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

146 hedge funds and large institutions have $431M invested in Vanguard S&P Small-Cap 600 ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+16
Holders Change %
+12.31%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
26
Increased
49
Reduced
37
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.39M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.32M
3
Creative Planning
Creative Planning
Kansas
+$2.65M
4
DAS
Dynamic Advisor Solutions
Arizona
+$1.5M
5
AO
Advisor OS
Illinois
+$1.26M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$16.9M
2
PL
Polianta Ltd
Jersey
-$12.2M
3
JG
Jefferies Group
New York
-$6.46M
4
CIC
Cornercap Investment Counsel
Georgia
-$3.61M
5
TRCT
Tower Research Capital (TRC)
New York
-$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
51
HM Payson & Co
Maine
$1.27M +$100K +1,192 +9%
AO
52
Advisor OS
Illinois
$1.26M +$1.26M +15,026 New
APSP
53
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.18M +$9.56K +114 +0.8%
LBC
54
Lowe Brockenbrough & Co
Virginia
$1.16M +$356K +4,250 +45%
Citadel Advisors
55
Citadel Advisors
Florida
$1.06M -$945K -11,256 -47%
SFG
56
Sovereign Financial Group
Connecticut
$1.03M +$1.03M +12,322 New
KA
57
Klingman & Associates
New York
$917K – – –
KAS
58
Kestra Advisory Services
Texas
$909K +$906K +10,808 +27,020%
Goldman Sachs
59
Goldman Sachs
New York
$871K +$871K +10,378 New
Bank of New York Mellon
60
Bank of New York Mellon
New York
$797K – – –
MECA
61
Miller Equity Capital Advisors
Texas
$777K – – –
FHA
62
Flagship Harbor Advisors
Massachusetts
$684K -$13.4K -160 -2%
TAM
63
Tocqueville Asset Management
New York
$650K +$33.8K +402 +5%
SKK
64
Shepherd Kaplan Krochuk
Massachusetts
$634K +$634K +7,558 New
CFA
65
Cahill Financial Advisors
Minnesota
$604K +$1.68K +20 +0.3%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$603K -$28.8K -344 -5%
CA
67
Continuum Advisory
Idaho
$603K – – –
V
68
Veritable
Delaware
$575K -$6.21K -74 -1%
SPIA
69
Steward Partners Investment Advisory
New York
$571K +$41.4K +494 +8%
RDFA
70
Ritter Daniher Financial Advisory
Ohio
$567K +$567K +6,754 New
AAS
71
Avantax Advisory Services
Texas
$496K -$639K -7,614 -56%
THWM
72
Taylor Hoffman Wealth Management
Virginia
$495K +$36.1K +430 +8%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$489K +$168 +2 +0%
SFA
74
Source Financial Advisors
New York
$478K +$478K +5,694 New
QCM
75
Quest Capital Management
Texas
$475K -$90.9K -1,084 -16%
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