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

282 hedge funds and large institutions have $1.25B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 79 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.09%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
20
Increased
98
Reduced
79
Closed
15
Calls
$436K
Puts
$213K
Net Calls
+$223K
Net Calls Change
+$65K

Top Buyers

1
Mariner
Mariner
Kansas
$47.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$29.6M
3
Bank of America
Bank of America
North Carolina
$119M
4
WIM
Warwick Investment Management
Texas
$16.1M
5
TTWM
TCV Trust & Wealth Management
Virginia
$14.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$70.7M
2
EWS
Eagle Wealth Strategies
New Jersey
$633K
3
UBS Group
UBS Group
Switzerland
$20.7M
4
OWM
Orgel Wealth Management
Wisconsin
$189M
5
Wells Fargo
Wells Fargo
California
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIWA
26
New Insight Wealth Advisors
California
$11.6M +$1.21M +11,966 +12%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$10.9M +$452K +4,455 +4%
MML Investors Services
28
MML Investors Services
Massachusetts
$9.98M +$313K +3,081 +3%
PIMG
29
Patriot Investment Management Group
Tennessee
$9.68M -$2.59M -25,489 -21%
PFP
30
Pinnacle Financial Partners
Tennessee
$9.29M +$11.9K +117 +0.1%
MGIA
31
Moneta Group Investment Advisors
Missouri
$9.07M +$72.9K +718 +0.8%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.67M +$190K +1,873 +3%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$7.22M +$1.87M +18,470 +35%
MHIC
34
Marble Harbor Investment Counsel
Massachusetts
$7.15M +$55.4K +546 +0.8%
CA
35
Cetera Advisors
Colorado
$6.24M +$2.03M +20,019 +48%
Corient Private Wealth
36
Corient Private Wealth
Florida
$6.23M +$6.8K +67 +0.1%
SCM
37
Sebold Capital Management
Illinois
$6.21M +$90.2K +889 +1%
CA
38
CoreCap Advisors
Michigan
$5.88M -$2.3M -22,653 -28%
CA
39
Cambridge Associates
Massachusetts
$5.61M – – –
KAS
40
Kestra Advisory Services
Texas
$5.6M +$874K +8,615 +18%
LGA
41
Lebenthal Global Advisors
New York
$5.44M +$2.13M +20,993 +64%
BWIA
42
Bryant Woods Investment Advisors
New York
$5.34M -$850K -8,378 -14%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$5.32M -$2.84M -27,965 -35%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$4.88M -$1.3M -12,807 -21%
PFM
45
Phillips Financial Management
Indiana
$4.81M -$461K -4,544 -9%
DCM
46
Davidson Capital Management
Texas
$4.56M +$153K +1,506 +3%
PAG
47
Private Advisor Group
New Jersey
$4.47M +$43K +424 +1%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$4.47M +$83.9K +827 +2%
PAG
49
Private Advisory Group
Washington
$4.41M +$292K +2,877 +7%
AF
50
Advisornet Financial
Minnesota
$4.26M +$638K +6,282 +18%
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