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

248 hedge funds and large institutions have $947M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.91%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
22
Increased
90
Reduced
62
Closed
17
Calls
$138K
Puts
$92K
Net Calls
+$46K
Net Calls Change
+$161K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$92.7M
2
MAWA
2
Moss Adams Wealth Advisors
Washington
$3.82M
3
UBS Group
3
UBS Group
Switzerland
$17.7M
4
CAN
4
Cetera Advisor Networks
California
$4.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$64.8M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$126M
2
Ameriprise
2
Ameriprise
Minnesota
$37M
3
US Bancorp
3
US Bancorp
Minnesota
$67.4K
4
BWM
4
Baystate Wealth Management
Massachusetts
$31.5M
5
EWM
5
Executive Wealth Management
Michigan
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
B
26
Bridgeworth
Alabama
$6.93M +$46.9K +510 +0.7%
Mariner
27
Mariner
Kansas
$6.57M +$1.07M +11,602 +19%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$6.31M -$25.8K -281 -0.4%
SCM
29
Sebold Capital Management
Illinois
$6.3M +$71.5K +778 +1%
MHIC
30
Marble Harbor Investment Counsel
Massachusetts
$6.24M +$130K +1,410 +2%
DAS
31
Dynamic Advisor Solutions
Arizona
$5.73M -$3.96M -43,140 -41%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$5.7M +$1.78M +19,357 +45%
Goldman Sachs
33
Goldman Sachs
New York
$5.7M +$990K +10,778 +21%
CA
34
Cetera Advisors
Colorado
$5.56M -$13.6K -148 -0.2%
Corient Private Wealth
35
Corient Private Wealth
Florida
$5.34M +$515K +5,610 +11%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.08M +$1.37M +14,856 +37%
PFM
37
Phillips Financial Management
Indiana
$4.99M -$18.4K -200 -0.4%
CAN
38
Cetera Advisor Networks
California
$4.64M +$2.37M +25,840 +105%
BWIA
39
Bryant Woods Investment Advisors
New York
$4.6M +$60.1K +654 +1%
KAS
40
Kestra Advisory Services
Texas
$4.07M +$407K +4,434 +11%
DCM
41
Davidson Capital Management
Texas
$3.94M +$116K +1,267 +3%
PAG
42
Private Advisor Group
New Jersey
$3.93M +$29K +316 +0.7%
MAWA
43
Moss Adams Wealth Advisors
Washington
$3.82M +$2.98M +32,452 +357%
HAC
44
Harbor Advisory Corp
New Hampshire
$3.58M +$35.3K +384 +1%
SC
45
Sierra Capital
Florida
$3.41M +$578K +6,295 +20%
MUAMU
46
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.4M +$459K +5,000 +16%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$3.39M +$113K +1,234 +3%
ZCM
48
Ziegler Capital Management
Illinois
$2.81M – – –
Creative Planning
49
Creative Planning
Kansas
$2.8M -$152K -1,659 -5%
C
50
Certuity
Florida
$2.72M – – –
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