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

284 hedge funds and large institutions have $1.23B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 70 reducing their positions, and 12 closing their positions.

Holders
284
Holders Change
+30
Holders Change %
+11.81%
% of All Funds
4.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
45
Increased
109
Reduced
70
Closed
12
Calls
$198K
Puts
$40K
Net Calls
+$158K
Net Calls Change
+$158K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$133M
2
Cerity Partners
2
Cerity Partners
New York
$42.7M
3
MUAMU
3
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$17.3M
4
UBS Group
4
UBS Group
Switzerland
$26.4M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$8.79M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$95.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31M
3
WWM
3
Wiser Wealth Management
Georgia
$10.5M
4
PIMG
4
Patriot Investment Management Group
Tennessee
$12M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRA
51
Clear Rock Advisors
Texas
$3.57M +$3.57M +36,758 New
AF
52
Advisornet Financial
Minnesota
$3.54M +$1.94M +19,563 +121%
Stifel Financial
53
Stifel Financial
Missouri
$3.5M +$230K +2,321 +7%
DAS
54
Dynamic Advisor Solutions
Arizona
$3.27M -$2.27M -23,813 -41%
C
55
Certuity
Florida
$3.27M +$335K +3,376 +11%
LGA
56
Lebenthal Global Advisors
New York
$3.24M +$1.14M +11,517 +55%
Creative Planning
57
Creative Planning
Kansas
$3.2M -$1.68M -16,982 -35%
HI
58
Harbour Investments
Wisconsin
$3.12M +$216K +2,174 +7%
ZCM
59
Ziegler Capital Management
Illinois
$3.08M +$43.3K +437 +1%
HighTower Advisors
60
HighTower Advisors
Illinois
$2.96M +$992K +9,999 +50%
FCC
61
Flower City Capital
New York
$2.93M +$328K +3,307 +13%
VP
62
Verum Partners
North Carolina
$2.66M -$64.2K -647 -2%
EL
63
EQ LLC
Washington
$2.66M -$233K -2,350 -8%
KFGK
64
Keystone Financial Group (Kentucky)
Kentucky
$2.51M +$9.92K +100 +0.4%
DADC
65
D.A. Davidson & Co
Montana
$2.47M +$64.7K +652 +3%
FAB
66
First American Bank
Illinois
$2.41M +$5.95K +60 +0.2%
1WM
67
1900 Wealth Management
Texas
$2.14M -$44.6K -450 -2%
PA
68
PFG Advisors
Arizona
$2.06M +$77.9K +785 +4%
TSW
69
Thompson Siegel & Walmsley
Virginia
$2.01M – – –
MAWA
70
Moss Adams Wealth Advisors
Washington
$1.97M +$183K +1,847 +10%
Betterment LLC
71
Betterment LLC
New York
$1.94M +$531K +5,358 +38%
FDDB
72
Fidelity D&D Bancorp
Pennsylvania
$1.85M +$188K +1,892 +11%
CIA
73
Concurrent Investment Advisors
Florida
$1.78M +$1.78M +17,914 New
R
74
Rebalance
California
$1.74M +$294K +2,964 +20%
CFS
75
CRA Financial Services
New Jersey
$1.74M -$3.57K -36 -0.2%
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3
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