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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 %
WA
101
Waverly Advisors
Alabama
$1.21M +$8.53K +84 +0.7%
BCG
102
Breakwater Capital Group
New Jersey
$1.21M -$81.8K -806 -6%
SKK
103
Shepherd Kaplan Krochuk
Massachusetts
$1.11M – – –
KA
104
Klingman & Associates
New York
$1.11M – – –
SPIA
105
Steward Partners Investment Advisory
New York
$1.11M -$58.4K -575 -5%
MAWA
106
Moss Adams Wealth Advisors
Washington
$1.07M -$941K -9,275 -47%
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$1.04M +$81.8K +806 +9%
AF
108
Allworth Financial
California
$1.03M +$38.5K +379 +4%
GA
109
Geller Advisors
New York
$963K – – –
SCM
110
Stordahl Capital Management
Colorado
$954K -$118K -1,159 -11%
BBHC
111
Brown Brothers Harriman & Co
New York
$926K – – –
GVAG
112
Great Valley Advisor Group
Delaware
$916K -$141K -1,385 -13%
MECA
113
Miller Equity Capital Advisors
Texas
$901K – – –
MIM
114
Macroview Investment Management
Maryland
$897K -$206K -2,029 -19%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$889K -$2.44K -24 -0.3%
TAM
116
Tocqueville Asset Management
New York
$864K – – –
AWS
117
Atria Wealth Solutions
New York
$834K +$24.6K +242 +3%
RDFA
118
Ritter Daniher Financial Advisory
Ohio
$833K – – –
FC
119
Financial Council
Maryland
$832K -$132K -1,296 -14%
PG
120
Prostatis Group
Maryland
$813K +$813K +8,010 New
Citigroup
121
Citigroup
New York
$776K – – –
PSF
122
Pacific Sun Financial
California
$755K +$13.2K +130 +2%
CA
123
Continuum Advisory
Idaho
$735K – – –
FIA
124
Foundations Investment Advisors
Arizona
$727K +$51.8K +510 +8%
BWM
125
BCS Wealth Management
Tennessee
$675K +$413K +4,074 +158%
3 4
5
6 7