Asset Management
Colorado
$4.47K – – –
NFSG
273
Newbridge Financial Services Group
Florida
$3.65K -$3.05K -30 -45%
HWM
274
Horizons Wealth Management
North Carolina
$3.57K – – –
RFG
275
REAP Financial Group
Texas
$3.45K – – –
8 9 10
11
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