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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 %
EL
51
EQ LLC
Washington
$2.62M +$24.8K +270 +1%
HI
52
Harbour Investments
Wisconsin
$2.51M +$259K +2,824 +12%
Stifel Financial
53
Stifel Financial
Missouri
$2.42M +$482K +5,245 +25%
KFGK
54
Keystone Financial Group (Kentucky)
Kentucky
$2.32M +$2.32M +25,207 New
DADC
55
D.A. Davidson & Co
Montana
$2.29M +$44.7K +486 +2%
FAB
56
First American Bank
Illinois
$2.23M -$244K -2,653 -10%
VP
57
Verum Partners
North Carolina
$2.2M -$15.7K -171 -0.7%
V
58
Veritable
Delaware
$2.2M +$1.19M +12,923 +117%
CT
59
Coastline Trust
Rhode Island
$2.2M -$141K -1,535 -6%
1WM
60
1900 Wealth Management
Texas
$2.14M +$1.01M +10,953 +89%
SLF
61
Sun Life Financial
Ontario, Canada
$1.98M – – –
TSW
62
Thompson Siegel & Walmsley
Virginia
$1.89M -$13.8K -150 -0.7%
OC
63
Oppenheimer & Co
New York
$1.89M +$270K +2,938 +17%
PA
64
PFG Advisors
Arizona
$1.82M +$116K +1,267 +7%
SWM
65
Spire Wealth Management
Virginia
$1.78M -$24.4K -265 -1%
HighTower Advisors
66
HighTower Advisors
Illinois
$1.73M +$178K +1,931 +11%
KSWA
67
Kathleen S. Wright Associates
Pennsylvania
$1.72M -$46.1K -502 -3%
HPC
68
HM Payson & Co
Maine
$1.66M – – –
FCC
69
Flower City Capital
New York
$1.63M +$186K +2,025 +13%
CFS
70
CRA Financial Services
New Jersey
$1.61M +$6.43K +70 +0.4%
MGIA
71
Moneta Group Investment Advisors
Missouri
$1.6M – – –
BCG
72
Breakwater Capital Group
New Jersey
$1.52M +$325K +3,535 +27%
WAM
73
WNY Asset Management
New York
$1.49M -$39K -424 -3%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$1.49M +$92 +1 +0%
FFA
75
First Foundation Advisors
California
$1.44M – – –
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3
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