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Vanguard S&P Small-Cap 600 ETF

327 hedge funds and large institutions have $2.25B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+25
Holders Change %
+8.28%
% of All Funds
4.35%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
51
Increased
124
Reduced
86
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WHCFA
251
William Howard & Co Financial Advisors
Tennessee
$211K +$3.08K +29 +1%
LKWM
252
Lee-Kelleher Wealth Management
Maryland
$210K +$210K +1,983 New
CA
253
Clearstead Advisors
Ohio
$210K +$3.92K +37 +2%
OC
254
Oppenheimer & Co
New York
$209K +$209K +1,968 New
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$209K +$2.86K +27 +1%
SPC
256
Sigma Planning Corp
Michigan
$208K -$39.4K -372 -16%
TSS
257
Two Sigma Securities
New York
$203K +$203K +1,918 New
CF
258
Centaurus Financial
California
$189K -$298K -2,806 -61%
BA
259
Bristlecone Advisors
Washington
$185K
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$173K -$11K -104 -6%
OCM
261
Osterweis Capital Management
California
$161K -$162K
EWM
262
Evermay Wealth Management
Virginia
$155K
FHA
263
First Horizon Advisors
Tennessee
$134K
PS
264
Principal Securities
Iowa
$117K -$742 -7 -0.6%
MCM
265
MAI Capital Management
Ohio
$114K +$114K +1,072 New
OA
266
Operose Advisors
Wisconsin
$113K
AWM
267
Activest Wealth Management
Florida
$107K -$9.02K -85 -8%
LFG
268
Larson Financial Group
Missouri
$106K -$12.7K -120 -11%
RBC
269
Roble Belko & Company
Pennsylvania
$101K
SL
270
Salomon & Ludwin
Virginia
$98.8K -$146K -1,375 -60%
AssetMark Inc
271
AssetMark Inc
California
$96.5K +$31.2K +294 +48%
FPB
272
First PREMIER Bank
South Dakota
$91K
HGERS
273
Householder Group Estate & Retirement Specialist
Arizona
$89K -$127K -1,207 -59%
CWM
274
Cranbrook Wealth Management
Michigan
$88K
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$85K +$85K +797 New