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

246 hedge funds and large institutions have $1.09B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 207 increasing their positions, 9 reducing their positions, and 13 closing their positions.

Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
28
Increased
207
Reduced
9
Closed
13
Calls
$151K
Puts
$266K
Net Calls
-$115K
Net Calls Change
-$392K

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$246M
2
Ameriprise
2
Ameriprise
Minnesota
$118M
3
Bank of America
3
Bank of America
North Carolina
$79.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$60.5M
5
Cerity Partners
5
Cerity Partners
New York
$40.9M

Top Sellers

1
CIAS
1
CBIZ Investment Advisory Services
Ohio
$0
2
V
2
Veritable
Delaware
$981K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$281K
5
Jane Street
5
Jane Street
New York
$853K
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$6.12M 68,929 +34,245 +99%
SCM
27
Sebold Capital Management
Illinois
$6.02M 67,800 +36,676 +118%
MML Investors Services
28
MML Investors Services
Massachusetts
$5.95M 67,055 +35,910 +115%
MHIC
29
Marble Harbor Investment Counsel
Massachusetts
$5.9M 66,460 +31,130 +88%
EWM
30
Executive Wealth Management
Michigan
$5.77M 64,953 +62,784 +2,895%
CA
31
Cetera Advisors
Colorado
$5.38M 60,605 +27,545 +83%
Mariner
32
Mariner
Kansas
$5.32M 59,864 +31,264 +109%
PFM
33
Phillips Financial Management
Indiana
$4.84M 54,526 +17,549 +47%
Corient Private Wealth
34
Corient Private Wealth
Florida
$4.66M 52,489 +49,542 +1,681%
Goldman Sachs
35
Goldman Sachs
New York
$4.55M 51,274 +32,290 +170%
BWIA
36
Bryant Woods Investment Advisors
New York
$4.38M 49,384 +24,885 +102%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$3.79M 42,709 +26,915 +170%
PAG
38
Private Advisor Group
New Jersey
$3.77M 42,485 +21,578 +103%
DCM
39
Davidson Capital Management
Texas
$3.7M 41,646 +39,369 +1,729%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.59M 40,398 +21,612 +115%
KAS
41
Kestra Advisory Services
Texas
$3.54M 39,839 +18,511 +87%
HAC
42
Harbor Advisory Corp
New Hampshire
$3.43M 38,602 +19,301 +100%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$3.17M 35,686 +23,573 +195%
Creative Planning
44
Creative Planning
Kansas
$2.86M 32,173 +13,781 +75%
MUAMU
45
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.84M 32,000 +16,000 +100%
SC
46
Sierra Capital
Florida
$2.74M 30,817 +23,050 +297%
ZCM
47
Ziegler Capital Management
Illinois
$2.72M 30,617 +15,308 +100%
C
48
Certuity
Florida
$2.63M 29,594 +14,797 +100%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$2.59M 29,189 +6,509 +29%
EL
50
EQ LLC
Washington
$2.5M 28,190 +14,190 +101%
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