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

202 hedge funds and large institutions have $901M invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.49%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
24
Increased
66
Reduced
48
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$201M
2
Ameriprise
Ameriprise
Minnesota
+$73.1M
3
BWM
Baystate Wealth Management
Massachusetts
+$30.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.45M
5
IC
IEQ Capital
California
+$4.19M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$40.6M
2
Cerity Partners
Cerity Partners
New York
-$38.6M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$8.43M
4
LPL Financial
LPL Financial
California
-$7.24M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
101
Pacific Sun Financial
California
$611K -$4.04K -50 -0.7%
CA
102
Continuum Advisory
Idaho
$592K – – –
TMWM
103
Taylor & Morgan Wealth Management
Michigan
$583K +$583K +7,220 New
MCM
104
Manchester Capital Management
Vermont
$560K +$560K +6,932 New
RDFA
105
Ritter Daniher Financial Advisory
Ohio
$558K +$12.6K +156 +2%
DADC
106
D.A. Davidson & Co
Montana
$528K +$528K +6,544 New
AF
107
Advisornet Financial
Minnesota
$522K +$15.2K +188 +3%
SFG
108
Sovereign Financial Group
Connecticut
$518K -$11.9K -148 -2%
Mariner
109
Mariner
Kansas
$514K +$514K +6,372 New
Northern Trust
110
Northern Trust
Illinois
$511K +$317K +3,926 +163%
CAM
111
Cresset Asset Management
Illinois
$489K -$161 -2 -0%
ORC
112
O'Rourke & Company
Massachusetts
$475K -$9.04K -112 -2%
MWM
113
Modera Wealth Management
New Jersey
$456K – – –
BRWA
114
B. Riley Wealth Advisors
Florida
$448K -$53.5K -662 -11%
CSPIA
115
Cary Street Partners Investment Advisory
Virginia
$448K +$147K +1,818 +49%
GA
116
Geller Advisors
New York
$435K +$57.5K +712 +15%
WANY
117
Wealthspire Advisors (New York)
New York
$434K +$133K +1,642 +44%
AAS
118
Avantax Advisory Services
Texas
$428K -$19.2K -238 -4%
THWM
119
Taylor Hoffman Wealth Management
Virginia
$422K -$969 -12 -0.2%
FNBOO
120
First National Bank of Omaha
Nebraska
$413K – – –
PWW
121
Pettyjohn Wood & White
Virginia
$392K – – –
AFM
122
Andesa Financial Management
Pennsylvania
$372K +$372K +4,600 New
WCFA
123
Walkner Condon Financial Advisors
Wisconsin
$365K – – –
MFG
124
Merit Financial Group
Georgia
$363K +$1.78K +22 +0.5%
AF
125
Affiance Financial
Minnesota
$357K – – –
3 4
5
6 7