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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 %
WAM
76
WNY Asset Management
New York
$1.38M -$33.5K -383 -2%
FFA
77
First Foundation Advisors
California
$1.37M – – –
LBC
78
Lowe Brockenbrough & Co
Virginia
$1.37M +$2.19K +25 +0.2%
R
79
Rebalance
California
$1.27M +$62.1K +711 +5%
WFAG
80
Wescott Financial Advisory Group
Pennsylvania
$1.26M – – –
Betterment LLC
81
Betterment LLC
New York
$1.24M +$46K +526 +4%
WWC
82
Waypoint Wealth Counsel
Georgia
$1.22M – – –
SIA
83
Soltis Investment Advisors
Utah
$1.21M – – –
MMA
84
Miracle Mile Advisors
California
$1.2M – – –
CT
85
Coastline Trust
Rhode Island
$1.17M -$918K -10,505 -44%
BCG
86
Breakwater Capital Group
New Jersey
$1.16M -$209K -2,524 -15%
CAAS
87
Capital Asset Advisory Services
Michigan
$1.15M +$54.1K +621 +5%
SOAG
88
Silver Oak Advisory Group
Oregon
$1.14M – – –
RBC
89
Romano Brothers & Co
Illinois
$1.13M – – –
AWM
90
Axxcess Wealth Management
California
$1.13M +$1.13M +12,967 New
WA
91
Waverly Advisors
Alabama
$1.03M +$1.03M +11,798 New
MIM
92
Macroview Investment Management
Maryland
$1.01M -$9.44K -108 -0.9%
AC
93
Anson Capital
Georgia
$983K +$23.5K +269 +2%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$973K -$190K -2,179 -16%
SCM
95
Stordahl Capital Management
Colorado
$970K -$41.4K -474 -4%
SPIA
96
Steward Partners Investment Advisory
New York
$969K +$48K +549 +5%
KA
97
Klingman & Associates
New York
$956K – – –
SKK
98
Shepherd Kaplan Krochuk
Massachusetts
$952K – – –
FFN
99
Focus Financial Network
Minnesota
$889K -$14.8K -169 -2%
FC
100
Financial Council
Maryland
$830K – – –
2 3
4
5 6