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

254 hedge funds and large institutions have $965M invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
4.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
24
Increased
77
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$164M
2
Bank of America
2
Bank of America
North Carolina
$120M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$42.8M
4
CAN
4
Cetera Advisor Networks
California
$16.1M
5
CA
5
Cambridge Associates
Massachusetts
$4.87M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$630K
2
Ameriprise
2
Ameriprise
Minnesota
$25M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.4M
4
PIMG
4
Patriot Investment Management Group
Tennessee
$14.8M
5
MAWA
5
Moss Adams Wealth Advisors
Washington
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$7M +$1.58M +18,042 +29%
SCM
27
Sebold Capital Management
Illinois
$6.72M +$725K +8,296 +12%
Mariner
28
Mariner
Kansas
$6.51M +$263K +3,007 +4%
B
29
Bridgeworth
Alabama
$6.38M -$213K -2,432 -3%
MHIC
30
Marble Harbor Investment Counsel
Massachusetts
$5.93M -$4.81K -55 -0.1%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$5.74M -$264K -3,015 -4%
Corient Private Wealth
32
Corient Private Wealth
Florida
$5.48M +$406K +4,649 +8%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$5.42M -$5.42K -62 -0.1%
CA
34
Cetera Advisors
Colorado
$5.37M +$83.7K +958 +2%
DAS
35
Dynamic Advisor Solutions
Arizona
$5.08M -$378K -4,327 -7%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$4.9M +$66.9K +765 +1%
CA
37
Cambridge Associates
Massachusetts
$4.87M +$4.87M +55,315 New
PFM
38
Phillips Financial Management
Indiana
$4.75M – – –
BWIA
39
Bryant Woods Investment Advisors
New York
$4.36M -$13.7K -157 -0.3%
Creative Planning
40
Creative Planning
Kansas
$4.3M +$1.63M +18,696 +61%
KAS
41
Kestra Advisory Services
Texas
$4.1M +$231K +2,647 +6%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$4.08M +$850K +9,725 +26%
DCM
43
Davidson Capital Management
Texas
$3.71M -$41.3K -473 -1%
PAG
44
Private Advisor Group
New Jersey
$3.69M -$55K -629 -1%
HAC
45
Harbor Advisory Corp
New Hampshire
$3.54M +$129K +1,480 +4%
SC
46
Sierra Capital
Florida
$3.24M +$87 +1 +0%
MUAMU
47
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.23M – – –
Stifel Financial
48
Stifel Financial
Missouri
$2.88M +$574K +6,563 +25%
ZCM
49
Ziegler Capital Management
Illinois
$2.68M – – –
C
50
Certuity
Florida
$2.59M – – –
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