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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 %
HI
51
Harbour Investments
Wisconsin
$2.56M +$177K +2,021 +7%
EL
52
EQ LLC
Washington
$2.55M +$60.7K +694 +2%
VP
53
Verum Partners
North Carolina
$2.4M +$306K +3,503 +15%
FCC
54
Flower City Capital
New York
$2.29M +$741K +8,477 +48%
KFGK
55
Keystone Financial Group (Kentucky)
Kentucky
$2.2M – – –
DADC
56
D.A. Davidson & Co
Montana
$2.12M -$59.4K -680 -3%
FAB
57
First American Bank
Illinois
$2.12M – – –
1WM
58
1900 Wealth Management
Texas
$1.92M -$110K -1,263 -5%
LGA
59
Lebenthal Global Advisors
New York
$1.84M +$1.84M +21,109 New
TSW
60
Thompson Siegel & Walmsley
Virginia
$1.77M -$30.6K -350 -2%
PA
61
PFG Advisors
Arizona
$1.75M +$18.6K +213 +1%
HighTower Advisors
62
HighTower Advisors
Illinois
$1.73M +$86.6K +990 +5%
SWM
63
Spire Wealth Management
Virginia
$1.68M -$10.6K -121 -0.6%
Two Sigma Investments
64
Two Sigma Investments
New York
$1.64M +$1.64M +18,800 New
KSWA
65
Kathleen S. Wright Associates
Pennsylvania
$1.61M -$25.2K -288 -2%
MAWA
66
Moss Adams Wealth Advisors
Washington
$1.57M -$2.06M -23,576 -57%
HPC
67
HM Payson & Co
Maine
$1.56M -$17.5K -200 -1%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$1.54M +$1.32M +15,144 +621%
CFS
69
CRA Financial Services
New Jersey
$1.53M +$4.37K +50 +0.3%
MGIA
70
Moneta Group Investment Advisors
Missouri
$1.53M – – –
FDDB
71
Fidelity D&D Bancorp
Pennsylvania
$1.47M +$1.47M +16,782 New
AF
72
Advisornet Financial
Minnesota
$1.41M +$1.12M +12,854 +391%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$1.41M -$6.38K -73 -0.5%
PAG
74
Private Advisory Group
Washington
$1.39M +$247K +2,828 +22%
AssetMark Inc
75
AssetMark Inc
California
$1.38M +$1.38M +15,820 +60,846%
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