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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 %
VA
76
Valmark Advisers
Ohio
$1.66M +$935K +9,430 +128%
HPC
77
HM Payson & Co
Maine
$1.66M -$115K -1,155 -6%
KSWA
78
Kathleen S. Wright Associates
Pennsylvania
$1.64M -$191K -1,924 -10%
LBC
79
Lowe Brockenbrough & Co
Virginia
$1.63M +$79.2K +798 +5%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$1.6M – – –
CT
81
Coastline Trust
Rhode Island
$1.59M +$264K +2,658 +20%
FFA
82
First Foundation Advisors
California
$1.56M – – –
WAM
83
WNY Asset Management
New York
$1.55M -$21.6K -218 -1%
SIA
84
Soltis Investment Advisors
Utah
$1.54M +$164K +1,657 +12%
FW
85
Fairway Wealth
Ohio
$1.51M +$1.51M +15,239 New
SWM
86
Spire Wealth Management
Virginia
$1.46M -$372K -3,902 -20%
WFAG
87
Wescott Financial Advisory Group
Pennsylvania
$1.46M +$21K +212 +1%
SOAG
88
Silver Oak Advisory Group
Oregon
$1.4M +$108K +1,086 +8%
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$1.38M +$580K +5,843 +72%
CAAS
90
Capital Asset Advisory Services
Michigan
$1.38M +$73.8K +744 +6%
AWM
91
Axxcess Wealth Management
California
$1.38M +$95.5K +963 +7%
MMA
92
Miracle Mile Advisors
California
$1.31M -$48.6K -490 -4%
RBC
93
Romano Brothers & Co
Illinois
$1.29M – – –
AC
94
Anson Capital
Georgia
$1.24M +$124K +1,246 +11%
BCG
95
Breakwater Capital Group
New Jersey
$1.24M -$133K -1,361 -10%
WWC
96
Waypoint Wealth Counsel
Georgia
$1.23M -$156K -1,572 -11%
GT
97
Greenleaf Trust
Michigan
$1.19M +$312K +3,143 +35%
WA
98
Waverly Advisors
Alabama
$1.17M – – –
SPIA
99
Steward Partners Investment Advisory
New York
$1.14M +$39.9K +402 +4%
ECM
100
Evergreen Capital Management
Washington
$1.09M +$178K +1,797 +19%
2 3
4
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