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

205 hedge funds and large institutions have $689M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 47 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-11
Holders Change %
-5.09%
% of All Funds
3.47%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
19
Increased
74
Reduced
47
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$117M
2
WWM
2
Wiser Wealth Management
Georgia
$10.7M
3
LPL Financial
3
LPL Financial
California
$33.8M
4
Ameriprise
4
Ameriprise
Minnesota
$24.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.3M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$6.58M
2
CSPAM
2
Cary Street Partners Asset Management
Virginia
$0
3
CWC
3
Carolinas Wealth Consulting
North Carolina
$11.9M
4
Wells Fargo
4
Wells Fargo
California
$17.8M
5
Jane Street
5
Jane Street
New York
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ORC
101
O'Rourke & Company
Massachusetts
$510K – – –
MP
102
McDonald Partners
Ohio
$486K -$4.25K -50 -0.9%
MWM
103
Modera Wealth Management
New Jersey
$481K +$481K +5,652 New
AAS
104
Avantax Advisory Services
Texas
$470K +$135K +1,592 +40%
THWM
105
Taylor Hoffman Wealth Management
Virginia
$449K -$62.8K -732 -12%
FNBOO
106
First National Bank of Omaha
Nebraska
$435K – – –
PWW
107
Pettyjohn Wood & White
Virginia
$413K – – –
DWT
108
Dorsey & Whitney Trust
South Dakota
$402K -$572K -6,738 -59%
GA
109
Geller Advisors
New York
$398K +$4.09K +48 +1%
WCFA
110
Walkner Condon Financial Advisors
Wisconsin
$384K +$1.02K +12 +0.3%
MFG
111
Merit Financial Group
Georgia
$380K +$74.3K +874 +24%
SQA
112
Simon Quick Advisors
New Jersey
$377K +$377K +4,030 New
AF
113
Affiance Financial
Minnesota
$376K – – –
KWM
114
KerberRose Wealth Management
Wisconsin
$370K +$370K +4,348 New
CFA
115
Cahill Financial Advisors
Minnesota
$349K – – –
EWM
116
Executive Wealth Management
Michigan
$343K +$4.25K +50 +1%
SMC
117
Smith, Moore & Co
Missouri
$340K -$38.9K -458 -10%
SF
118
Synovus Financial
Georgia
$332K – – –
EVM
119
Eaton Vance Management
Massachusetts
$323K +$3.91K +46 +1%
WANY
120
Wealthspire Advisors (New York)
New York
$318K – – –
CSPIA
121
Cary Street Partners Investment Advisory
Virginia
$317K -$89.7K -1,056 -22%
GT
122
Greenleaf Trust
Michigan
$313K +$313K +3,676 New
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$308K – – –
SWP
124
Stratos Wealth Partners
Ohio
$306K +$69.2K +814 +29%
SFS
125
Summit Financial Strategies
Ohio
$301K -$288K -3,390 -49%
3 4
5
6 7