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

202 hedge funds and large institutions have $901M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
24
Increased
66
Reduced
48
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$201M
2
Ameriprise
Ameriprise
Minnesota
+$73.1M
3
BWM
Baystate Wealth Management
Massachusetts
+$30.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.45M
5
IC
IEQ Capital
California
+$4.19M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$40.6M
2
Cerity Partners
Cerity Partners
New York
-$38.6M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$8.43M
4
LPL Financial
LPL Financial
California
-$7.24M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$5.57M +$3.43M +42,526 +161%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$5.45M +$388K +4,800 +8%
CA
28
CoreCap Advisors
Michigan
$5.33M +$205K +2,536 +4%
MHIC
29
Marble Harbor Investment Counsel
Massachusetts
$4.77M +$460K +5,700 +11%
MML Investors Services
30
MML Investors Services
Massachusetts
$4.42M +$1.7M +20,996 +62%
IC
31
IEQ Capital
California
$4.19M +$4.19M +51,842 New
BWIA
32
Bryant Woods Investment Advisors
New York
$3.73M -$104K -1,284 -3%
KAS
33
Kestra Advisory Services
Texas
$3.01M +$1.08M +13,398 +56%
PAG
34
Private Advisor Group
New Jersey
$2.99M +$9.2K +114 +0.3%
HAC
35
Harbor Advisory Corp
New Hampshire
$2.88M +$538K +6,660 +23%
CIAS
36
CBIZ Investment Advisory Services
Ohio
$2.88M – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.87M +$313K +3,880 +12%
Creative Planning
38
Creative Planning
Kansas
$2.71M +$156K +1,932 +6%
MIAN
39
Mariner Independent Advisor Network
Kansas
$2.67M +$2.67M +33,008 New
ACP
40
Aveo Capital Partners
Colorado
$2.45M -$293K -3,628 -11%
ZCM
41
Ziegler Capital Management
Illinois
$2.44M – – –
C
42
Certuity
Florida
$2.35M – – –
CT
43
Coastline Trust
Rhode Island
$2.35M -$1.12M -13,908 -32%
WAM
44
WNY Asset Management
New York
$2.31M -$363K -4,490 -14%
FAB
45
First American Bank
Illinois
$2.25M -$12.6K -156 -0.6%
EL
46
EQ LLC
Washington
$2.07M -$53.3K -660 -3%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$2.05M +$1.32M +16,344 +179%
1WM
48
1900 Wealth Management
Texas
$1.98M – – –
KSWA
49
Kathleen S. Wright Associates
Pennsylvania
$1.91M -$26K -322 -1%
KFGK
50
Keystone Financial Group (Kentucky)
Kentucky
$1.86M +$19.4K +240 +1%
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