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

282 hedge funds and large institutions have $1.25B invested in Vanguard S&P Small-Cap 600 ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 98 increasing their positions, 79 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
4.09%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
20
Increased
98
Reduced
79
Closed
15
Calls
$436K
Puts
$213K
Net Calls
+$223K
Net Calls Change
+$65K

Top Buyers

1
Mariner
Mariner
Kansas
$47.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$29.6M
3
Bank of America
Bank of America
North Carolina
$119M
4
WIM
Warwick Investment Management
Texas
$16.1M
5
TTWM
TCV Trust & Wealth Management
Virginia
$14.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$70.7M
2
EWS
Eagle Wealth Strategies
New Jersey
$633K
3
UBS Group
UBS Group
Switzerland
$20.7M
4
OWM
Orgel Wealth Management
Wisconsin
$189M
5
Wells Fargo
Wells Fargo
California
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Sierra Capital
Florida
$4.15M +$1.52K +15 +0%
Stifel Financial
52
Stifel Financial
Missouri
$4.11M +$528K +5,204 +15%
HAC
53
Harbor Advisory Corp
New Hampshire
$4.08M -$26.4K -260 -0.6%
CRA
54
Clear Rock Advisors
Texas
$3.67M -$60.4K -595 -2%
HI
55
Harbour Investments
Wisconsin
$3.46M +$262K +2,585 +8%
FCC
56
Flower City Capital
New York
$3.4M +$399K +3,929 +13%
C
57
Certuity
Florida
$3.35M +$4.37K +43 +0.1%
DAS
58
Dynamic Advisor Solutions
Arizona
$3.28M -$193K -1,901 -6%
Creative Planning
59
Creative Planning
Kansas
$3.2M -$68.4K -674 -2%
HighTower Advisors
60
HighTower Advisors
Illinois
$3.03M +$6.29K +62 +0.2%
EL
61
EQ LLC
Washington
$2.95M +$229K +2,252 +8%
KFGK
62
Keystone Financial Group (Kentucky)
Kentucky
$2.64M +$72.6K +715 +3%
VP
63
Verum Partners
North Carolina
$2.57M -$159K -1,562 -6%
FAB
64
First American Bank
Illinois
$2.49M +$21.3K +210 +0.9%
DADC
65
D.A. Davidson & Co
Montana
$2.47M -$58.1K -572 -2%
FDDB
66
Fidelity D&D Bancorp
Pennsylvania
$2.27M +$375K +3,693 +20%
PA
67
PFG Advisors
Arizona
$2.18M +$67.8K +668 +3%
1WM
68
1900 Wealth Management
Texas
$2.16M -$21.1K -208 -1%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$2.07M +$1.79M +17,683 +655%
TSW
70
Thompson Siegel & Walmsley
Virginia
$2.06M – – –
SIA
71
Soltis Investment Advisors
Utah
$2.04M +$463K +4,560 +29%
CIA
72
Concurrent Investment Advisors
Florida
$1.91M +$95.1K +937 +5%
Betterment LLC
73
Betterment LLC
New York
$1.85M -$139K -1,368 -7%
CFS
74
CRA Financial Services
New Jersey
$1.78M – – –
R
75
Rebalance
California
$1.77M -$6.5K -64 -0.4%
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3
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