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

301 hedge funds and large institutions have $1.19B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 75 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+19
Holders Change %
+6.74%
% of All Funds
4.38%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
34
Increased
104
Reduced
75
Closed
8
Calls
$137K
Puts
$216K
Net Calls
-$79K
Net Calls Change
-$302K

Top Buyers

1
SC
1
Savant Capital
Illinois
$28.2M
2
DFA
2
DHK Financial Advisors
New Hampshire
$4.17M
3
FMI
3
F/M Investments
District of Columbia
$3.05M
4
OWM
4
Orgel Wealth Management
Wisconsin
$186M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$30.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$28.1M
2
CA
2
CoreCap Advisors
Michigan
$0
3
ODIJL
3
One Day In July LLC
Vermont
$24.7M
4
KFGK
4
Keystone Financial Group (Kentucky)
Kentucky
$0
5
LPL Financial
5
LPL Financial
California
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
26
Carolinas Wealth Consulting
North Carolina
$10.3M -$1.12M -20,210 -10%
PFP
27
Pinnacle Financial Partners
Tennessee
$8.81M -$183K -1,864 -2%
MGIA
28
Moneta Group Investment Advisors
Missouri
$8.78M – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$8.29M -$1.37M -13,965 -14%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$7.82M +$837K +8,523 +12%
PIMG
31
Patriot Investment Management Group
Tennessee
$7.74M -$1.63M -16,617 -17%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.29M -$129K -1,317 -2%
MHIC
33
Marble Harbor Investment Counsel
Massachusetts
$6.93M +$13.7K +140 +0.2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$6.34M +$1.19M +12,097 +23%
Corient Private Wealth
35
Corient Private Wealth
Florida
$6.14M +$120K +1,222 +2%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$5.76M +$1.04M +10,588 +22%
KAS
37
Kestra Advisory Services
Texas
$5.46M +$80.3K +824 +1%
LGA
38
Lebenthal Global Advisors
New York
$5.37M +$99.5K +1,013 +2%
SCM
39
Sebold Capital Management
Illinois
$5.21M -$802K -8,167 -13%
CA
40
Cambridge Associates
Massachusetts
$5.13M -$304K -3,097 -6%
PAG
41
Private Advisory Group
Washington
$4.75M +$477K +4,855 +11%
DCM
42
Davidson Capital Management
Texas
$4.48M +$62K +631 +1%
AF
43
Advisornet Financial
Minnesota
$4.44M +$321K +3,271 +8%
BWIA
44
Bryant Woods Investment Advisors
New York
$4.36M -$236K -2,698 -5%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$4.35M +$26K +265 +0.6%
PAG
46
Private Advisor Group
New Jersey
$4.32M -$4.71K -48 -0.1%
Stifel Financial
47
Stifel Financial
Missouri
$4.25M +$279K +2,840 +7%
DFA
48
DHK Financial Advisors
New Hampshire
$4.17M +$4.17M +42,500 New
HAC
49
Harbor Advisory Corp
New Hampshire
$3.95M – – –
PFM
50
Phillips Financial Management
Indiana
$3.68M -$982K -10,000 -21%
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