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

246 hedge funds and large institutions have $1.09B invested in Vanguard S&P Small-Cap 600 ETF in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 207 increasing their positions, 9 reducing their positions, and 13 closing their positions.

Holders
246
Holders Change
+5
Holders Change %
+2.07%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
28
Increased
207
Reduced
9
Closed
13
Calls
$151K
Puts
$266K
Net Calls
-$115K
Net Calls Change
-$392K

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$246M
2
Ameriprise
2
Ameriprise
Minnesota
$118M
3
Bank of America
3
Bank of America
North Carolina
$79.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$60.5M
5
Cerity Partners
5
Cerity Partners
New York
$40.9M

Top Sellers

1
CIAS
1
CBIZ Investment Advisory Services
Ohio
$0
2
V
2
Veritable
Delaware
$981K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$14.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$281K
5
Jane Street
5
Jane Street
New York
$853K
Name Market Value Shares Shares
Change 		Shares
Change %
VF
101
Virtu Financial
New York
$805K 9,069 +9,069 New
ASN
102
Advisory Services Network
Georgia
$799K 8,996 +5,608 +166%
RDFA
103
Ritter Daniher Financial Advisory
Ohio
$796K 8,966 +4,483 +100%
GT
104
Greenleaf Trust
Michigan
$789K 8,890 +4,403 +98%
MECA
105
Miller Equity Capital Advisors
Texas
$788K 8,879 +4,439 +100%
AWS
106
Atria Wealth Solutions
New York
$775K 8,724 +3,802 +77%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$773K 8,709 +4,176 +92%
TAM
108
Tocqueville Asset Management
New York
$755K 8,507 +4,254 +100%
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$747K 8,412 +4,555 +118%
WANY
110
Wealthspire Advisors (New York)
New York
$725K 8,165 +4,082 +100%
R
111
Rebalance
California
$719K 8,098 +3,702 +84%
Citadel Advisors
112
Citadel Advisors
Florida
$711K 8,012 -454 -5%
FHA
113
Flagship Harbor Advisors
Massachusetts
$690K 7,771 +3,885 +100%
VA
114
Valmark Advisers
Ohio
$665K 7,486 +3,724 +99%
SFA
115
Source Financial Advisors
New York
$664K 7,473 +3,403 +84%
CA
116
Continuum Advisory
Idaho
$651K 7,336 +3,668 +100%
CCM
117
Coldstream Capital Management
Washington
$614K 6,918 +2,985 +76%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$600K 6,880 +2,401 +54%
ECM
119
Evergreen Capital Management
Washington
$599K 6,750 +6,750 New
IC
120
IEQ Capital
California
$575K 6,476 +3,738 +137%
CS
121
Comerica Securities
Michigan
$561K 6,320 +4,570 +261%
AAS
122
Avantax Advisory Services
Texas
$543K 6,118 +3,082 +102%
CAM
123
Cresset Asset Management
Illinois
$542K 6,105 +6,105 New
FFL
124
Financial Freedom LLC
Ohio
$508K 5,718 +2,859 +100%
GA
125
Geller Advisors
New York
$507K 5,707 +3,012 +112%
3 4
5
6 7