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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.7M
2
EWS
2
Eagle Wealth Strategies
New Jersey
$633K
3
UBS Group
3
UBS Group
Switzerland
$20.7M
4
OWM
4
Orgel Wealth Management
Wisconsin
$189M
5
Wells Fargo
5
Wells Fargo
California
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
76
HM Payson & Co
Maine
$1.7M – – –
KSWA
77
Kathleen S. Wright Associates
Pennsylvania
$1.68M – – –
LBC
78
Lowe Brockenbrough & Co
Virginia
$1.64M -$31.7K -312 -2%
VA
79
Valmark Advisers
Ohio
$1.64M -$68.1K -671 -4%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$1.62M -$16.2K -160 -1%
Pathstone Holdings
81
Pathstone Holdings
New Jersey
$1.59M +$574K +5,658 +56%
FFA
82
First Foundation Advisors
California
$1.59M – – –
FW
83
Fairway Wealth
Ohio
$1.58M +$34K +335 +2%
NW
84
NewEdge Wealth
Pennsylvania
$1.56M +$1.56M +16,051 New
CT
85
Coastline Trust
Rhode Island
$1.55M -$83.8K -826 -5%
WAM
86
WNY Asset Management
New York
$1.53M -$52.6K -518 -3%
WFAG
87
Wescott Financial Advisory Group
Pennsylvania
$1.52M +$28.6K +282 +2%
DACG
88
Donor Advised Charitable Giving
California
$1.51M +$500K +4,925 +50%
AWM
89
Axxcess Wealth Management
California
$1.47M +$59K +581 +4%
CAAS
90
Capital Asset Advisory Services
Michigan
$1.43M +$57.1K +578 +4%
SAM
91
Silvercrest Asset Management
New York
$1.42M +$1.16M +11,403 +446%
SOAG
92
Silver Oak Advisory Group
Oregon
$1.37M -$56.8K -559 -4%
SWM
93
Spire Wealth Management
Virginia
$1.36M -$193K -1,904 -12%
MMA
94
Miracle Mile Advisors
California
$1.34M – – –
AC
95
Anson Capital
Georgia
$1.32M +$54.5K +537 +4%
RBC
96
Romano Brothers & Co
Illinois
$1.32M – – –
WWC
97
Waypoint Wealth Counsel
Georgia
$1.26M +$609 +6 +0%
ECM
98
Evergreen Capital Management
Washington
$1.24M +$122K +1,205 +11%
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$1.24M -$178K -1,754 -13%
GT
100
Greenleaf Trust
Michigan
$1.22M +$2.54K +25 +0.2%
2 3
4
5 6