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

241 hedge funds and large institutions have $1.06B invested in Vanguard S&P Small-Cap 600 ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
241
Holders Change
+39
Holders Change %
+19.31%
% of All Funds
3.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
53
Increased
89
Reduced
45
Closed
11
Calls
$329K
Puts
$52K
Net Calls
+$277K
Net Calls Change
+$277K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$39.9M
2
OWM
2
Orgel Wealth Management
Wisconsin
$232M
3
Wells Fargo
3
Wells Fargo
California
$25M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$26.2M
5
Mariner
5
Mariner
Kansas
$4.96M

Top Sellers

1
B
1
Bridgeworth
Alabama
$6.86M
2
IC
2
IEQ Capital
California
$475K
3
Bank of America
3
Bank of America
North Carolina
$72.3M
4
ACP
4
Aveo Capital Partners
Colorado
$245K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
R
101
Rebalance
California
$762K +$762K +8,792 New
TAM
102
Tocqueville Asset Management
New York
$737K +$693 +8 +0.1%
EH
103
Equitable Holdings
New York
$708K +$3.99K +46 +0.6%
WANY
104
Wealthspire Advisors (New York)
New York
$708K +$242K +2,790 +52%
SFA
105
Source Financial Advisors
New York
$705K +$17K +196 +2%
CCM
106
Coldstream Capital Management
Washington
$682K +$682K +7,866 New
FHA
107
Flagship Harbor Advisors
Massachusetts
$673K -$4.16K -48 -0.6%
CSPIA
108
Cary Street Partners Investment Advisory
Virginia
$668K +$188K +2,164 +39%
VA
109
Valmark Advisers
Ohio
$652K +$652K +7,524 New
PSF
110
Pacific Sun Financial
California
$646K -$10.1K -116 -2%
CA
111
Continuum Advisory
Idaho
$636K – – –
ASN
112
Advisory Services Network
Georgia
$587K +$587K +6,776 New
DADC
113
D.A. Davidson & Co
Montana
$567K – – –
FA
114
Financial Advisors
Massachusetts
$546K +$313K +3,608 +134%
KNFPWM
115
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$531K +$531K +6,128 New
AAS
116
Avantax Advisory Services
Texas
$526K +$67.2K +776 +15%
SFG
117
Sovereign Financial Group
Connecticut
$513K -$43.5K -502 -8%
Corient Private Wealth
118
Corient Private Wealth
Florida
$511K +$511K +5,894 New
FFL
119
Financial Freedom LLC
Ohio
$496K +$496K +5,718 New
MWM
120
Modera Wealth Management
New Jersey
$490K – – –
TMWM
121
Taylor & Morgan Wealth Management
Michigan
$489K -$137K -1,580 -22%
BRWA
122
B. Riley Wealth Advisors
Florida
$482K +$1.73K +20 +0.4%
BCG
123
Breakwater Capital Group
New Jersey
$479K +$479K +5,528 New
IC
124
IEQ Capital
California
$475K -$4.02M -46,366 -89%
GA
125
Geller Advisors
New York
$467K +$173 +2 +0%
3 4
5
6 7